Pricing
One-time implementation based on how much help you need optimizing your CRM, sales process, and integration — plus $50/month for unlimited platform access on every tier.
$250one-time setup
+ $50/ month
Guided integration setup with the essentials for a clean CRM-to-QuickBooks handoff.
$500one-time setup
+ $50/ month
Hands-on help optimizing your CRM, sales process, and integration workflow.
$1,000one-time setup
+ $50/ month
Deep CRM and sales process optimization for complex billing workflows.
All tiers include unlimited integration usage, ongoing support, and access to Slipstream activity logs.
Included on every plan
Every implementation tier includes the same monthly subscription for unlimited platform access.
FAQ
Everything you need to know about automating invoices from your CRM into QuickBooks.
Slipstream watches your CRM for closed-won deals and creates the matching invoice in QuickBooks automatically. Your team stops copying deal data by hand — billing starts the moment the deal closes.
HubSpot, Salesforce, Pipedrive, GoHighLevel, Monday.com, and ConnectWise today, with more integrations on the roadmap. Browse our integrations directory for CRM-specific workflows, or HubSpot, Salesforce, and Pipedrive detail pages to start.
Most teams reclaim 12+ hours per month on manual invoice entry. High-volume teams often save up to three days. Use our time savings calculator on the homepage to estimate your team's numbers.
You authorize Slipstream through QuickBooks OAuth — the same secure flow you use for other accounting apps. We sync customers, line items, and invoice fields directly into the company file you choose.
Most teams are live in under an hour. Connect your CRM and QuickBooks, map the fields you care about, pick your trigger stage, and run a test deal. Our how-it-works guide covers each step.
No. Setup is guided step by step — connect your CRM and QuickBooks via OAuth, map your fields, pick your trigger stage, and run a test deal. See how it works for the full walkthrough, and support is included if you get stuck.
When a deal hits your configured stage — closed won, contract signed, or whatever you choose — Slipstream reads the deal, builds the invoice from your field mappings, and creates it in QuickBooks. You get a log entry for every run.
Yes. You map CRM properties to QuickBooks fields — customer name, line items, amounts, due dates, memos, and more. Turn mappings on or off per field so only the data you need flows through.
Slipstream supports custom field mappings, trigger stages, draft vs sent invoices, and batch runs. During onboarding we walk through your deal flow and configure the workflow to match how your team actually bills. Request a demo to review your workflow with our team.
Slipstream creates draft or sent invoices depending on your settings. Many teams start with drafts so finance can spot-check the first few runs, then switch to automatic send once mappings are trusted.
Failed runs show up in your event log with the exact error — missing customer, invalid line item, auth expired, and so on. Fix the underlying issue in your CRM or adjust your mappings, then retry.
Yes. Batch runs let you process a CSV of deal IDs or a date range so you can catch up on backlog without manual entry. Useful when you turn automation on mid-quarter.
No — it removes repetitive data entry so your team can focus on review, collections, and exceptions. Think of it as the automation layer between sales closing and clean books.
General automation tools can wire CRM to QuickBooks, but you still build and maintain every step. Slipstream is purpose-built for invoicing: pre-built mappings, invoice-specific error handling, and a dashboard built for finance workflows.
Connections use OAuth — we never ask for your CRM or QuickBooks password. Data in transit is encrypted, access is scoped to what invoicing requires, and you can disconnect integrations at any time. Read more in our privacy policy.
We store OAuth tokens required to keep integrations connected, encrypted at rest. We do not store plain-text passwords, and tokens can be revoked from your CRM or QuickBooks admin at any time.
Each Slipstream workspace connects to one QuickBooks company file. Teams with multiple entities typically run separate workspaces or route deals by pipeline — request a demo and we can walk through your structure.
We offer three one-time implementation tiers — $250 Essentials, $500 Standard, and $1,000 Advanced — with varying levels of help optimizing your CRM, sales process, and integration setup. Every tier includes the same $50/month subscription for unlimited platform usage. See pricing for full details, or request a demo and we'll recommend the right fit.
Yes. There are no long-term contracts on the monthly subscription. Your integrations stay active through the end of your billing period.
We offer a guided trial during onboarding so you can run real test deals before you commit. Request a demo and your account rep will outline trial length and what's included for your stack.
Email support for all customers, plus live onboarding for new accounts. Mapping questions, retry help, and integration troubleshooting are included. Start with our setup guide or book a walkthrough with our team.
Book a demo and we'll recommend the best fit based on your CRM, deal flow, and workflow complexity.
