CORE's industry-standard relational database back-end allows us to integrate broker management with your existing CRM and accounting systems.

CORE Accounting Integration

CORE stores all the information you need to forecast revenue for the duration of a deal. We can help you export revenue forecasts to your existing accounting system, along with automatic sales orders for broker commission and customer invoices.

• Cashflow Forecasting
  • Automatically schedule Sales Orders in your accounting system when you close a deal
  • Allow accounting staff to approve deals before scheduling SOs
  • Perform broker splits automatically, simplifying commissions calculations
• Bulk Excel Export
• Accounting Integration
  • Microsoft Dynamics SL (Solomon)
  • QuickBooks Pro/Premier
  • Adaptable to any Accounting system