Integrate Systems

MonetizeNow sits between the systems where deals are made and the systems where money is collected and recorded. You usually connect one system per stage, and each one has its own setup guide.

Where each integration fits

The stages below follow quote-to-cash in order. Select a guide under any logo to start setting it up.

1. Sell: CRM

Keeps accounts, contacts, and opportunities in sync so you can quote from where your sales team works.

2. Sign: E-signature

Sends quotes for signature and brings the signed status back into MonetizeNow.

3. Bill: Tax

Calculates sales tax, VAT, or GST on quotes and invoices.

4. Collect: Payments

Charges payment methods on file and records payments against invoices.

5. Record: Accounting

Posts invoices, payments, and credits to your general ledger.

Suggested setup order

1. Connect your CRM. Accounts, contacts, and opportunities need to be in place before anyone quotes.
2. Add e-signature. So the first quote you send can be signed without leaving MonetizeNow.
3. Set up tax. Before your first invoice goes out, so tax is right from day one.
4. Connect payments and accounting. To collect against invoices and post everything to your general ledger.

All integrations at a glance

Don't see your tool?

You can connect other systems through the MonetizeNow API and webhooks, or work with MonetizeNow from AI tools like Claude and ChatGPT through the MonetizeNow MCP server. To ask for a new integration, contact your MonetizeNow team.

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Before you start

Most integrations need an administrator in both MonetizeNow and the connected system. Check the prerequisites at the top of each setup guide before you begin.