Your CRM and your ERP don’t agree. That gap is revenue.
Overstacx connects your CRM, ERP, and accounting systems, then watches continuously for the gaps that cost money — unbilled deals, mismatched invoices, inventory running low, purchase orders stuck in limbo — and hands every one to a named owner with a real number attached.
Salesforce · HubSpot · NetSuite · QuickBooks
- Connect
- Detect
- Resolve
The platform
One place for the revenue your systems are losing.
Overstacx gives leaders a single, continuously updated view of what’s leaking between the systems that manage a deal and the systems that get it paid.
Discover the gaps
Deals closed with no invoice, invoice amounts that don't match what was sold, inventory at its reorder point, purchase orders stuck open.
Measure real impact
Every finding carries a real number pulled from your synced data — never estimated, never rounded, never a vibe.
Assign accountability
Route each finding to a named owner — the real CRM deal owner when we know it, or whoever you assign.
Track resolution
Findings stay tracked until they're actually closed, so you can see, in real numbers, what got fixed and what's still open.
Right now, someone finds this out on a Friday
— or nobody finds it at all.
Overstacx connects those systems, prioritizes the gaps by dollar impact, and turns a quiet leak into accountable follow-up.
Two systems, no bridge
Your CRM and your ERP were never built to talk to each other. The gap between them is where money goes quiet.
Found on a Friday, or never
The typical lag between a deal closing and someone noticing it was never invoiced — if anyone checks at all.
No owner assigned
In most companies, zero people are responsible for catching this until someone manually reconciles a spreadsheet.
Real dollars, not a dashboard
Every gap Overstacx surfaces carries a real number pulled from your synced data — never estimated, never rounded.
How it works
Connect. Reconcile. Resolve.
Not another dashboard to check. A reconciliation that runs whether you look at it or not.
Connect
Salesforce or HubSpot on the sales side. NetSuite or QuickBooks on the accounting side. Read-only. Nothing to migrate, nothing to rip out.
Reconcile
Overstacx links each opportunity to its invoice by account, amount, and timing — and flags anything that doesn't line up the moment it happens, not at quarter close.
Resolve
Every gap gets a real number and an owner. No dashboard to interpret — a finding, its impact, and who's responsible for closing it, tracked until it's actually resolved.
A real finding, start to finish
See how one gap moves from signal to resolution.
Finding detected
United Oil & Gas Corp. closed-won at $120,000. No invoice was ever created.
Real impact
$120,000 sitting uncollected — pulled directly from the synced deal and invoice records, not estimated.
Owner assigned
Routed to the account's real deal owner, pulled straight from the CRM.
Drafted follow-up
A ready-to-send note appears on the dashboard — copy it, or send it directly once you've connected your inbox.
Beyond the findings queue
Ask how the business is doing. Track where it’s headed.
Overstacx isn’t just a list of gaps. Talk to it like you would a colleague who actually knows the numbers, and it’ll draft the follow-up for you — every figure pulled live from your real, synced data, nothing estimated or invented.
Talking to Overstacx
How’s the business looking today?
Bridgeview Logistics needs collecting on — $22,520, no contact in 6 days. You’re also at 78% of this quarter’s target.
Draft something for the rep
On it — check the card below.
Internal nudge — Bridgeview Logistics
CopyQuick nudge — Bridgeview Logistics has an open finding worth $22,520 that needs follow-up. It's been 6 days since the last logged activity. Can you reach out when you get a chance?
Q3 2026
$1.4M
of $1.8M target — 78%
Past years entered once, by hand. This quarter tracked live, straight from your synced closed-won deals.
What it actually catches
Four real gaps, not a generic platform demo.
Closed-won, never invoiced
The most common way revenue quietly goes missing — a deal closes in the CRM, and the invoice never gets cut.
Amount mismatch
What was sold and what got billed don't match — a discount applied twice, a line item dropped, a typo.
Inventory at reorder point
A component runs low and nobody catches it until a line is waiting on it.
Purchase order stalled
A PO gets created and then sits — not received, not billed, not closed — for weeks.
Why Overstacx
The gap was always there. Now someone’s watching it.
Stop checking five systems
Open findings, quota pacing, and stalled accounts live in one place instead of a dozen browser tabs.
See the gap before it ages
A deal closed without an invoice shows up the moment it happens, not when someone stumbles onto it weeks later.
Connect sales and accounting
Salesforce and HubSpot on one side, NetSuite and QuickBooks on the other — finally compared against each other automatically.
Catch what humans miss
Amount mismatches, low inventory, stalled purchase orders — the quiet stuff nobody's specifically watching for.
Talk to it, don't dig for it
Ask the assistant how the business is doing and get a real answer, grounded in your actual synced data.
Know who owns what
Every finding gets a named owner — the real CRM deal owner when we know it — so nothing sits unassigned.
Estimate your leakage
A rough estimate before you connect anything.
This is a ballpark based on typical leakage rates, not a finding — the real number only shows up once Overstacx is actually reading your synced data.
Tell us about your deal flow
Drag the sliders to match your business.
Potential annual leakage
$162,000
About $13,500 / month
Trust & transparency
Built to be trusted with your data.
Isolated workspace data, encrypted credentials, and human approval on every action that leaves the app.
Workspace data isolation
Every record is scoped to your organization. A query from one company cannot reach another company's data — the boundary is enforced at every call site, not just at the login screen.
Encrypted credentials
OAuth tokens for every connected system — CRM, ERP, email, Slack — are encrypted at rest, never stored in plain text.
Read-only by default
Nothing is created or changed in your CRM or ERP. Overstacx surfaces findings and drafts follow-ups — it doesn't write back to your systems of record.
A human approves every send
Even where sending is connected — email, Slack — nothing goes out until a real person reads the exact drafted text and clicks send. Nothing is automatic.
Who it’s for
Built for companies that sell physical goods and services — not subscriptions.
Good fit
- Manufacturing, distribution, or logistics companies
- $5M–$500M in revenue
- Running Salesforce, HubSpot, NetSuite, or QuickBooks — separately or NetSuite handling both sales and accounting
- Want to know what's leaking, what's low, and what's stalled without checking five systems every morning
Not a fit yet
- Subscription or usage-based billing platforms
- No CRM, ERP, or accounting system yet — nothing for us to connect to
Pricing
Published pricing. No black box.
Simple, transparent plans. See the full feature breakdown on our pricing page.
Starter
One CRM, one ERP, the core detectors that catch the most common leakage.
- 1 CRM connection (Salesforce or HubSpot)
- 1 ERP connection (NetSuite or QuickBooks)
- Closed-won, never invoiced
- Amount mismatch detection
Growth
For teams running multiple entities and wanting the full detector set and assistant from day one.
- Everything in Starter
- Up to 3 connections per side
- Full detector set, including inventory & purchase order signals
- Voice assistant — ask how the business is doing
Custom
Multiple business units, a system not on our standard list, or a security review to walk through first.
- Unlimited connections
- Custom detector rules
- Security questionnaire support
- Dedicated onboarding
We’re working with a small number of companies first.
Rather than launch broadly, we’re validating Overstacx against real operational data with a handful of companies who want direct input into what gets built.
Get in touchGuided setup, one real problem at a time
We help you start focused on a single, measurable gap — not a full platform rollout on day one.
Direct access to the team building it
Work with the people actually writing the code, not a support queue.
Preferred early pricing
Lock in pricing while we validate this against real data with a small number of companies.
Early access to new detectors
Be first to try new findings and connectors as they ship.
Say what we build next
Help decide which connectors and detectors we prioritize.
Connect your CRM and ERP. See what’s actually reconciled in the first week.
No contract to start. Read-only access. We’ll walk your data with you before you decide anything.
Talk to us