Accounting
CacheFlow integration
B2B payment platform optimising cash flow management.
How we integrate CacheFlow
The integration shape.
CacheFlow is a B2B payment platform built around the way modern subscription and platform businesses actually invoice: deal-shaped, multi-line, with structured terms and approvals. It sits between the CRM, the billing system and the bank.
Patchworks integrates CacheFlow with CRMs, billing platforms and accounting systems. Deals flow from the CRM as structured contract data, billing schedules generate invoices, and finance sees the result without manual transcription.
For finance and revops teams CacheFlow is most useful when its data lands cleanly in the ledger, which is where the integration work pays off.
Questions
Common questions.
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01 How does Patchworks integrate CacheFlow?
Patchworks integrates CacheFlow with CRMs, billing platforms and accounting systems. Deals flow from the CRM as structured contract data, billing schedules generate invoices, and finance sees the result without manual transcription. -
02 What's a typical CacheFlow integration timeline?
Three to five weeks for a CacheFlow integration carrying sales, refunds, tax postings and credit notes. VAT, MTD or multi-currency requirements are scoped upfront. -
03 Do you support CacheFlow integrations after they launch?
Yes. CacheFlow integrations transition into a retainer with VAT-period awareness, posting validation and the audit trail finance teams use at quarter-end. Tiered response SLAs from £750 per month. -
04 Can you build a custom CacheFlow connector or flow?
Yes. Custom CacheFlow work covers VAT-rate mapping, tax-code reconciliation, multi-currency posting with explicit FX policy, period-aware batching and the audit-trail receipts finance teams use at close. We agree the mapping at scoping rather than relying on platform defaults.
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