Other integrations ERP & projects
Cashplannr × Robaws
Cashflow on your Robaws orders, projects and CRM.
Cashflow on your Robaws orders, projects and CRM.
Robaws is the operational and commercial heart of many construction and installation businesses: CRM, quotes, orders, projects, hours and invoicing in one system. Cashplannr connects to Robaws via the official API. The primary source today is sales and purchase orders — they make cash-in and cash-out visible before any invoice exists.
Confirmed sales orders per customer and project, with expected execution date and instalments to invoice. Feeds cash-in weeks to months before invoicing.
Open purchase orders to suppliers and subcontractors, with expected delivery and payment dates. Feeds cash-out on already-committed obligations.
Open quotes with win probability plus customer data from CRM, for expected cash from deals still to be won.
Projects with budgets and status, plus sales and purchase invoices (AR/AP) with due dates, linked to the underlying project or order.
See per confirmed order which cash-in or cash-out you still expect, consolidated across projects and entities.
Orders already carry the commitment. Cash moments show up in the forecast weeks to months before they hit an invoice.
Robaws for commercial and operational data, Winbooks or Exact for accounting — Cashplannr consolidates both.
From your Cashplannr workspace, start the connection with Robaws.
Log into Robaws and grant Cashplannr read access to orders, projects, quotes and CRM.
Initial history sync, then the connection runs continuously in the background.
We don't write orders, projects or invoices back to Robaws. Read-only.
Access via the official Robaws API, revocable from your Robaws account.
Processing and storage within the EU. GDPR-compliant.
Start a free 14-day trial or book a demo. No credit card required.
