Integrations

Accounts payable in sync with a cloud ERP

A finance panel for several companies in a group, with bills grouped by invoice and synced with the ERP.

Conceptual illustrations with made-up data. They do not depict the real infrastructure.

The problem

The finance team of several companies in one group posted bills in a cloud ERP, with scattered master data and a slow, rate-limited API.

A rate-limited API

The ERP API has limits and answers slowly.

Duplicate bills

Duplicate bills showed up often.

Scattered master data

Each company with its own master data, and wrong categories.

Per-company sync
Categories, bank accounts, customers, suppliers, work orders and contracts.
Batches of 50
ERP queries in batches with a pause between them, to respect the API limits.
Grouped by invoice
Settling and reversing bills is reflected in the ERP.
No duplicates
A check before settling, and group deletion only with a recorded justification.
Dashboards
Incoming payments and outgoing payables.

Entries now start in the panel and reach the ERP without rework, with a record of who deleted what and why.