The period is prepared
Collect the agreed orders, refunds, fees and approved commission entries.
An ERP (enterprise resource planning system) connects business records such as stock, sales and accounts. Your finance team needs totals it can reconcile, not another disconnected dashboard. An accounting or ERP connection can transfer agreed sales, fees and commission records into the system your accountants already use.
Examples to discuss: Xero, QuickBooks, Odoo or your existing ERP.
These are project options to assess, rather than a list of included connectors. We confirm the external API, account access, costs and development requirements in your scope.
Collect the agreed orders, refunds, fees and approved commission entries.
Match tax codes, currencies, accounts and external references before transfer.
Compare control totals and investigate rejected or unmatched records.
Send the provider name, a sample record and the event that should trigger an update. Access to a test account helps us check the workflow without touching live records.
A connection needs more than a successful first transfer. We agree how to detect a missed update, avoid processing the same event twice and reconcile the records after an outage. Your team should know who can retry a failed event and which system to check.
During acceptance, test an ordinary record, a duplicate, a correction and a provider failure. Confirm the result in both systems before going live.
See how custom development is scoped ↗Choosing your platform is a big decision. We’re here to make it easier.
Ask us anythingNo. Your finance adviser should define the accounting and tax mapping. The integration implements the agreed mapping.
Yes. A structured export can be a practical first step when an automated connection is not yet justified. The format and reconciliation process still need agreement.
Bring your compensation plan and your questions. We’ll show you how the software could fit.