Solution
Connect ERP, CRM and accounting platforms
Keep customers, orders and invoices consistent between the systems finance, sales and operations use.
Sounds familiar?
- Sales closes a deal and operations re-creates the customer
- Invoices in accounting do not match orders in the ERP
- Month-end reconciliation takes days
How we solve it
- 01
Agree on the system of record
For each entity we define which system owns it and which ones subscribe.
- 02
Implement the sync
Event-driven or scheduled integrations with mapping, deduplication and error queues.
- 03
Prove it
Reconciliation reports that show the systems agree, every day.
The result
Sales, operations and finance working from the same numbers without manual reconciliation.
Services involved
What we use to get there
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