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Integrations
Connect billing, bank evidence and ledger outcomes with clear ownership.
- Inbound
- CRMCustomers · in
- Project billingInvoices · in
- Tax serviceInvoiceLines · in and out
- Bank feedBankFeedTransactions · in
- Outbound
- General ledgerin and out
- Payment processorin and out
- Document and email servicesInvoices · in and out
- Agents
- Your agentWorks within the permissions you assign
Inbound
- CRM. Sync customer identity and account ownership into Customers while retaining AR-specific billing fields.
- Project billing. Maintain read-only collection references in Invoices with confirmed external balances and versions.
- Tax service. Provide the verified line-tax basis for local InvoiceLines.
- Bank feed. Import BankFeedTransactions with stable external event identities.
Outbound
- General ledger. Receive source-attributed draft journal requests and return posting or rejection results.
- Payment processor. Handle tokenized payment requests and return confirmed receipt and settlement evidence.
- Document and email services. Deliver invoices, statements and collection communications with attributable attempts.
Repeated and failed events
Match bank and processor settlements through explicit source mappings. A similar memo is not a deduplication key. Retain failed handoffs for investigation, reuse event identity on retries, and reject stale source updates.
How connections are governed
service accounts, audit, pausingThe API is one more client of the same interface. Agent and automation →
# Example work after configuration
› https://erp.ai/skill.md