Integrations and source ownership

• Invoice or accounting platform. Map milestone and service billing to the system that issues the financial document. Keep invoice number and amount aligned with the local payment record.
• Bank or payment provider. Confirm collection externally before Finance Manager records Received on a milestone payment.
• Document storage. Keep contract, SOW, receipt and deliverable UR ls linked to the correct parent record.
• Identity source. Map staff accounts to the agreed team member and access role before granting delivery or finance permissions.

For each connection, agree which system owns the value, how records are matched, who can retry a failed action and how a duplicate event is detected. Reconcile invoices and collections by invoice number, milestone and amount. Retain the original operation receipt when a local action fails and a later retry succeeds. Review the source record before changing its status to match an external system. Store connection credentials in the approved secret store and test revoked access and repeated events before scheduling transfers.

Plan the rollout.