Integrations

• Banking services. Set up statement import and payment transmission for the bank accounts in scope. Match external references to the prepared instruction and retain actual clearing or rejection evidence before updating settlement.
• Signature provider. Connect the chosen signing service to the reviewed document revision. Keep the signer requirements, returned artifact and completion outcome with the request; a sent request is still awaiting the customer’s action.
• Carrier services. Connect tracking and delivery events to the intended shipment. Retain proof of delivery and review exceptions before advancing the shipment’s delivery state.
• Sales communication. Connect the team’s email or lead intake source when follow-up requires it. Match incoming identities to the right customer and employee before creating or updating commercial records.
• Statutory submission services. Agree the external tax or payroll submission destination where the business needs it. Retain provider acknowledgments separately from local preparation and financial review.

Admin configures providers with the relevant business owner. Agree the entity, source identity and handling of repeated events before enabling a connection. Retain the event’s authentication and application outcome, and investigate changed content or unresolved references before applying a financial effect.

Finance Manager reviews banking and financial authority. Sales Manager reviews customer signing and commercial updates. Warehouse Manager owns delivery evidence. Rehearse a duplicate event, an unknown source record and a rejected acknowledgment so the responsible employee knows where to intervene. Local preparation does not replace an external confirmation.