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Integrations
Connect the services your companies use, with clear ownership and reconciliation.
Connections are selected, configured and verified during application rollout. The options below describe planned integration work; availability depends on the provider, country, document format and agreed scope.
- Banks and payments
- Bank statementsin and out
- Payment instructionsPaymentInstructions · in and out
- Payroll paymentsin and out
- Customers and suppliers
- EDI and order channelsInvoices, PurchaseOrders · in and out
- Storefronts and portalsProducts · out
- E-signatureout
- Tax and payroll services
- Tax calculations and filingsin and out
- Payroll providersin and out
- Operations
- Carriersin and out
- Scanners and time devicesin and out
- CAD and product systemsProducts, Routings, Bills, WorkOrders · in
- People and reporting
- Identity providersin and out
- Benefits and time servicesin
- Reporting platformsout
- Agents
- Your agentWorks within the permissions you assign
Banks and payments
- Bank statements. Map statement entries to the correct company account, currency and bank reference. Detect repeated imports and reconcile entries to receipts, payments and charges before treating them as cleared.
- Payment instructions. Keep authorization, file creation, transmission, bank acceptance and settlement as separate events. An upload acknowledgement does not prove payment. Preserve the payment reservation while an outcome is uncertain, and investigate before sending another instruction.
- Payroll payments. Generate instructions only from eligible approved payroll under the agreed release controls. Parallel payroll produces comparison evidence without creating bank instructions. Reconcile the actual settled amount and any rejection to the approved run.
Customers and suppliers
- EDI and order channels. Map external purchase orders, acknowledgements, invoices and shipment notices to the correct customer, entity and source document. Repeated messages reuse their external identity; exceptions stay available for review.
- Storefronts and portals. Agree which products, prices and stock availability may be published. Incoming orders still follow credit and approval rules. Portal access, customer acceptance and supplier uploads require their own tested identity and document boundaries.
- E-signature. Tie the signature result and signed artifact to the exact offer or agreement revision sent. A changed price or term requires renewed acceptance rather than reusing an earlier signature.
Approval conditions
Buyer: Approve Requisitions and every PurchaseOrder only when another actual person prepared/materially edited the revision and within own converted POApprovalLimit
Buyer: Firm PlannedOrders of Type Purchase and resolve disputed bill evidence without altering the bill's approved accounting
Buyer: Manage draft Requisitions/RequisitionItems, PurchaseOrders/PurchaseOrderItems, VendorReturns and vendor Accounts/ContactPersons except bank fields through reviewed controls
Controller: Approve eligible independent PurchaseOrders above Buyer limits and Requisitions escalation
Submitted
- PO-62562 VND-174 2 d
- PO-37939 VND-178 5 d
- PO-68944 VND-040 10 d
- PO-76202 VND-199 14 d
- PO-43112 VND-063 12 d
PO-62562
- Vendor
- VND-174
- OrderDate
- 15 Sep
- RequiredDate
- 23 Sep
- TotalAmount
- 23,223.93
- Currency
- CRR-5033
An independent assigned cost-centre manager acting as Employee, eligible Buyer or Controller approves within the converted PO limit and entity scope.
Tax and payroll services
- Tax calculations and filings. Confirm the jurisdictions, tax treatments and filing formats the chosen service supports. Retain the calculation inputs, service response and filing confirmation. A configured tax code alone does not establish compliance coverage.
- Payroll providers. Define responsibility for statutory calculations, remittances and year-end documents by country. Match employee elections and effective dates before importing calculated components; reconcile results to the reviewed payroll and ledger.
Operations
- Carriers. Test rates, labels, tracking and delivery evidence against the selected shipping service. Shipment status and the carrier’s delivery response retain separate histories.
- Scanners and time devices. Validate employee or warehouse identity, units and duplicate-event handling. A repeated scan or clock event must not receive goods, ship stock or pay time twice.
- CAD and product systems. Review imported products, bills of material and routings before release. Existing work orders retain their approved production revisions and cost assumptions.
People and reporting
- Identity providers. Map company access and role assignments explicitly, including leavers and delegated authority. Removing a login does not erase the employee’s historical transactions.
- Benefits and time services. Import proposed elections, deductions or time into the applicable effective period. Approved time and leave need reconciliation before payroll consumes them.
- Reporting platforms. Export agreed posted and operational datasets with entity, period and currency context. Apply the same payroll privacy and commercial cost restrictions to exports as to the application.
How connections are governed
service accounts, audit, pausingEach connection needs a named owner, restricted service identity, credential policy and observable failure queue. Agree its source identifiers, replay behavior, approval boundaries and reconciliation totals before activation. Store sensitive payloads under the relevant access rules. A provider response can support a business decision; it cannot replace the human approval required by that process.
The API is one more client of the same interface. AI assistants and API →
# Example work after configuration
$ curl -s erp.ai/skill.md
› Read my open opportunities and summarize the next customer commitments.
› Prepare a quote draft from the approved product prices for review.
› Compare a vendor bill with its accepted receipt allocations.
› Suggest how an unapplied customer receipt could settle open invoices.
› List unresolved close tasks and link each to its supporting evidence.
› Compare a nonposting Parallel payroll run with the supplied baseline.