Integrations

• Accounting. Reconcile milestone invoices, paid amounts and engagement economics with the firm’s finance system.
• Banking or payment source. Confirm received money before Finance Manager marks a milestone payment Received.
• Document storage. Keep contract, statement of work, deliverable and receipt UR ls attached to the right record.
• Identity. Align app users with the firm’s staff access decisions and keep personal work linked to the right team member.

Choose an owner for each connection and a clear rule for resolving a mismatch. The invoice operation records a result in operation receipts; Finance Manager should reconcile that result with the accounting record. The payment receipt operation records a local collection event; the finance team confirms it against its source of truth. Record the external reference and date where the payment record supports them. Use implementation to prepare the first operating cycle.