Integrations

• Bank and payment provider. Supply the actual transfer result and bank reference for a reimbursement after its local release action.
• Document delivery. Provide delivery of accounting documents to partners; the app records its own send action and outcome.
• Source documents. Bring supporting files into record attachments with a clear parent record and uploader.
• Identity provider. Map people to the intended User and team members records and review their role assignment.
• General ledger feeds. Agree how expense and document events create or reference journal entries, and who confirms the accounting result.

Assign an owner for each incoming identity and outgoing operation. A receipt of an attempted action belongs with the business record, while external acknowledgements belong with the system that produces them. Rehearse a failed payment and a repeated source reference before opening the connection to a full operating cycle. Protect supplier and partner details in both directions.