Automated accounts receivable and payable sync

Purpose

 1.1. Enables seamless, real-time synchronization of accounts receivable (AR) and accounts payable (AP) transactions between back-office, customer, and supplier systems.
 1.2. Automates invoice creation, reconciliation, payment matching, and ledger updating, reducing manual data entry and reconciliation errors.
 1.3. Promotes compliance with alcohol regulations by ensuring all transactions are timely, traceable, and auditable.
 1.4. Supports cash flow management by ensuring accurate financial records for timely payments and collections.
 1.5. Integrates with ERP, CRM, POS, and banking platforms to maintain a unified financial workflow specific to the alcoholic beverage wholesale industry.

Trigger Conditions

 2.1. New invoice issued from ERP or POS system.
 2.2. New payment received or made, logged via bank, payment gateway, or direct input.
 2.3. Invoice marked as paid/unpaid within accounting software.
 2.4. Payment reminders due based on schedule or overdue status.
 2.5. Manual sync/query initiated by finance or admin staff.

Platform Variants

 3.1. QuickBooks Online
  • Feature/Setting: Use the "Invoices API" (`/v3/company//invoice`) for invoice sync and status updates.
 3.2. Xero
  • Feature/Setting: "Accounting API" > Invoices endpoint (`GET/PUT /invoices`), automate AR/AP entries and payment matching.
 3.3. FreshBooks
  • Feature/Setting: "Invoices API" and "Payments API" for invoice issuance and status reconciliation.
 3.4. NetSuite
  • Feature/Setting: REST API "Invoice" and "Vendor Bill" objects to push and pull AR/AP data.
 3.5. Zoho Books
  • Feature/Setting: "Invoices" and "Payments Received" endpoints for instant sync (`POST /invoices` and `POST /customerpayments`).
 3.6. SAP Business One
  • Feature/Setting: "Service Layer API" (`Invoices`, `IncomingPayments`, `OutgoingPayments`) for document recording.
 3.7. Microsoft Dynamics 365 Business Central
  • Feature/Setting: "Financials API" > `/salesInvoices`, `/purchaseInvoices`, `/customerPaymentJournals`.
 3.8. Oracle Fusion Cloud ERP
  • Feature/Setting: "Receivables" and "Payables" REST endpoints for syncing invoice/payments.
 3.9. Sage Intacct
  • Feature/Setting: XML API, "AR Invoice" and "AP Bill" functions for data synchronization.
 3.10. Bill.com
  • Feature/Setting: "Invoices" and "Payments" objects via REST API to fetch/send AR/AP events.
 3.11. Stripe
  • Feature/Setting: "Invoices API" (`/v1/invoices`) and "Payment Intents" (`/v1/payment_intents`) for payment reconciliation.
 3.12. PayPal
  • Feature/Setting: "Invoicing API" (`/v2/invoicing/invoices`) and "Payouts API" for AR/AP automation.
 3.13. Square
  • Feature/Setting: "Invoices API" (`/v2/invoices`) and "Payments API" for real-time payment tracking.
 3.14. Plaid
  • Feature/Setting: "Transactions API" for fetching bank payment activity tied to AR/AP records.
 3.15. Gusto
  • Feature/Setting: "Payroll Payments API" for vendor payouts linked to AP sync.
 3.16. Salesforce
  • Feature/Setting: "Salesforce Billing" > Invoice and Payment objects, use REST API for updates.
 3.17. HubSpot
  • Feature/Setting: "CRM API" with custom properties for invoice/payment sync, webhooks for triggers.
 3.18. Shopify
  • Feature/Setting: "Order API" and "Payments API" to sync wholesale transactions as part of AR.
 3.19. Odoo
  • Feature/Setting: "Accounting Module API" for AR (`account.move`) and AP document automation.
 3.20. SAP S/4HANA
  • Feature/Setting: "Accounts Receivable API" and "Accounts Payable API" for invoices and ledger sync.

Benefits

 4.1. Eliminates manual entry, reduces errors in invoice and payment tracking.
 4.2. Enables faster, real-time financial insights and cash flow planning.
 4.3. Strengthens compliance by recording tamper-proof, auditable transactions.
 4.4. Enhances supplier and customer relationships through timely payments and updates.
 4.5. Scales finance operations without additional headcount.