Automated synchronization with ERP/accounting systems

Purpose

1.1. Automates the bi-directional synchronization of financial, project, and client data between architectural design tools and ERP/accounting systems.
1.2. Ensures real-time automated updating of invoicing, payments, budgets, expense tracking, and financial reporting.
1.3. Automating reconciliation, project costing, and compliance tracking to reduce manual input, human error, and workflow delays.
1.4. Automate integration supports audit trails, automated tax calculations, and faster financial closes.

Trigger Conditions

2.1. Automated new project creation or update in design/project management systems.
2.2. Automating invoice generation, client payment receipt, or bill approval.
2.3. Scheduled or real-time automated sync intervals (e.g., hourly, daily, upon event).
2.4. Automated upload or modification of expenses, resource allocation, or budget figures.
2.5. Automated detection of discrepancies or failed synchronization attempts.

Platform Variants

3.1. SAP Business One
• Feature/Setting: Service Layer API – automate POST/PUT for journal entries, business partners, and invoices configuration.
3.2. Oracle NetSuite
• Feature/Setting: REST API – automate records sync for transactions, customers, and project objects.
3.3. Microsoft Dynamics 365 Business Central
• Feature/Setting: OData/REST service – automate configuration to sync contacts, GL entries, and sales orders.
3.4. QuickBooks Online
• Feature/Setting: Automated Data Services and Webhooks – automate invoice, expense, and customer updates.
3.5. Xero
• Feature/Setting: Accounting API – automate push/pull for contacts, invoices, payments objects.
3.6. Sage Intacct
• Feature/Setting: Web Services – automate creation of journal entries and accounts, sync vendor and expense data.
3.7. FreshBooks
• Feature/Setting: Automated Webhooks – automate connection for invoices, clients, and expense synchronization.
3.8. Zoho Books
• Feature/Setting: REST API – automate actions for estimate, invoice, and project modules.
3.9. Wave Accounting
• Feature/Setting: API Endpoint – automate account, invoice, and customer sync.
3.10. MYOB
• Feature/Setting: AccountRight API – automate transaction and employee sync.
3.11. Deltek Vision
• Feature/Setting: SOAP/REST API – automate project and resource synchronization.
3.12. Procore
• Feature/Setting: ERP Integration API – automate budget, commitment, and invoice sync.
3.13. Acumatica
• Feature/Setting: ERP Web Services API – automate GL and AR/AP synchronization.
3.14. Odoo
• Feature/Setting: XML-RPC/REST API – automate partner, invoice, and document workflow.
3.15. Infor CloudSuite
• Feature/Setting: ION APIs – automate order, invoice, and payment service flows.
3.16. Unit4
• Feature/Setting: REST API – automate project, timesheet, and expense entry sync.
3.17. Priority Software
• Feature/Setting: REST API – automate transaction and project entity updates.
3.18. BQE Core
• Feature/Setting: API Integration – automate automatedly sync for projects, clients, and invoices.
3.19. Construction Industry Solutions (COINS)
• Feature/Setting: Integration Engine – automate budgeting, project, and AP/AR flows.
3.20. Trimble Viewpoint
• Feature/Setting: Vista API – automate job cost and invoice synchronization.

Benefits

4.1. Automator provides error-free, rapid financial and resource sync between design and accounting tools.
4.2. Automatedly eliminates manual entry, saving time and automating compliance.
4.3. Automates transparency with real-time data for better forecasting and reporting.
4.4. Accelerates invoicing, reduces DSO, and enhances client satisfaction via automation.
4.5. Automatable process scaling ensures readiness for firm growth or increased project complexity.
4.6. Automating data integration supports centralized dashboards, making analytics and reviews automated.