Purpose
1.2. Eliminate manual data entry errors, speed up reconciliation, enable instant financial insight, automation of payment processing, tax calculations, and cash flow monitoring.
1.3. Provide actionable intelligence for restocking, forecasting, compliance, and auditing via instant transmission of inventory, sales revenue, COGS, and expense data.
Trigger Conditions
2.2. Customer sales transaction occurs (in-store or online).
2.3. Purchase order created, received, or invoiced from supplier.
2.4. Return or exchange processed.
2.5. Adjustment to inventory levels due to shrinkage or spoilage.
2.6. Scheduled time-based syncs (e.g., daily, hourly).
Platform Variants
• API Endpoint: /items, /invoices, /purchases; Configure webhook for new data event.
3.2. Xero
• API: Inventory POST/GET, Invoice PUT/GET; Set up push on transaction update.
3.3. Sage Business Cloud
• Module: Inventory Management & Sales Invoices; Use RESTful sync endpoint.
3.4. NetSuite
• Function: Item Receipt, Vendor Bill, Sales Order; Map fields through SuiteTalk API.
3.5. Microsoft Dynamics 365
• Endpoint: Inventory Management data entity; Configure real-time updates with webhooks.
3.6. Zoho Books
• API Call: Items, SalesOrders, PurchaseOrders; Enable auto-trigger on inventory change.
3.7. FreshBooks
• API: Items, Expenses, Invoices endpoints; Configure auto-push on stock events.
3.8. Wave
• Webhook/API: Transactions, Products and Services; Setup polling for new entries.
3.9. MYOB AccountRight
• Endpoint: Inventory, Sales, Purchases REST API; Schedule update on transaction.
3.10. Odoo
• Module: Inventory, Accounting Odoo API; Script auto-export of records on event.
3.11. SAP Business One
• DI API: Inventory Transactions, A/R Invoices; Establish outbound integration.
3.12. Epicor ERP
• API: Inventory Management, Purchase Order; Enable event-driven data sync.
3.13. QuickFile
• API: Inventory_Item_Create, Invoice_Create; Assign hook to sales item events.
3.14. KashFlow
• Endpoint: Purchases, Stock Updates API; Set up auto-run on item modification.
3.15. AccountEdge
• Web API: Record Sales, Inventory Adjustments; Initiate sync on inventory record edit.
3.16. Acumatica Cloud ERP
• Endpoint: Inventory, Sales Orders REST API; Attach automation schedule on PO receipt.
3.17. Intacct (Sage)
• API: Item, Invoice, Purchase Order; Monitor for event-based field update.
3.18. Busy Accounting
• Module API: Inventory Voucher, Sales; Configure alert on update.
3.19. TallyPrime
• TDL API: Stock Item, Voucher; Auto-export transaction entries on create.
3.20. Patriot Accounting
• API: Inventory, Invoice, Journal Entry; Configuration for webhook push when record changes.
Benefits
4.2. Reduces risk of stock-outs or over-ordering with live financial forecasting.
4.3. Enables timely payment and order management with instant visibility.
4.4. Improves compliance with audit-ready transaction trails.
4.5. Boosts operational efficiency, frees staff from manual admin.
4.6. Supports scalable growth with seamless and consistent process automation.