BY NUMBER7 AIERP integration · scoped accounting handoff
An approved invoice still needs an accepted ERP record.
Bring authoritative accounting context into the workflow. Send the reviewed result through the agreed interface and keep the accepted record, rejection or uncertain outcome with an owner.
Three returned outcomes
Record identifier retained
Mapping error + integration owner
Reconcile before another submission
The buyer answer
What is the ERP integration boundary?
The ERP owns the financial record. AIdaptIQ manages the source evidence, configured controls, exception state and required approval around the handoff. The implementation confirms the supported fields, permitted actions and acceptance or recovery method for the chosen ERP.
Illustrative mapping failure
Rejected is work to resolve, not work to hide.
- 01
Finance authorizes the reviewed bill
Company, vendor, account allocations and required approval travel with the accounting payload.
- 02
The ERP rejects an account mapping
The returned validation error stays with the integration owner; the bill remains open.
- 03
Correct and reconcile
Resolve the mapping. If a timeout left the creation result uncertain, check whether the target record already exists.
- 04
Retain the accepted record
Retry through the controlled handoff and keep the returned ERP identifier beside the bill.
Illustrative recovery sequence. The supported objects, returned fields and verification method are defined for the actual ERP implementation.
Select a pattern · confirm exact scope
The interface follows the enterprise architecture.
| Pattern | Context received / result sent | Confirm before implementation |
|---|---|---|
| API | Master context and approved transaction through supported endpoints | Authentication, supported objects, returned IDs and recovery behavior |
| Middleware | Company and transaction context mapped through the integration layer | Field transformations, ownership, observability and accepted-state return |
| Controlled file exchange | Mapped accounting payload and agreed result/reconciliation exchange | Format, transport, processing confirmation and failure ownership |
| Governed manual export | Reviewed output for an authorized operator handoff | Explicit review and reconciliation step before marking completion |
Connector availability and exchange direction are confirmed for the selected ERP. These patterns do not imply a preconfigured connector for every named system.
Make the assessment concrete
Name the system and the outcome to return.
- ERP and environment
- Product, deployment, company scope and permitted interface
- Accounting context
- Vendors, chart of accounts, dimensions, tax and purchase references
- Authority
- Who reviews, who approves and which action may be executed
- Result and recovery
- Accepted record ID, validation errors, uncertain timeouts and reconciliation owner
Next step
Map one ERP handoff from evidence to outcome.
Confirm the system, interface, accounting fields, required approval and returned result. Scope the integration before the proof run.