System Connectivity

The problem

Every system in the finance office holds part of the picture, and the joins between them are a person exporting a file on a Friday.

It works until someone is on leave, or the export format changes, and then it is three days before anybody notices the numbers stopped moving.

How it works

We connect through each system's supported interfaceThe documented API where one exists. No screen scraping and no automated logins as a person.
Scope is read-only first, and narrowOnly the records the job needs, and nothing else in the account.
The joins are built and tested against your real dataNot a sandbox with clean records — the data you actually have, including the parts that are inconsistent.
Write scope opens only where you have agreed itNamed, scoped, and opened after you have watched the read-only version run.
Every read and write is loggedWhat was touched, when, and by which job — and it is revocable by you at any time.

What you get

Working connections to the systems you name, with the scope written down
A monitored link — you are told when a source changes format, before the numbers stop
An access record — every read and write, logged
Documentation of what connects to what, and under which credentials
Portal access — every run, every exception, and the monthly statement

What we need from you

Credentials scoped to the job — created for this, not shared from someone's account
A named systems contact — whoever administers each one
Sample records from each system so the mapping is built against real shapes
A named person for sign-off on what the scope should be

What stays with your people

Granting and revoking every credential
Deciding what write scope, if any, is opened
Anything your IT policy reserves to your own team
Whether a connection stays on

Access is scoped to what the job needs, read-only unless you have agreed otherwise in writing, and revocable by you at any time.

Timeline

Day 1–2: Audit and scope. We look at the real files and agree what the system will and will not do, in writing.
Day 3–10: Build. Connected read-only to your own data, with the rules agreed as we go.
Day 11–13: You watch it run. Against live data, still read-only, and you sign off what it produces.
Day 14: Live. Write scope opens only where you have agreed it.

Works with

It is built into the finance software you already run. No migration, and no vendor switch.

Price

Setup: —
Monthly: —per month, rolling

The monthly fee includes:

—

This system is part of the Finance & Reporting suite. One system is the suite's Essentials tier, two to four are its Growth tier, and all five together are Full Finance Operations.

Prices exclude VAT. The audit and scoping before any of this costs nothing.

Pairs well with

Monthly Pack Assembly Your month-end pack, built before you arrive. Invoice Processing & Approvals Invoices read, matched and routed to the right approver.