ERP

Please contact our commercial team if you are interested in using this functionality.

Solvimon’s ERP integrations sync billing data between Solvimon and your accounting system, so invoices, credit notes, and customer records stay consistent without manual exports.

Why connect your ERP

Your finance team closes the books in the ERP, not in a billing tool. An ERP integration pushes finalized invoices and credit notes from Solvimon into your accounting system automatically, so revenue lands in the right ledger without exports and manual journal entries. Most integrations can also sync customers, products, billing entities, and bank details in the other direction, which is useful both for day-to-day operations and for seeding Solvimon during onboarding.

You can find the supported integrations in Solvimon Desk under Menu → Settings → Integrations.

Supported integrations

We currently support the following integrations:

Supported flows

We currently support multiple workflows for syncing data across ERP systems and our Solvimon Platform.

Below is a comprehensive overview of these workflows. These workflows can be enabled or disabled in the integration configuration settings of the specific integration.

WorkflowDescription
Sync CustomersCreates customers on the Solvimon platform from ERP
Sync ContactsCreates contacts for customers
Sync Billing EntitiesCreates Billing entities on the Solvimon Platform
Sync BankCreates bank account and maps it to the Billing entity on Solvimon
Sync ProductsCreates and syncs products and offerings on the Solvimon’s platform from the ERP
Sync InvoicesSyncs generated invoices for the customer from Solvimon to the ERP
Sync Credit InvoicesSyncs generated credit notes for the customer from Solvimon to the ERP

We offer support for custom flows and can provide assistance. To learn more, kindly contact your Sales Executive.