What we ask before connecting your accounting system

An accounting integration is usually described as "just send the invoices across." It rarely stays that simple, and the questions that reveal how complicated it will actually be are ones most proposals skip.

Who owns the chart of accounts, and does it change without notice? Does a credit note need to reverse a specific original invoice, or just net off? Are multiple currencies, tax rates or entities involved? Does the accounting system enforce its own validation that can reject a record after we thought it was sent?

The direction of truth matters

Decide up front which system is the source of truth for which field. When both sides can edit a customer record, the integration needs a conflict rule, not just a sync — otherwise the two systems will slowly disagree with each other and nobody will notice until year end.

Ask about the failure path, not just the happy path

What should happen to an order if the accounting system is down for an hour? Queued and retried, or does it need a person? Getting this answer before building the connection is the difference between a one-week project and a one-quarter one.

We ask these eight questions on every integration scoping call, before any technical work starts.

If this sounds like your operation, we can walk through your process and show you where Logirynx would fit.

Talk to our team