# Keep finance records in step with operations.

Finance & accounting integration

Connect Xero, MYOB and finance workflows with duplicate prevention, audit trails and review of exceptions.

## A transaction that reconciles

Illustrative workflow.

- Business reference: Stable order or invoice identifier
- Accounting record: Validated ledger fields and tax treatment
- Reconciliation: Matched status or an assigned exception



## A successful API call is not reconciliation

Connect finance platforms such as Xero or MYOB with explicit transaction mapping, duplicate protection and exception handling. Keep a trace from the business event to the accounting record.

Illustrative scenario, not a customer case study.

An Australian company synchronises orders and accounting records between its operational system and Xero.

Maintain stable cross-system identifiers, explicit field ownership and a reconciliation job. Treat a timeout as an unknown outcome until the remote state has been checked.

Verification: Compare expected and actual records by identifier, amount and status, and route differences for review.

## A successful request is not a balanced reconciliation

### Retry until the connector succeeds

A timeout can hide a completed transaction and create a duplicate on the next attempt.

### Reconcile before repeating the command

Use stable references and a record of attempts to determine whether the business action already completed.

## What needs attention in your system?

Select the areas you want to discuss. The HTML page can download your selections.

- [ ] Transaction mapping: Define account, tax, currency and identifier mappings with the people responsible for finance records.
- [ ] Consistent delivery: Handle retries and external rate limits without posting the same transaction twice.
- [ ] Reconciliation evidence: Match source events to accounting outcomes and retain a record of corrections and exceptions.

## Keep business events and financial records in agreement.

### Transaction mapping

Define account, tax, currency and identifier mappings with the people responsible for finance records.

### Consistent delivery

Handle retries and external rate limits without posting the same transaction twice.

### Reconciliation evidence

Match source events to accounting outcomes and retain a record of corrections and exceptions.

## Who decides accounting and tax mappings?

Your finance owner approves them. Engineering implements and tests the agreed rules, with representative records and a clear exception process.