Connected finance · Executive guide
Finance systems integration
Connect ERP, CRM, planning, BI, and operating data around a defined workflow instead of creating an uncontrolled data web.
The underlying problem
Start with the operating reality.
Integration is valuable when it removes a specific recurring handoff or improves a decision. Connecting everything to everything creates cost without necessarily creating clarity.
Signals to investigate
When the workaround becomes infrastructure.
01
The same identifiers differ across systems
02
Finance reconciles CRM and ERP data manually
03
Planning depends on operational data delivered in files
04
Leadership dashboards disagree with financial reporting
A practical approach
Improve the process before prescribing technology.
01
Start with the workflow and authoritative source for each field
02
Define mappings, timing, ownership, and failure handling
03
Create an auditable transformation layer
04
Monitor freshness and reconciliation after launch
Questions worth answering
01
Which system owns each concept?
02
How current must the data be?
03
What happens when a record cannot be matched?
04