ERP Integration & Automation

ERP doesn’t live in a silo—and neither should your workflows.

At Fintech Souls, we help fast-moving businesses connect their ERP to the rest of their stack. Whether it’s syncing NetSuite to Salesforce, Odoo to Stripe, or automating payroll approvals from BambooHR to GL, we eliminate the friction of manual processes and disconnected systems.

“The right integration doesn’t just reduce clicks—it drives reconciliation, compliance, and growth.”

Why You’re Here

Most ERP environments were designed in a vacuum or patched together over time.

Common problems we fix include:

Teams are wasting hours re-entering invoices, payments, or orders

Missing data between your ERP and CRM, payroll, or inventory systems

Sync errors with no audit trail or visibility

Siloed approval workflows that slow down operations

Reports that require manual merging or cleaning before they're usable

It doesn’t have to be this way.

What We Build & Connect

Fintech Souls designs ERP integrations to support finance, ops, and compliance, not just IT handoffs.

System Connections

ERP-to-CRM

e.g., NetSuite + Salesforce, Odoo + Zoho CRM

ERP-to-HRIS

e.g., BambooHR → GL sync, leave accrual automation

ERP-to-bank

bank feeds and treasury platforms

ERP-to-payment systems

e.g., Stripe, PayPal, Razorpay

ERP-to-AP/AR tools

e.g., Bill.com, Airbase, Ramp

Integration Services

Custom API and middleware development

Webhook creation and real-time data sync

Sync validation, exception handling, and alerting

Role-based logging and access controls

Performance monitoring and system uptime protection

If it moves data between systems—or should—we can help you build it.

Common Workflows We Automate

Workflow & Results

Invoices created in CRM → synced to ERP

No more rekeying sales orders or invoices

HR system updates → reflected in GL

PTO, bonuses, or terminations auto-pushed to accounting

Bank transactions → ERP import + reconciliation queue

Cash books stay current, without manual uploads

Vendor bills approved → posted to ERP + scheduled for pay

Clean audit trail, fewer errors, faster closes

Stripe payouts → matched against ERP receivables

Reconciliation-ready payment mapping

Our automations are built with reconciliation and compliance in mind, not just convenience.

Tools & Systems We Support

“Fintech Souls helped us move from spreadsheets and file uploads to real-time syncing between NetSuite and three other systems. We reclaimed dozens of hours per month—and eliminated reconciliation delays entirely.”

CFO

Lucky Cement

Frequently Asked Questions

Most likely, yes. If it has an API, webhook, or database access, we can build or adapt an integration.

We validate every sync with reconciliation logic, audit trail logging, and fallbacks, so no data is pushed without traceability.

We work with Workato, Zapier, Python scripts, and direct API connections. For complex environments, we also support SQL-based middleware.

Absolutely—we often co-develop integrations with client teams or hand over secure automation modules with full documentation.

Yes. We audit, fix, or rebuild integrations to ensure stable syncs and error-free data flows.

Most projects go live in 2–5 weeks, depending on system access, documentation, and use case complexity.