The Problem
Payment processors capture transactions in their own format, while ERPs require structured invoice and payment records. Without automation, finance teams manually reconcile hundreds or thousands of transactions each month, leading to delayed financial close and reconciliation errors.
How The Workflow Works
Payment is captured by the payment processor (Stripe, PayPal)
APIWORX receives payment event and retrieves transaction details
Matching invoice is located in the ERP
Payment record is created and applied to the invoice
Processing fees are recorded as expenses
Payout batches are reconciled with bank deposits
Discrepancies are flagged for review
Systems Typically Involved
Data Objects
Business Outcomes
Related Workflows
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eCommerce Order Sync to ERP
Automatically push online orders from your storefront into your ERP for invoicing, fulfillment, and revenue recognition.