ERPSync Implementation & Onboarding
Get your QuickBooks Online or NetSuite data flowing into ERPSync: full historical sync, document connectors, Excel reporting, and AI-agent access — set up by the CPA who built the platform.
Key Features
Full historical sync plus continuous incremental updates
Google Drive, Microsoft 365, and email document connectors
ERPSYNC Excel add-in setup for your reporting workbooks
AI-agent (MCP) access configured with per-user permissions
Multi-entity and multi-company structure mapping
Key Benefits
A governed warehouse that reconciles to your ledger account by account
Every invoice and statement searchable next to its transactions
Reports that refresh live in Excel instead of stale exports
AI agents that work your books behind real guardrails
Your accounting system stays the system of record
Real-World Use Cases
Multi-Entity Lending Group
An auto-finance lending group with over a dozen related entities runs its books through ERPSync: every company synced from QuickBooks Online, statements that tie out at the account level, and one warehouse for group-level reporting.
NetSuite Alongside QuickBooks
Client groups on different accounting systems land in the same reconciled warehouse — ERPSync ties financial statements to QuickBooks Online and NetSuite account by account, so mixed-stack groups still report as one.
BI-Ready Data Hub
A capital lender wanted its analysts in Power BI, not in the accounting system. ERPSync delivers reconciled accounting data into Snowflake nightly, so their existing BI stack runs on numbers that tie to the ledger.