ERPNext is today's ledger of record. Finanly reads reference data from it and posts approved entries back through the ERPNext connector service.
Reads
- Chart of accounts and cost centers (Accounting pages)
- Customers and suppliers (Parties), products with custom fields (Products, Metadata)
- Sales, purchase and recurring invoices (Invoicing)
- Balance sheet, P&L and trial balance (Reports), parity-checked hourly
- GL entries, invoices, parties and addresses into the canonical store for BI
Writes
- Journal and payment entries from approved categorizations (export batches)
- Invoice creation and sending
- Landed cost vouchers, stock entries from fulfillment sync
Setup
- Settings → Integrations → ERPNext: site URL, API key and secret.
- Admin → Ledger Sync to run the first reference-data sync.
- Check Accounting → Chart of Accounts to confirm the tree loaded.