ERP Agency Consulting

ERP that anchorsone trustedsource of truth

A single source of financial truth is non-negotiable, but flawed data models and broken integrations can put revenue at risk by corrupting storefront data.

NET
NetSuite
MIC
Microsoft
SAP
SAP
BRI
Brightpearl
SAG
Sage

Trusted by finance and operations leaders to protect revenue and ensure data integrity.

CastoreLoungeOliver BonasGreen PeopleTatty DevineCult

Capabilities

ERP Advisory for Revenue Protection

We help you design, validate and govern your ERP setup to ensure it acts as a reliable financial core, preventing issues that erode customer trust and revenue.

Strategic ERP Advisory

You are told an ERP centralises everything. In reality, poor design choices create data silos that risk checkout reliability and accurate reporting.

  • ERP selection & re-platforming
  • Finance & inventory operating model design
  • Multi-entity & multi-currency architecture
  • Reconciliation governance framework
  • ERP-led commerce integration strategy
Plan your ERP strategy

ERP Integration Architecture

You are told integrations are simple connectors. The truth is that without a solid architecture, they leak revenue via inconsistent pricing and stock levels.

  • Order management orchestration
  • Inventory & location data sync
  • Pricing & promotions integrity
  • Financial reconciliation automation
  • Returns & refund workflow design
Design the integration

Operational Intelligence

You are told to monitor dashboards. We use AI to actively detect the reconciliation gaps and data drift between your ERP and commerce platform that threaten revenue.

  • Real-time transaction variance alerts
  • Inventory sync lag detection
  • Payout reconciliation drift monitoring
  • Order settlement exception flagging
  • Automated data integrity checks
Learn about Cogent AI

Outcomes

Secure Your Financial Core

Our advisory focuses on tangible outcomes that protect revenue streams and ensure operational stability from checkout to reconciliation.

Protect Checkout Integrity

  • Ensure accurate stock levels at checkout.
  • Synchronise pricing and promotions correctly.
  • Prevent abandoned carts from data mismatches.

Achieve Financial Truth

  • Establish a reliable order-to-cash process.
  • Automate reconciliation to reduce financial drift.
  • Maintain a clean, auditable transaction history.

Build a Scalable Operating Model

  • Design for multi-entity and multi-currency growth.
  • Define clear data ownership across systems.
  • Create an architecture that supports future channels.

Improve Post-Purchase Trust

  • Provide accurate order status and fulfilment data.
  • Process refunds and exchanges efficiently.
  • Reduce customer service queries from data errors.

Platforms We Integrate

Ecommerce ShopifyBigCommerceAdobe CommerceTikTok Shop
ERP & Accounting NetsuiteMicrosoft Dynamics Business CentralSage200OdooSAP B1SAP ECCMicrosoft Dynamics 365
Warehouse / WMS PeoplevoxMintsoftVeeqo
3PL Logistics WhistlSekoGXOBleckmannInPost Lockers
POS
Returns

Our Expertise

ERP Platform Advisory

We provide vendor-agnostic advice but possess deep expertise in the ERPs common to high-growth commerce.

NetSuite

SuiteCommerceSuiteTalk API
  • Multi-subsidiary financial models
  • Order-to-cash process design
  • Advanced inventory management
  • Custom record integration
Get NetSuite advice

Microsoft Dynamics 365

Business CentralFinance & Operations
  • Unified commerce data models
  • Supply chain configuration
  • Integration via Dataverse
  • Financial reporting setup
Get D365 advice

Brightpearl & Sage

BrightpearlSage IntacctSage X3
  • Retail-focused operating models
  • WMS & 3PL integration patterns
  • Inventory reconciliation governance
  • Multi-channel order management
Get platform advice

ERP Ecosystems

Connecting the Financial Core

An ERP's value depends on its connections. We design architectures that ensure data integrity flows across your entire operational stack.

ERP Consulting
Financial Source of Truth
NetSuiteMicrosoft Dynamics 365SAP S/4HANABrightpearlSage
Commerce Platforms
Shopify PlusBigCommerce EnterpriseAdobe Commerce
Warehouse & Fulfilment
WMS3PL ProvidersShipping Carriers
Orchestration & Automation
PatchworksCustom MiddlewareEvent-Driven Architecture
Operational Intelligence
Cogent AI

Risk Factors

Where ERP Integrations Fail

Unchecked issues between Shopify and your ERP actively destroy margin and customer trust. We identify and fix these revenue-draining failures.

Payout Reconciliation Drift

Shopify Payouts reports diverge from ERP ledger entries over time, creating a growing financial discrepancy that is difficult to unpick.

Symptoms

  • Payment gateway fees are not itemised correctly.
  • Discrepancies between net sales in Shopify and revenue in ERP.
  • Manual, multi-day reconciliation efforts each month.

Business Impact

Inaccurate profit and loss reporting, hidden refund processing errors, and significant manual effort for the finance team.

Root Causes

  • Ignoring transaction-level fee data from payment gateways.
  • Mismatched tax calculations between platforms.
  • Incorrect handling of currency conversion on foreign sales.

How Cogent2 Resolves This

Implement transaction-level reconciliation, mapping every order to its corresponding payout and fees via an orchestration layer before posting to the ERP.

Shopify Location Mismatches

Inventory counts diverge because the ERP's warehouse model does not map cleanly to Shopify's location_id structure, leading to stockouts and overselling.

Symptoms

  • 'Available to sell' quantity is wrong on the storefront.
  • Orders are routed to the wrong fulfilment location.
  • High rates of manual order edits to re-assign stock.

Business Impact

Lost sales from false stockouts, poor customer experience from backorders, and increased operational costs from fixing fulfilment errors.

Root Causes

  • Treating Shopify locations as identical to ERP warehouses.
  • Failing to account for 'committed' stock in transfers.
  • Integration logic cannot handle multiple inventory pools per location.

How Cogent2 Resolves This

Design a master inventory data model. Use an integration layer to translate the ERP source of truth into what Shopify's location structure requires.

Order Edit Webhook Gaps

Changes to an order in Shopify, particularly post-purchase edits or exchanges, are not reliably captured and sent to the ERP.

Symptoms

  • Customer service edits orders, but the changes do not appear in the ERP.
  • Fulfilled orders do not match the final customer invoice.
  • Refunds are processed against the original, not the edited, order.

Business Impact

Incorrect fulfilment, confused customers, and significant revenue leakage from un-captured up-sells or inaccurately processed refunds.

Root Causes

  • Relying solely on the initial 'orders/create' webhook.
  • Integration middleware lacks logic to handle 'orders/edited' events.
  • Ignoring the complexity of line item swaps vs. quantity changes.

How Cogent2 Resolves This

Architect an event-driven integration that subscribes to all relevant order webhooks, including 'orders/edited', and contains logic to reconcile changes against the master order record in the ERP.

The Cogent2 Difference

ERP Advisory for Commerce Operators

We focus on the commerce operator, not just the finance team.
Our advice prioritises revenue protection and customer trust.
We are ERP-agnostic, recommending the right fit for your model.
We design for scale, anticipating multi-entity and international growth.
Our solutions tackle data integrity at the source, not with patches.
We bridge the gap between technical implementation and business outcomes.
98%
Data integrity target for order-to-cash processes
-40%
Reduction in manual reconciliation effort
100%
Visibility of transaction data across platforms

Cogent AI

Surface Revenue-Critical ERP Gaps

Our AI acts as an operational co-pilot, monitoring the data flows between your commerce platform and ERP to flag integrity issues before they impact revenue.

Flag Order Settlement Gaps
Identify Payout Discrepancies
Detect Inventory Sync Drift
Monitor Refund & Return Errors
Verify Promo Code Reconciliation

Solidify Your Financial Core

Your ERP should be a source of stability, not a cause of revenue risk. Speak with our team to design an architecture that ensures data integrity from storefront to ledger.

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