Your ERP is the financial book of record. If order, inventory and payment data cannot be trusted on arrival, downstream reconciliation debt becomes unmanageable.
Specialist consultants for NetSuite, Brightpearl & Dynamics 365
ERP Operational Integrity
We find and fix the data integrity flaws that create reconciliation debt and erode trust in your core financial systems. No more manual adjustments at month-end.
Month-end just broke. Again. We audit your entire order-to-cash lifecycle, identifying where settlement drift starts and how data mismatches create financial risk.
A single failed order sync can throw off an entire day's reporting. We engineer robust, observable integrations that preserve the financial trust boundary between platforms.
The bank statement does not match the payment gateway report. CogentAI monitors your ERP data feeds, automatically flagging settlement drift and reconciliation gaps before they hit the ledger.
ERP System Objectives
The goal is not just data synchronisation. It is creating a single, reliable financial truth that your entire organisation can depend upon for reporting and operations.
ERP Platform Expertise
Our expertise is not just technical. We understand the specific financial accounting and operational challenges of each platform.
The ERP Ecosystem
True financial integrity depends on how well the ERP connects with every other system touching orders, inventory, and payments.
Common Failure Patterns
These recurring issues create silent data corruption, leading to significant reconciliation debt and a loss of financial control.
Sales orders from a specific Shopify market are posted to the wrong legal entity in NetSuite, misstating revenue and tax liability.
Audit failure risk. Material misstatement of financials. Inaccurate tax remittance.
Re-architect the integration to use a dynamic mapping table. Implement pre-posting validation checks against subsidiary rules. Build alerts for mapping failures.
The Shopify Order Number is used as the External Document No. in Business Central, but refund or edit flows create duplicates, causing syncs to fail.
Incomplete financial records. Wasted development time diagnosing 'random' errors. Lost trust in the integration's reliability.
Define a robust and unique keying strategy for all entities. Use prefixes (e.g. SHO-, SHR-) for Shopify orders and refunds. Ensure middleware guarantees idempotency.
A 'gift set' sold on Shopify as one SKU is not broken down into its constituent component SKUs in the ERP, leading to inaccurate inventory and COGS.
Overselling and poor customer experience. Skewed inventory valuation on the balance sheet. Flawed profitability analysis.
Middleware must transform the parent 'bundle' SKU into a sales order with multiple component 'kit' lines before posting. The ERP must be configured to handle assembly/kit items.
The tax amount calculated by Avalara and charged on Shopify does not match the tax liability recorded against the invoice in the ERP.
Significant manual effort to find discrepancies. Risk of incorrect tax filings and penalties. Inability to automate tax compliance.
Enforce the tax engine as the single source of truth. Post the exact tax amount from the engine to the ERP as a non-calculable line. Implement a three-way reconciliation to flag drift.
Why Cogent2 for ERP Integration
CogentAI for ERPs
CogentAI acts as a perpetual audit layer, monitoring data flows into your ERP and flagging the inconsistencies that create financial risk.
Guides & Briefings
If you spend more time reconciling data than analysing it, your integration architecture is failing. Let our finance systems experts audit your stack and provide a clear, actionable roadmap to a trustable book of record.
