Book a consultation

Integration with the accounting software you already post in

We don't ask anyone to change their accounting to fit an implementation. It is the system that has to fit you.

You don't change your accounting to fit the implementation

SaldeoSMART sends documents to the software you already post in. The vendor documents integrations for more than forty systems: Comarch ERP Optima, enova365, Symfonia, InsERT, Wapro, RAKS, Ramzes and less common ones.

The difference between partners only begins where the standard data exchange is not enough. At that point we write a solution of our own. Hence the line we repeat to clients: with us the conversation doesn't end at “that cannot be done”.

Each company has its own Optima synchronisation setup, visible on a single shared list. (Polish interface) SaldeoSMART material

What actually goes across

Depending on the system and the configuration: the document with its line items, the VAT register, the supplier record, the coding scheme, analytical dimensions, payments. With the first company we settle this once and check it on real documents, including what happens with a correction, a duplicate and a foreign currency invoice.

SystemHow the connection usually looks
Comarch ERP OptimaThe best documented route, with the VAT register and the supplier record. For unusual schemes we add extensions of our own.
enova365Exchange through a dedicated add-on. A frequent subject is mapping analytical dimensions onto categories in SaldeoSMART.
Symfonia, InsERT, Wapro, RAKSStandard file exchange or a direct connection, depending on the version and the module.
Systems outside the listThe SaldeoSMART API. The question is then not “can it be done”, but “what does it cost and is it worth it”. We answer that before we quote.

What an integration costs

Some connections are included in the price of the product. Some are charged separately. For a few systems there are stronger solutions than the standard one, which replace the basic integration and carry a price list of their own. We don't publish figures on the site because they change; we give them in conversation, before we issue a quote.

Where we draw the line

If your software is outside our experience, we'll say so plainly and quote an honest amount of time for working it out, or suggest a simpler export that just works. We prefer to start with a smaller promise and deliver it.

Related

Let's talk about your implementation

Write and tell us what you post in and what can't be transferred automatically today. We'll reply with how the integration looks in your system and whether anything has to be written for it.

One named person runs it and stays with you after go-live. Prefer to call? 513 805 506