--- title: "Managed ERP Reconciliation Service | Logistify AI" description: "Connect QuickBooks, ERPs, CRMs, and inventory systems. Reconcile conflicting records so finance, ops, and sales all work from one approved view." url: https://logistify.ai/agents/system-integration/ --- Managed service # System Integration Agent Every team. One managed, trusted view of the business. Every team has its own system. Every system has its own version of the business. Finance reports one revenue number. Sales reports another. Operations has a third. Someone manually exports, transforms, and reconciles the data before management can get a usable report — and after all that, the numbers still don't always agree. Logistify AI connects your existing systems and reconciles conflicting records so every team works from one approved, trusted view. Your ERP and QuickBooks stay as the system of record. The coordination layer around them becomes clean and automatic. [Start a Pilot](https://logistify.ai/get-started/) [See how it works](https://logistify.ai/see-a-demo/) ![System Integration Agent in action](https://logistify.ai/agent-system-integration.webp) 25 hrs Average weekly manual reconciliation 95% Say app integration is essential for growth 10 Average business apps in use $3k Estimated monthly unused software spend The problem ## Your teams produce different answers to the same business question. Finance, sales, operations, and management each rely on different systems — and each system has its own version of what the business looks like. Revenue figures differ between QuickBooks and the CRM. Inventory counts differ between the ERP and the warehouse system. Order totals differ between sales and finance. Someone manually exports, transforms, and reconciles these numbers before any report can be trusted. The process is slow, breaks whenever systems or processes change, and still produces disagreements that delay decisions. The solution ## You keep your systems. We run the reconciliation work. Logistify AI connects your existing systems — QuickBooks, your ERP, inventory system, CRM, sales channels, and spreadsheets — and maps how each one represents the same business concepts. It resolves conflicting records, establishes which system is authoritative for each metric and process stage, and publishes one governed view that every team can work from. Your ERP and QuickBooks stay as the system of record. The messy coordination layer around them is automated. Every approved number retains a full audit trail back to the source transaction. How it works ## How Logistify delivers the work 1. 01 ### Connect and discover The agent inventories your source systems, APIs, spreadsheets, exports, and data owners. It captures the current manual process and identifies where each team's numbers come from and where transformations occur. 2. 02 ### Map fields, entities, and business definitions Every field and entity is mapped across systems. The agent identifies how each system defines customers, orders, revenue, inventory, and margin — surfacing where the definitions conflict and where records refer to the same real-world entity under different names or codes. 3. 03 ### Reconcile records and route exceptions Conflicting records are matched and resolved using source-of-truth rules you approve. Ambiguous or high-impact discrepancies are routed to a human reviewer with source evidence, the reason for the difference, and a recommended resolution. Approved outcomes become reusable rules. 4. 04 ### Publish the approved view and monitor continuously Every team works from the same trusted numbers, published on schedule. Each figure drills back to the source transaction and the rule that produced it. Ongoing monitoring catches connector drift, schema changes, and definition drift before they corrupt the next report. Capabilities ## What's included in the service ### Order-to-revenue reconciliation Compare orders from sales channels and CRM with ERP sales orders, shipments, and invoices. Explain what is booked, shipped, billed, cancelled, or still pending — so sales, operations, and finance share one view. ### Inventory availability Reconcile ERP and warehouse quantities, open sales allocations, purchase receipts, and spreadsheet adjustments to produce one approved available-to-sell figure. ### Revenue and margin by product and customer Harmonize invoice revenue, discounts, returns, taxes, and cost basis across systems so finance, commercial, and management report the same margin. ### Customer balance reconciliation Match customer accounts, invoices, credits, payments, and bank receipts across CRM and QuickBooks to give finance and sales one shared customer exposure view. ### Management reporting pack Automate the recurring collection, mapping, and validation of agreed KPIs from departmental systems, so the management report is available on schedule without manual assembly. ### Master-data synchronization Detect duplicate or inconsistent customer, product, and location records across systems and manage approved corrections — so the same entity is never counted twice or missed. Input channels ## Works with how your people already communicate - QuickBooks - ERP systems - Inventory & WMS - CRM - Sales channels - Spreadsheets ERP integrations ## Connects to your existing systems - QuickBooks Online - QuickBooks Desktop - SAP - NetSuite - Odoo - Microsoft Dynamics - Fishbowl - Unleashed - Don't see your ERP? [Contact us](https://logistify.ai/get-started/) ## Let Logistify run this workflow for you. Tell us how the handoff works today. We will map your systems, run the routine work, and surface only the exceptions that need your team’s judgment. [Start a Pilot](https://logistify.ai/get-started/) [Book a demo](https://logistify.ai/see-a-demo/) ## Further reading [![Reconcile Your ERP with Finance and Operations: One Version of the Truth for Manufacturers and Distributors](https://logistify.ai/images/reconcile-your-data-systems-hero.png) Product ### Reconcile Your ERP with Finance and Operations: One Version of the Truth for Manufacturers and Distributors Finance reports one revenue figure. Sales reports another. Operations has a third inventory count. Each system is accurate by its own logic — the problem is that each one defines revenue, orders, and inventory differently. This post explains why the numbers disagree, what a reconciliation layer does that a standard integration does not, and how manufacturers and distributors can get every team working from one approved view without replacing any of the systems they already use. Read the article](https://logistify.ai/blog/reconcile-erp-finance-operations-one-version-of-the-truth/) ## Explore other AI Agents [### Sales Order Agent Connect Logistify to the email, WhatsApp, voicemail, SMS, and document channels where your orders arrive. We handle intake and return clean, confirmed orders in your ERP. Learn more](https://logistify.ai/agents/sales-order/) [### Accounts Receivable Agent Upload your bank file. We match each customer payment to the open invoices it pays, record it in your accounting system, and explain every payment that needs a person. Learn more](https://logistify.ai/agents/accounts-receivable/) [### Procurement Agent Logistify automates purchase order tracking after approval, follows up with suppliers and vendors, captures their commitments, and routes important differences to the right person. Learn more](https://logistify.ai/agents/procurement/)