OHM · Workflows · Sync to ERP
Sync to ERP
Posted compliant, so the book never needs a cleanup pass.
Entries reach your ERP already balanced, already supported, already in the right period. The ERP stays the system of record — OHM posts into it rather than beside it.
The same step, two ways
How it runs today
- Entries are keyed, then corrected, then re-corrected during the close.
- The sub-ledger and the control account disagree, and someone reconciles them by hand.
- Intercompany entries are posted by one side and chased with the other.
- The period closes late because the cleanup is the close.
With the team on it
- Every entry is balanced and carries its support before it is written.
- The sub-ledger agrees to the control account daily, not monthly.
- Both sides of an intercompany entry are agreed before either posts.
- The books are reportable on the day the period ends.
Who runs, and what they enforce
All of them, on the same journal entry, at the same time. Not a queue.
| Agent | What it enforces |
|---|---|
| Journal Agent | Entry balanced, support attached |
| Reconciliation Agent | Sub-ledger agrees to the control account |
| Intercompany Agent | Counterparty entity agreed |
| Period Agent | Posted in the open period |
| Audit Agent | Immutable trail written |
| Report Agent | Books ready to report, no cleanup pass |
Agents without a link yet are part of the team but do not have a page written up.
What lands in your ERP
A balanced journal in the open period, in your ERP, with its support attached and an audit trail that can be re-read months later.
Book clean
The stamp on a journal entry that cleared this step. It means every check ran and passed — not that a sample did, and not that it will be reviewed later.
See this step run on your last 90 days.
One export. No connector. We come back within a working day.
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