The Accounting integrations service extends any of the core services — Invoice Intermediation, Invoice Lifecycle, or Debt Collection — by automatically synchronizing financial data from the CFIS framework into the client's connected accounting system.Once invoices are processed and payments are received, the relevant ledger entries and payment records are pushed directly to the target accounting platform, keeping the client's bookkeeping environment up to date without manual data entry.This service is an add-on to the core services — it is not available as a standalone integration and requires an active invoice or collection service to be in place.
The module handles three types of financial data, each with its own submission and status monitoring endpoints:Invoice data — invoice records are synchronized to the accounting system after distribution, allowing the creditor's accounts receivable to be tracked automatically.Ledger entries — accounting transactions are submitted as ledger documents containing account numbers, VAT details, amounts, booking dates, and optional cost centre dimensions.Payment records — payments received and processed by the agency are submitted to the accounting system with full allocation details, including capital, interest, and fee breakdowns.
Confirma Finance develops the technical integration service to the accounting system and acts as the integration proxy service between client and the accounting system.Available integrations:
