ERPSync
Sync QuickBooks Online and NetSuite, read every document, report live in Excel, and let AI agents do the work — safely. Built by a CPA who runs multi-entity books on it every day.
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Ledger Sync
QuickBooks Online & NetSuite, always reconciled
ERPSync pulls your full accounting history into a governed data warehouse and keeps it current with incremental sync. Your accounting system stays the system of record — ERPSync ties to it at the account level, so financial statements out of the warehouse reconcile back to the source.
- Full historical sync plus continuous incremental updates
- Multi-tenant, multi-company, multi-entity from day one
- Income statement and balance sheet that tie to QBO/NetSuite account by account
- Write-back to QuickBooks through a single validated gateway
Document Intelligence
Every invoice, statement, and contract — readable and linked
Connect Google Drive, Microsoft 365/SharePoint, and email. ERPSync renders and OCRs your documents with word-level precision, indexes them for both exact and semantic search, and links them to the transactions they support.
- AI-powered OCR with word-level position and confidence scoring
- Hybrid search: exact text match plus semantic meaning, in one query
- Page-anchored deep links — jump from a transaction to the exact page
- Source-aware duplicate detection across Drive, SharePoint, and email
Live Excel Reporting
The ERPSYNC add-in turns Excel into your reporting layer
Stop exporting. The ERPSYNC Excel add-in gives you live custom functions over your synced books — balances, subtotals, ratios, and trends that refresh in place, with entity and date-range parameters built into the worksheet.
- =ERPSYNC.SUBTOTAL, =ERPSYNC.RATIO, =ERPSYNC.TREND, =ERPSYNC.ENTITIES
- Worksheet parameter controls for entity and period — like a mini BI tool in Excel
- Financial ratios exposed transparently, not as black-box numbers
- Works with Claude for Excel: an AI agent builds and refreshes reports in the grid
AI Agent Access
An MCP server built for accounting data
ERPSync exposes your books, documents, and reports to AI agents through the Model Context Protocol (MCP). Claude, ChatGPT, and other agents can query financials, search documents, look up vendors, and run close workflows — with every call passing through permissioned, audited tools.
- Query GL, financial statements, vendors, and sales data conversationally
- Agents read documents and attach evidence to transactions
- Per-user, per-company permissions on every tool
- One audited gateway for all reads and writes — the source ERP is never exposed directly
Data Hub
Your warehouse, your BI tools
ERPSync can feed your analytics stack directly. Nightly delivery into Snowflake lets your team connect Power BI or Tableau to clean, reconciled accounting data without touching the source system.
- Nightly Postgres-to-Snowflake delivery
- Connect Power BI, Tableau, or your own SQL
- Clean, reconciled data — not raw API dumps
- BigQuery and custom destinations by arrangement
Security & Governance
Guardrails a CPA trusts with real client books
ERPSync was hardened for the multi-client reality of an accounting practice: every company’s data is isolated at the database level, access is scoped per user, and privileged operations are gated to the caller’s actual permissions.
- Database-level tenant isolation (row-level security)
- Per-user company access controls
- Privileged database functions gated to caller permissions
- Single choke point for ERP write-back, with validation
The Bigger Picture
ERPSync executes. ContxOS remembers.
ERPSync is the execution layer: connectors, sync, documents, reporting, and agent tools. Its companion system, ContxOS, is the workflow and memory layer — it gives AI agents durable context across sessions and turns real accounting procedures into repeatable, runnable workflows.
Together they encode working accounting expertise — intercompany reconciliation, AP invoice identification, vendor cleanup, deposit management — as workflows an agent can execute against your books instead of starting every month from a blank chat window.
That combination is what you're buying: not another dashboard, but encoded expertise that executes itself — with a CPA behind it.