Implementation and migration

An accounting integration with explicit validation

A two-way accounting integration validates record mappings and data precision at the boundary between systems.

Built for: SMT Research, Vancouver
Service line: Implementation and migration
Window: Jun to Sep 2026
Milestone: Live both directions 2026-07-21

The headline numberValidationAt the integration boundaryTechnical capability. Client accounting data is confidential.

01Key numbers

What we measured

ValidationAt the integration boundaryTechnical capability. Client accounting data is confidential.

02The situation

What was true before

A two-way accounting integration validates record mappings and data precision at the boundary between systems.

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03What we built

The mechanism

The public case describes the implementation. Client financial data and findings are withheld under NDA.

Explicit account mapping

Resolve fully qualified account names and flag ambiguous matches for review.

Heartbeat and reconciliation

Track sync activity and surface stalled jobs. Reconcile transferred records against their sources.

1Quote accepted

2Create order and lines

3Carry the tax code across

4One location and work order per segment

5Raise intake tasks from config

6Fault path: show the real errorAdded

Depiction · The quote-to-order conversion, as rebuilt. Eleven create and update steps, each with a fault path.It had no fault handling at all, so a failed conversion crashed silently and the salesperson could only report that it did not work. The error screen is why they can now say what went wrong.

Surfaces built

Walkthroughs use demonstration data. Client records remain confidential.

Integration previewImage withheld
Sync status and heartbeatImage withheld
Mapping exception reviewImage withheld

The finding

Client financial information is confidential.

Amounts, ratios, financial findings and underlying client records are not published.

04Outcome

What changed, verified

The implementation is described through its workflows and controls.

Integration preview
Sync status and heartbeat
Mapping exception review

How it was verified

Validation compares source records with system outputs. Client records and financial results remain private.

Sources

docs/research/01-salesforce-platform.md §2.5 · QuickBooks integration
docs/research/01-salesforce-platform.md §5 · Pull quotes

Keep reading

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16Archive objectsTechnical schema count. Transaction values and financial findings are confidential.
Legacy history connected to Salesforce
Historical records belong in dedicated archive objects, linked to current records without triggering operational automation.
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Audit trailOn stock changesTechnical capability. Stock quantities, valuations and production volumes are confidential.
Inventory movement with an audit trail
Inventory workflows connect receiving, transfers, field use and replenishment with a traceable record of each change.

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