Banks and payment platforms
Approved, validated payables data prepared for your payment channel.
Integrations
Deep, two-way ERP integration designed by the team that implements the ERP.
Master data flows into Stream so every invoice, expense and purchase order is validated before it posts. Approved transactions flow out with attachments and approval status. Errors come back to Stream where AP fixes them. Sync direction, frequency and posting policy are agreed per entity.
Microsoft Dynamics 365 partner-builtMaster-data validationRetries and visible error resolution
Supported ERPs
Choose your system of record
Each integration has its own page with the records that synchronize in each direction, the capabilities, error handling and FAQs.
Microsoft Dynamics 365 Finance & Operations
AP, expense and procurement automation aligned to D365 Finance and Supply Chain legal entities, financial dimensions, purchasing and posting.
- Legal entities and financial dimensions
- Vendors, POs, product receipts and invoices
- Vendor invoice journals and pending invoices
- Workflow status, vouchers and payment state
Microsoft Dynamics 365 Business Central
Purchase invoice creation, vendor and dimension synchronization, attachments, approval status, posting and integration-error handling for Business Central.
- Companies, vendors and global dimensions
- Purchase orders and receipts
- Purchase invoice creation and posting
- Approval status, attachments and error handling
Oracle NetSuite
Vendor bills, purchase orders, item receipts, subsidiaries, classes, departments, locations and custom segments.
- Subsidiaries and currencies
- Vendor bills and purchase orders
- Custom segments and fields
- Approval routing and posting
Sage Intacct
AP bills, purchasing, entities and dimensions for multi-entity Intacct environments.
- Entities and dimensions
- Vendors and bills
- Purchasing and approvals
- Validation and posting
QuickBooks
Invoice capture, coding and approval in front of QuickBooks so bills reach the ledger validated and approved.
- Companies and classes
- Vendors and bills
- Chart of accounts mapping
- Approval and export controls
COINS
Invoice automation for construction finance with job, cost head, supplier, company and purchasing context.
- Companies and jobs
- Suppliers and purchasing
- Cost heads and coding
- Exception ownership
Other systems and API
REST APIs, webhooks, identity providers, banks and payment platforms, card feeds, vendor portals, BI and industry applications.
- REST API and webhooks
- SAML/OIDC single sign-on
- Additional ERP connectors on request
How it works
What every Stream integration does
The pattern is the same across ERPs; the records and posting policy are specific to yours.
Inbound
Master-data synchronization and validation
Entities or companies, vendors, chart of accounts, dimensions or segments, purchase orders, receipts, periods and users synchronize on a schedule. Stream validates coding against real combinations and never posts into a closed period.
- Vendors, dimensions, accounts, POs, receipts
- Combination and period validation before approval
- Scheduled sync per record type
Outbound
Posting with attachments, approval status and write-back
Approved invoices, expense reports and purchase orders are created in the ERP with header and line detail, attachments and approval history. Document numbers, vouchers, posting status and payment state flow back so users never need to open the ERP to answer status questions.
- Header and line posting
- Attachments and approver names on the ERP record
- Vouchers and payment status back in Stream
Errors
Integration retries and visible error resolution
Every attempt is logged. Transient issues retry automatically; business errors show the ERP's message, are assigned to an owner, corrected in Stream and retried. Integration status appears on every record and on the dashboard.
- Automatic retries
- Owners, reasons and fixes in Stream
- No re-keying in the ERP
Beyond the ERP
The rest of the finance ecosystem
Stream participates in a broader integration design where needed.
Expense card feeds
Corporate card transactions matched to receipts in Expense Management.
Vendor portals and e-invoicing
Structured invoices received directly.
Data platforms and BI
Stream data available for Power BI and warehouse reporting.
Identity providers
Microsoft Entra ID, Okta and other SAML/OIDC providers for SSO.
Industry applications
Practice management, property, franchise and project systems scoped per customer.
Next step
Validate your integration design before you buy
Bring your ERP edition, entity structure, dimension model, PO mix and posting policy. We will walk through the integration and show it on a representative invoice.