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Integration FAQ

Common questions about connecting Mod AI to your ERP system and syncing data.

What data syncs from my ERP to Mod AI?

Mod AI pulls the following data from your connected ERP:

  • Vendors -- Your vendor/supplier list, including names, addresses, and payment details.
  • Purchase orders -- Open and recent POs for invoice matching.
  • Chart of accounts -- Your GL account structure for invoice coding.
  • Employees -- Employee records used for approval routing and user matching.
  • Items -- Item master data for line-item matching.
  • Receipts -- Goods receipt records for three-way matching.
  • Dimension values -- Departments, classes, locations, and other dimensions used in coding.
What data syncs back to my ERP?

Mod AI sends the following data back to your ERP:

  • Approved invoices -- Once an invoice completes the approval process, it syncs to your ERP as a bill or AP voucher.
  • Vendor credits -- Approved vendor credits sync back as credit memos.

All synced records include the full coding, line items, and approval details so your ERP has a complete record.

How do I connect my ERP?

ERP connections are set up in collaboration with the Mod AI team. Reach out to support@usemod.ai to get started. The process typically involves:

  1. The Mod AI team configures the connection for your specific ERP.
  2. You provide authentication credentials or authorize access.
  3. An initial data sync pulls your vendors, POs, chart of accounts, and other records.
  4. The connection is tested and validated.

The setup process is typically completed within a day.

What ERPs are supported?

Mod AI integrates with a wide range of ERP systems:

  • QuickBooks (Online and Desktop)
  • NetSuite
  • Xero
  • Sage Intacct
  • D365 Business Central
  • SAP ByDesign
  • SAP S/4HANA
  • Oracle Fusion
  • Workday
  • D365 F&O
  • FreshBooks
  • Zoho Books
  • Blackbaud
  • ClearBooks
  • Moneybird

If your ERP is not listed, contact us -- we are continuously adding new integrations.

Can I connect multiple ERPs?

Each entity connects to one ERP system. If your organization has multiple entities, each one can connect to a different ERP. For example, your US entity might use QuickBooks while your UK entity uses Xero. However, a single entity cannot connect to more than one ERP simultaneously.

What if my data is not syncing?

If data is not syncing as expected, check the following:

  • Integration account permissions -- Make sure the account used for the ERP connection has the necessary access permissions.
  • Record status in your ERP -- Verify that the records you expect to see (vendors, POs, etc.) are not archived, inactive, or deleted in your ERP.
  • Sync schedule -- Data syncs run on a schedule. Recent changes in your ERP may take a short time to appear in Mod AI.

If the issue persists after checking these items, contact support@usemod.ai with details about what is not syncing and we will investigate.

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