Sync Only What Your Accounting Actually Needs | Smart Integrations with Precoro

If you're using Precoro alongside an ERP or accounting system, you clearly know the value of that integration. You get a consistent view of your data, seamless sync between several tools, and most importantly, zero manual work to keep everyone in the loop. 

Integrations are supposed to save time, but when they don’t provide enough flexibility, it might lead to the opposite. One-third of financial professionals spend 10 weeks a year manipulating data just to get usable insights. There’s a reason for that: ERPs or accounting systems often sync everything, whether it’s relevant or not. What you get is mixed-up data that’s not reliable for financial planning and cost evaluation. Teams don’t have any control over where expenses are recorded, and budgets no longer match actual spend. Multi-entity companies waste time they can’t afford on cleaning records that should have been organized from the start.

With Precoro’s Smart Integrations, you have the final say over the accounting sync. New import options let you decide what flows into Precoro from your ERP or accounting tool. Internal supplier and document status helps manage what goes back out, so only relevant data enters your ERP. You don’t need any workarounds. Once you try it, checking that box becomes second nature, so only the data accounting actually needs gets pulled in.

Read on to learn how it works and where it makes the biggest difference for your teams.

How Smart Integrations work

Smart Integrations are built around a simple idea: your accounting sync should reflect how your team actually works. Precoro helps you refine your data with two core features.

Intelligent data import into Precoro

Most teams dread the setup phase of new software for exactly one reason: you have to import everything, even irrelevant data, before you can start using the tool. Smart Integrations changes that.

Instead of extracting the entire history from QBO, Xero, or NetSuite, Precoro imports only what's been actively used in the last 12 months, including:

• Suppliers
• Items
• Taxes
• Chart of Accounts
• Classes
• Departments
• Customers

Your team starts with a completely clean slate. Any data you previously had to manually sift through now stays in the original software.

For step-by-step details, check out our Knowledge Base guides for QuickBooks Online, NetSuite, and Xero.

Flexible data sync to the accounting system

The same logic applies once you're up and running and need to do the opposite: sync Precoro with your accounting system. Not every supplier that’s stored in Precoro belongs in your accounting system. Some are placeholders, some are still pending approval, and others are required purely for internal tracking or use payment methods that shouldn’t be synced, such as cash.

The same can be said for documents, as select POs or invoices are often kept only within the procurement system. Just mark them as internal in Precoro, so they’re still available for any purchasing workflows but won’t skew your accounting data. 

All the bulk imports, irrelevant records, and general clutter that usually come with a new integration no longer have to be part of the process, thanks to Smart Integrations.

Read more about the internal status here.

Impact on your work | Clear-cut benefits of Precoro’s Smart Integrations

Smart Integrations change how much time multi-entity teams spend managing different systems. The less effort finance puts into fixing what comes in, and the less procurement has to navigate system constraints, the more both teams can focus on work that actually moves things forward. 

With Precoro’s Smart Integrations, you can:

Implement faster without a heavy setup

Your team no longer has to bring in a full accounting database just to get started. Skip the heavy data integration and focus only on the information your team needs right now, such as recent POs and active suppliers. You integrate both systems faster without disrupting internal operations.

Reduce manual work

No need to spend days tracking down misplaced records and figuring out how to fix them. Smart Integrations give you hours back: all of that time spent on data cleanup can now be dedicated to actual strategic work, such as managing budgets or controlling costs.

Report and reconcile with confidence

Every report will finally reflect what’s actually happening. With internal supplier and document status, only relevant records appear in your ERP or accounting systems. That reliable data can be used to generate accurate reports for month-end closes. Reconciliation that took several messages to investigate now takes seconds. 

Scale across entities

Your growth no longer halts procurement operations. Precoro supports you all the way through, even as your integration needs become more complex. Each entity can set up its own local rules in the system and integrate only the records it needs.  

Automate across any workflow

Adding a new integration won’t change your workflow. Both procurement and accounting teams can continue working as before, with more control, thanks to Smart Integrations in Precoro. With the option to mark suppliers and documents as internal, you set the rules, while automation works around the way your organization operates.

The platform behind the integration

Precoro is an AI-powered procurement centralization and automation platform that helps mid-market teams with multiple entities manage the full procure-to-pay process in one place, from request to final payment. The platform brings purchasing, vendor management, and AP under one roof and connects that process directly to the accounting tools your team already relies on. The goal has always been one clean, connected workflow where nothing falls through the cracks and nothing has to be entered twice.

Over 1,000 companies already trust us to centralize their purchasing for cleaner data and benefit from a seamless procure-to-pay process. Smart Integrations takes that further, so that the connection between Precoro and your accounting system is always reliable, without the setup overhead.

We’re not stopping here. Corporate cards and AI-powered contract scanning are just the tip of the iceberg of what’s to come for our feature set. Check our open product roadmap to explore upcoming releases and upvote the ideas that matter most to your team.

New to Precoro?

Book a demo, and we'll walk you through how Precoro connects with your accounting system and what your team's workflow looks like once it does.