Common Questions About Financial Data Integration
We get a lot of questions from businesses trying to figure out how to make their financial systems actually talk to each other. It's not always straightforward — and honestly, every company we work with has slightly different needs. Here are answers to the questions we hear most often. If you don't see what you're looking for here, just reach out.
Getting Started
Most people want to know what it actually takes to start syncing their data — and whether it's going to disrupt their current operations.
How long does a typical integration setup take?
It depends on what you're connecting. Simple ERP-to-accounting links can be running within two weeks. More complex multi-system setups — especially if you're dealing with legacy software — might take two to three months. We map everything out upfront so there aren't surprises.
Will this mess up my current workflows?
Not if we do it right. We usually run integrations in parallel with your existing processes at first. That way your team can verify the data is matching up before you switch anything over completely. No one likes surprises when it comes to financial reporting.
Do I need technical staff to manage this?
No. Once it's set up, the sync happens automatically. You might need someone to check logs occasionally or handle exceptions, but it doesn't require a developer. We train your finance team on what to watch for.
Can you work with older accounting software?
Usually, yes. We've connected systems from the early 2000s before. Sometimes it requires building custom APIs or using middleware, but if your system stores data in a database we can access, we can probably integrate it.
What if our data structure is messy?
Then we clean it as part of the integration. Honestly, most companies have some inconsistencies — different naming conventions, duplicate records, that kind of thing. We map and standardize everything during setup so your synced data is cleaner than the source.
How much does something like this typically cost?
It varies based on complexity and how many systems you're connecting. Small integrations might be a few thousand dollars. Enterprise setups with multiple data sources and custom reporting can run higher. We scope everything out and give you a fixed quote before starting.
Soo-Min Baek
Integration Specialist
Soo-Min has spent the last nine years helping companies in South Korea connect their financial systems. She worked in corporate finance before moving into technical integration, so she understands both sides — what the numbers need to show and how to make the technology deliver it.
What happens when one of our systems updates or changes?
This is actually one of the most common concerns. Software vendors push updates all the time, and sometimes those updates change how data is structured or accessed.
We build integrations with version monitoring built in. When your accounting software or ERP releases an update, we get notified automatically. Most updates don't break anything — maybe they add new fields or slightly adjust formatting. But if there's a breaking change, we catch it before it affects your sync.
For major upgrades, we test the integration in a sandbox environment first. Then we coordinate the cutover during a low-activity period so your team isn't scrambling mid-month.
- Version tracking alerts us to changes in connected systems
- Sandbox testing before major updates go live
- Rollback procedures if something unexpected happens
- Support contracts include update management
How do you handle data security and compliance?
Financial data security isn't optional. We're very aware of that. All data transfers happen over encrypted connections, and we don't store your actual financial records on our servers — we just facilitate the sync between your systems.
For companies that need to meet specific compliance standards, we document everything: data flows, access logs, encryption methods, retention policies. We've worked with auditors before and know what they're looking for.
Access controls are granular. You decide who can see what, and all activity is logged. If someone on your team runs a manual sync or makes a configuration change, there's a record of it.
Can we sync data in real-time or is it always scheduled?
Both options are available, and it really depends on what you need. Real-time syncing means data moves between systems as soon as it changes — immediately. That's great for inventory tracking or transaction processing where timing matters.
Scheduled syncs run at specific intervals: hourly, daily, weekly, whatever makes sense. This works well for general ledger updates, payroll imports, or monthly reconciliations where you don't need instant updates.
Most of our clients use a hybrid approach. Critical transactional data syncs in real-time, while reporting and analytics data updates on a schedule. That balances performance with system load.
What Integration Actually Looks Like
Sometimes it helps to see what we're talking about. Here are a couple examples from recent projects where we connected financial systems for businesses operating in South Korea.
Unified Financial Dashboard
This manufacturer was tracking orders in one system, inventory costs in another, and doing financial reporting in a third. Now everything flows into one view.
Automated Reconciliation
A logistics company was spending hours each week matching transactions between their billing system and accounting software. Now it happens automatically every night.
Still Have Questions?
Every business has unique data challenges. If you didn't find your specific situation covered here, let's talk about it. We can walk through your current setup and figure out what would work best for you.