Published Apr 29, 2023

Guide to ERP integration and automation

Laurie Smith

Sr. Product Marketing Manager, Content

Laurie Smith

ERP automation relies on integrating an enterprise resource planning (ERP) system with other software and systems. Connecting disparate applications that work with an ERP improves the speed and accuracy of business reporting, vastly reduces manual data entry and siloed data, and facilitates strategic planning.

ERP Integration and Automation Overview

For many organizations across various industries, an ERP is a foundational application that’s at the heart of their operations. Examples of ERP software include NetSuiteMicrosoft Dynamics 365SAP Business ByDesign, and Acumatica.

An ERP has a broad sense of responsibilities and footprints while owning the system of records for key business objectives. Business processes that rely on an ERP include finance, accounting, project management, supply chain, manufacturing, and procurement.

A single business process, such as quote-to-cash, involves multiple teams and departments that are using applications from a different ecosystem than the ERP. As a workaround, these employees typically resort to spreadsheets, emails, and other manual, repetitive tasks to transfer data. Manual processes increase the risk of inaccurate data, time-consuming errors, and added costs.

In contrast, integration-driven automation accelerates various enterprise-wide processes, reduces errors and overhead costs, and enables teams to focus on more strategic business initiatives. Automation and integration increases the ROI on your technical investment while also accelerating a company’s operations. Entire processes that are centered around an ERP can be automated, including quote-to-cash, order-to-cash, item management, procure-to-pay, expense management, and more.

How to Decide if You Need ERP Integration and Automation

Are you experiencing any of the below challenges?

  • Multiple ERP instances and third-party tools with integration gaps
  • Siloed data
  • Disparate processes and procedures due to mergers, acquisitions, and reorganizations
  • Slow, error-prone manual workarounds
  • A lack of visibility and real-time information for management

A Roadmap to ERP Integration and Accounting Automation

Celigo’s unique process-centric approach enables companies to automate and optimize all of their business processes at scale. Data quality is improved, impacting the speed and accuracy of reporting — enabling confidence in making strategic decisions.

For Finance Teams

Gain complete visibility across all your application portfolios in real time, enabling you to focus on making more informed strategic decisions. Enhance visibility into billing terms to improve cash flow management and financial reporting.

For Sales and Accounting Teams

Integrate and automate your entire sales cycle from quote to invoicing while eliminating error-prone manual invoice processing. Sync customers, contacts, opportunities, quotes, orders, fulfillments, products, invoices, and financial transactions between your ERP and CRM.

For Ecommerce and Supply Chain Teams

Streamline your whole operations to scale while keeping costs as low as possible. Measure key performance metrics around order-to-fulfillment rates, stock-outs, order cancellations, and cart abandonment to identify areas for operational improvement.


Benefits of ERP Integration and Automation


Celigo enables technical and non-technical teams to automate manual tasks by seamlessly integrating all siloed SaaS applications with one integration platform. Example benefits of using Celigo’s platform:

  • Eliminates the data silos between different teams across the enterprise
  • Boosts data visibility for sales and finance
  • Reduces overhead, saves time and resources
  • Minimizes the risk of errors
  • Improves the speed and accuracy of reporting and strategic decisions
  • Improves confidence in compliance
  • Maximizes the accuracy and timeliness of your expense processes

Why Celigo?

Celigo automates every stage of your business

Whether you are at an early stage or mature in your automation journey, Celigo provides full coverage with a comprehensive library of solutions built to support business process automation. With managed, prebuilt solutions, you can leverage AI/machine learning to manage and assist in integrations, including self-healing and error management.

Experts in business process automation

We have deep subject matter expertise and are the leader in business process automation, thanks to thousands of customers choosing Celigo for enterprise-wide process automation. We provide end-to-end coverage with expert guidance and customizable business best practices.

A powerful, scalable platform

The Celigo platform is an enterprise-ready Integration Platform as a Service (iPaaS) that can handle complex integrations across diverse use cases and industries. Integrate all of your applications, automate your business processes, scale your business, and say goodbye to operational inefficiencies.

Accessible to everyone

An intuitive UI empowers business users to self-serve and manage automations without coding. Easy-to-use monitoring and error management means you don’t have to rely on technical resources to build and manage your integrations.

About Celigo

At Celigo, we enable breakaway growth, controlled cost management, and superior customer experiences by ensuring that every process – at any level of the organization – can be automated in the most optimal way. Create efficiencies within every department in your organization and experience more value from your applications.