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Learning path · 5 steps

Connect Your Systems Without an ERP Rebuild

"I want to understand how my ERP, TMS, bank, and other applications actually connect."

  1. 1
    Problem

    Understand why most treasury stacks stay disconnected, and what integration really means.

    ARTICLE

    Why Treasury Tech Is Still Monolithic (And Why That No Longer Works)

  2. 2
    Mechanism

    See how a small data layer connects systems without waiting for an ERP project.

    ARTICLE

    Unlocking Treasury Automation: Building a Data Repository Without an ERP

  3. 3
    Example

    Follow one integration end to end: a real API call pulling balances into the place finance already works.

    ARTICLE

    Building Your First Treasury API: Kyriba Balance Extraction with Power Automate

  4. 4
    Tool

    Map fields between two systems and see what needs a transformation.

    TOOL

    Field Mapping Lab

    Map a synthetic ERP export onto pain.001 fields: see what needs a transformation and what your source data can't fill.

    TOOL

    Map a System Integration

    Document what flows, how, and who's the source of truth.

  5. 5
    Checklist

    List what to clarify with IT and each vendor before committing to an integration approach.

    TOOL

    Map a System Integration — "To Clarify" list

    Generated from your own answers: everything you left as "I don't know".

Done with this path? Next
Learning path

Treasury Technology Explained: From Business Process to System Architecture

"I want a map of my treasury's processes, systems, and interfaces — the whole picture before I zoom into one piece."

Learning path

Understand the TMS–Bank Connection

"I want to understand the connection between my TMS and my bank."

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