Explore/Path
Exploration path

Connect Your Systems Without an ERP Rebuild

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

  1. 1
    Problem

    Get the lay of the land — what technology is actually involved in a treasury stack.

    ARTICLE

    Technology in Treasury

  2. 2
    Mechanism

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

    ARTICLE

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

  3. 3
    Example

    Follow one concrete integration end to end — a real API call pulling real data.

    ARTICLE

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

    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 at all.

  4. 4
    Tool

    Build a working data layer without waiting for an ERP project.

    ARTICLE

    Unlocking Treasury Automation: Building a Data Repository Without an ERP

  5. 5
    Implementation questions

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

    TOOL

    Map a System Integration

    Document what flows, how, and who's the source of truth — get a list of what's still unclear, generated from your own answers.