Book a diagnostic

Data integration and reporting for finance and operations teams

Verne connects your ERP, CRM, finance and warehouse systems so each figure is entered once and agrees across them. Where two systems disagree, a written rule settles the gap and records why. Month-end and stock counts stop depending on matched spreadsheets, and every report reads from one trusted source.

Map your systemsTry the example below

Two systems, one stock figure

When a stock number is wrong, the next question is where it diverged from reality. Apply the rules in order and watch the gap close.

One carton line at Warehouse 2.

ERP
240
Gap
28
Warehouse system
212
Trusted figure
not yet

Rules your team signed off

  1. Rule 1 A dispatch scanned in the warehouse counts at scan time. The ERP catches up overnight.
  2. Rule 2 A count gap under 5 cartons goes to the stock controller with a reason code. Larger gaps trigger a recount.

Audit trail

  1. 09 Nov 18:40Warehouse system. Dispatch DSP-5521 scanned, 24 cartons out
  2. 10 Nov 06:00Nightly sync. ERP 240, warehouse 212: a gap of 28

What we connect and build

  • ERP, CRM and finance connections

    Orders, invoices, customers and payments move between systems once, with retries that never post twice.

  • Reconciliation

    Rules that match records across systems, settle routine gaps and send the rest to a named person with the evidence.

  • Data warehouse

    One store of history that every report reads from, refreshed on a schedule you can see.

  • Dashboards and reporting automation

    Weekly and month-end reports built from the warehouse and sent on time, each figure traceable to its source.

  • Geospatial data

    Sites, routes and assets on a map, with the date and accuracy of each position recorded.

For your engineers

Stack

Python and SQL pipelines with tested transformations; PostgreSQL, BigQuery or Snowflake as the warehouse; your current BI tool, or Metabase when there is none.

Architecture

Typed contracts at every system boundary. Movements and corrections stored append-only, with balances derived and replayable to any date. Idempotency keys on every write to a system of record.

Connectors

ERP and CRM APIs where they exist; database replicas, scheduled exports or file drops where they do not. Sync or async per flow, chosen on latency and load.

Security

One scoped service account per connector, secrets held in a vault, and personal data minimised before it reaches the warehouse.

Why figures drift

Records drift from reality. A peer-reviewed study of nearly 370,000 inventory records from 37 stores of one retailer found 65% inaccurate.

We keep a ledger of movements with a reason on every change, so any balance can be traced. A ledger can preserve an incorrect scan perfectly, so physical counts and a reconciliation routine stay part of the job.

Source: DeHoratius and Raman, Inventory Record Inaccuracy, Management Science, April 2008

The revenue number finance had to defend every month

A Dublin software company reported monthly recurring revenue from its billing system, its CRM and its warehouse. The three never matched. The gap was about 4%, and it moved every month.

Before each board meeting, the finance team spent two days deciding which number to defend.

  1. Trace single eurosEngineers followed individual subscriptions through all three systems until every difference had a name.
  2. Name the causesThree did most of the damage: one system cut months at midnight UTC and another at midnight in Dublin, refunds were counted as paid, and annual plans were spread two different ways.
  3. Write the rules as testsEach rule became a model with a test the finance team can read, so a change that moves the number fails before it reaches a report.
  4. Finance signs the definitionThe CFO approved one written definition of recurring revenue, and every dashboard now computes it the same way.
models/mrr_monthly.sql
SELECT  date_trunc('month', paid_at) AS month,  sum(amount_eur) AS mrrFROM billing_invoice_linesWHERE status IN ('paid', 'refunded')GROUP BY 1;
  1. AI tracepaid_at is stored in UTC. In summer, payments made in the first hour of a month in Dublin land in the previous month.
  2. EngineerConverted to Europe/Dublin before truncating, and netted refunds instead of counting them. Both fixes have tests.
  3. Your CFOApproved the written definition of recurring revenue that this model implements.

Sectors

Questions about data and integration

Do we have to replace our ERP?

No. We connect to the systems you run today. The system of record changes only when you decide, after a pilot has run beside the existing process.

Our ERP has no API. Can you still connect it?

Usually. We use database replicas, scheduled exports or file drops, and agree the safest route with whoever runs the ERP.

Who decides which figure is right?

Your team does, in writing. We turn their rules into code. Gaps no rule covers go to a named person with the evidence from both systems.

What happens to our old spreadsheets?

They run beside the new reports until the figures match for an agreed period. Then they retire.

Map your systems with us

List the systems that hold your orders, stock and money. In the diagnostic we trace one figure through all of them and show where it splits.

Map your systemsChoose another practice