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Alleato OS connects to Acumatica to read live accounting data: accounts payable aging, accounts receivable aging, cash position, vendor balances, and project budgets recorded in the ERP.

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What It Powers

  • CFO advisor — the AI assistant can answer questions about cash, AR aging, and AP aging using live ERP data.
  • Budget reconciliation — compare project budgets in Alleato to budgets recorded in Acumatica.
  • Invoice status — check whether invoices marked Approved in Alleato have been recorded in the ERP.

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How It Works

  • The integration calls Acumatica’s REST API on demand.
  • Data is read-only: Alleato does not write back to Acumatica.
  • Authentication uses a dedicated service account configured by an admin.

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Common Questions to Ask

Once connected, ask the AI Assistant:
  • “What is our current cash position?”
  • “Show AR aging over 60 days.”
  • “Which vendors have the largest open AP?”
  • “What is the ERP-recorded budget for Vermillion Rise?”

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Configuration

The Acumatica integration is configured by your admin. Individual users do not need to authenticate separately.