Connect the record
Start with the sources that explain cash movement and receivables.
- Connect the accounting ledger.
- Connect bank and payment sources.
- Connect customer and invoice context.
- Connect inbox context for customer follow-up.
- Confirm sync health from the command center.
Verify source quality
Check that customers, invoices, payments, and transactions map to expected source IDs. Resolve stale or duplicated context before the first weekly review.
Finish with ownership
Assign a source owner for each system. A clean operating record needs someone responsible for sync health and source access.