ERP & Accounting
- Tally
- Existing ERP
- Alicesoft
- SQL Server / APIs
SN Connect · Integrations
Connect the Systems You Already Use.
SN Insight is designed to work around existing ERP, accounting, CRM, communication, document and data systems through scoped APIs, database access and approved connectors.
Communication
- SMS
- Voice
Leads
- Facebook lead sources
- 99acres
- Websites and forms
- CRM / lead APIs
Banking & Payments
- Bank APIs where available
- Statement upload / import
- Payment gateways
- Reconciliation inputs
Documents & Storage
- Approved file repositories
- Document upload
- Google / Microsoft sources where configured
- ERP document stores
AI Providers
- OpenAI
- Azure OpenAI
- Claude / Gemini where configured
- Specialised models
Real Estate Sources
- Project and unit masters
- Lead portals
- Channel partner data
- Customer / collection context
Construction Sources
- BOQ and budgets
- Vendor / PO / GRN
- Inventory and contractor data
- Site progress / DPR
Integration logic
A production connector needs clear ownership and failure handling.
Integration is not assumed from a logo. Each connection is confirmed against source-system APIs, authentication, data rights, rate limits and required business actions.
| Control | Why it matters | Typical decision |
|---|---|---|
| Source of truth | Prevents two systems from independently owning the same business record. | Define which system creates and which system consumes each master / transaction. |
| Authentication | Protects APIs and data access. | Use supported credentials, tokens or service identities with least privilege. |
| Idempotency | Prevents retry logic from creating duplicate transactions. | Store stable source / target reference IDs. |
| Error queue | Makes failed syncs visible instead of silently losing work. | Record status, error, retry and responsible owner. |
| Reconciliation | Confirms the business outcome matches across systems. | Compare counts, amounts, statuses or balances after sync. |
| Audit | Explains who/what moved data and when. | Record source, destination, timestamp, references and result. |
Example architecture
Systems → SN Connect → SN Brain / SN Flow → Approved Action.
Connections provide context; orchestration chooses the workflow; SN Shield determines whether the requested action is allowed.
Source SystemERP / CRM / Tally / docs
SN ConnectConnector and mapping
SN BrainContext and reasoning
SN FlowWorkflow steps
SN ShieldPermissions / rules
ApprovalHuman decision
Target ActionApproved write / message
AuditOutcome and references
Start with one connection
Choose the workflow first. Then connect only what it needs.
This keeps the pilot smaller, security easier to review and success measures clearer.