Connected to the systems you already use.
IDU connects to your existing ERP, bringing in your chart of accounts, organisational structure, customer, product, asset, and actuals to support budgeting, forecasting, and reporting. No rip-and-replace. No rebuilding your financial model.
Designed to work with your ERP.
IDU is ERP agnostic and works with the systems finance teams already rely on. Whether you are using SAP, Microsoft, Sage, or another platform, IDU connects to your data to support planning and reporting.
SAP
SAP Business One, SAP HANA — the finance stack powering global enterprise operations.
Microsoft
Dynamics 365, Business Central, Dynamics GP — native connectors for the Microsoft ERP family.
Sage
Sage 300, Sage 200, Sage 500, Sage Intacct, Sage X3 — every Sage edition your finance team runs.
Other platforms
NetSuite, Xero, Oracle, Syspro, Pastel Partner, Sage 300 (formerly AccPac) — plus Excel and Power BI for the tools nobody is giving up.
A simple, reliable approach.
01 — Connect
IDU connects to your ERP to read your chart of accounts and organisational structure. This forms the foundation of your planning model.
02 — Sync
Actuals flow into IDU on a scheduled basis. Budget vs actual comparisons update as data refreshes.
03 — Analyse
Reports and dashboards combine ERP actuals with IDU plans. Finance and the business work from the same data.
Built on infrastructure you already trust.
Microsoft Azure
Private or managed cloud deployments, available as single-tenant or multi-tenant, depending on your organisation’s requirements.
Microsoft Excel
Export reports and data into Excel with familiar structures and formatting.
Power BI
IDU data can be exposed to Power BI and other external models for additional reporting requirements.
FAQs about integrating with IDU.
How does IDU integrate with our ERP?
IDU integrates using APIs, SQL-based services, direct database connectivity, or secure file-based methods. This ensures compatibility with both on-premise and cloud ERP environments.
What data is integrated?
Typical integrations include actual financial data from the general ledger, chart of accounts and cost centre structures, organisational hierarchies, and historical data for trend and comparative reporting.
Can IDU write data back to the ERP?
Yes. Approved budgets or forecasts can be written back into the ERP where required, ensuring alignment between planning and financial systems.
How often does data update?
Actuals are typically refreshed on a scheduled basis, such as overnight or more frequently where required. This ensures planning and reporting are always based on current data.
How does IDU actually connect to our ERP?
Via native APIs where the ERP provides them, and via SSIS packages or scheduled batch processes where it doesn’t. Either way the data arrives on a defined cadence — typically daily, but configurable up to near-real-time depending on the ERP.
Is the integration one-way or two-way?
Both directions are supported. Actuals flow into IDU from the ERP; approved budgets and forecasts can flow back out where that’s useful. Most customers start with one-way sync and expand as their governance maturity grows.
Do you need access to our production ERP?
Read access, yes — scoped to the tables and fields required. Many customers run IDU against a reporting replica or a data-warehouse layer rather than the live ERP instance, which is equally supported.
How long does the initial integration take?
Days, not weeks. The longest part is agreeing security protocols and provisioning access on your side. Once IDU can see your ERP, chart of accounts reads and historical backfill usually happen inside a single working day.
Reporting reduced from months to weeks. Monthly reports at the click of a button.
We’ve run IDU alongside our ERP for twenty years — two system upgrades later, the planning layer never missed a beat.
One of IDU’s key differentiators was how cost-effective the system was, which meant that we could afford to roll the solution out to our entire business.
Your ERP, connected before next close.
See IDU read a chart of accounts, import actuals, and run a budget cycle in a guided live demo. Book a session and see IDU in action, live.