Step #1: Integrate your ERP to get your actuals

Step #1: Integrate your ERP to get your actuals

Step #1: Integrate your ERP to get your actuals

Integrate Abacum with your ERP of choice

Integrate Abacum with your ERP of choice

Integrate Abacum with your ERP of choice

Connecting your ERP to Abacum transforms how you handle financial data, making the process of importing actuals completely effortless. Rather than depending on time-consuming manual uploads or managing scattered spreadsheets across multiple systems, you can automatically synchronize financial data from leading ERP platforms like NetSuite, Sage, QuickBooks, and other enterprise systems in just a few clicks.

Once your ERP integration with Abacum is established, your actual financial data flows seamlessly into the platform, providing you with a reliable, real-time foundation for building your FY'26 budget and beyond.

Key Benefits of Abacum's ERP Integration

With Abacum's powerful ERP connectivity, you can:

  • Connect in minutes to leading ERP systems including NetSuite, Sage, QuickBooks, and other major platforms — no complex IT project or technical expertise required

  • Eliminate manual data entry by automatically pulling in financial data, reducing errors and saving valuable time

  • Build on a single source of truth with actuals flowing directly into your financial planning models and forecasting tools

Step-by-Step Guide to Setting Up Your ERP Integration with Abacum

1. Choose Your ERP System and Initiate Connection

Navigate to Abacum's Data / Connections section within your dashboard and select your specific ERP system from the available options. Whether you're using NetSuite for comprehensive business management, Sage for accounting operations, or another supported platform, Abacum's integration capabilities accommodate most major ERP solutions.

2. Authorize the connection

Enter your ERP credentials or authorize Abacum to access the data. Abacum takes care of authentication so you don’t have to manage error-prone manual exports.

3. Configure sync settings

Pick which financial data to import (actuals, account balances, etc.) and set the sync frequency (daily, weekly, etc.).

4. See the data flow in real time

After setup, Abacum automatically pulls in the latest actuals. You’ll see the incoming data live in your dashboards. No manual uploads or spreadsheets needed.

5. Use actuals in your FY’26 budget

With fresh data flowing in, you can build your budget based on verified numbers, compare forecasts vs reals, and adjust your plan more accurately.

This seamless ERP integration with Abacum ensures your financial planning process is built on a foundation of accurate, timely data, enabling you to make more informed decisions and drive better business outcomes.

TL;DR

ERP integration with Abacum eliminates the tedious manual work that slows down your financial planning process. By connecting your NetSuite, Sage, QuickBooks, or other ERP system in just minutes, you'll automatically sync real-time financial data, build accurate budgets on a single source of truth, and scale your operations without administrative overhead.

This seamless integration transforms scattered spreadsheets and time-consuming uploads into an effortless, automated workflow that keeps your FY'26 planning on track.

Ready to streamline your financial operations and make data-driven decisions with confidence?

Disclaimer: This video is part of a 10-step series on how to build your FY’26 Budget in Abacum. You can explore the other steps on our website or in this YouTube playlist.

For all the decisions you need to make.

For all the decisions you need to make.

For all the decisions you need to make.

Plan 2026 with Confidence. Conquer uncertainty with our step-by-step guide.
Plan 2026 with Confidence. Conquer uncertainty with our step-by-step guide.
Plan 2026 with Confidence. Conquer uncertainty with our step-by-step guide.