Compute
Plan and reconcile Finance Sync
Inspect finance facts, plan a dry run, approve one exact change, apply it idempotently, and read the result back.
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Start with inspection
Finance Sync prepares one direction-specific change in your finance environment. It never guesses accounting facts and never changes Lithi payment truth.
Choose customer_payable when your organization records a bill owed to Lithi. Choose provider_receivable only for approved Mac-provider earnings treatment. Choose provider_payout_reconciliation to match a payout with an earnings statement.
Confirm authorized facts
Inspect the authorized business context before mapping:
- legal entity and business address
- finance contact and supplier record
- duplicate records and destination
- currency and billing timezone
- purchase-order policy and reference
- tax treatment, jurisdiction, and accounting treatment
- cost centre, project, entity, and approver
Each fact needs provenance, freshness, and conflict state. Ask about missing or conflicting facts. Never fill a gap from memory.
Plan one exact change
Select the finance system and exact edition. Dynamics and SAP editions must be explicit. An ambiguous edition returns FINANCE_SYSTEM_EDITION_REQUIRED.
Create a plan or dry run. Review the full proposed object, direction, object kind, mapping recipe, amount in minor units, safe external reference, and reconciliation state.
Approve and apply
An entitled organization role approves the exact plan. The apply step is idempotent and uses the approved mapping digest.
If the mapping conflicts, treatment is missing, or the role is not entitled, stop with the typed next action. Do not widen scope to force a write.
Read back and reconcile
Read the external object back after apply. Keep the read-back digest and compare it with the plan. An external Paid value remains an annotation only.
Use authoritative Lithi invoice read-back for customer payment truth. Use the signed allocation and provider earnings statement for provider earnings. Use authoritative payout terminal read-back for provider payout truth.