CRMconnect + SocrateERP: how to add fiscal automation
SocrateERP covers the business processes of mid-size companies. CRMconnect sits on top as a fiscal automation layer, without replacing the ERP and without migration.
This guide shows how the two connect and what you automate in practice.
How they work together
1SocrateERP stays the business source
Processes, inventory and accounting stay in SocrateERP. CRMconnect connects via connectors, with no migration.
2Automatic fiscal handling
CRMconnect validates and submits invoices to SPV automatically, generates UIT codes in e-Transport and fetches received invoices.
3Reconciliation and VAT-return correlation
Payments are reconciled with invoices, and data is correlated with the VAT return - fewer differences and e-TVA notices.
4Clean sync back
Fiscal documents and reconciliations sync into SocrateERP, so the finance team works with clean data.
Bottom line
SocrateERP + CRMconnect gives you fiscal automation and reconciliation on top of the ERP you already use. The ERP stays the source of truth.
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Frequently asked
Does CRMconnect replace SocrateERP?+
No. It connects on top of SocrateERP via connectors and adds e-Factura, e-Transport and reconciliation. The ERP stays the business and accounting source.
How does it reduce e-TVA notices?+
By reconciling payments with invoices and correlating with the VAT return, so the differences that trigger notices decrease.
Is there migration?+
No. CRMconnect works on top of SocrateERP with no migration and without modifying the accounting base.
What does it cover extra?+
e-Transport (UIT code), bank reconciliation with account mapping and automatic fetching of received invoices from SPV.
Related glossary terms
Where CRMconnect fits
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