OctoCook
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/integrations/erp

ERP integration to connect billing, projects and contribution

OctoCook enables you to design an architecture where clients, projects, invoices, teams, rules and recognitions work together to automate contribution and incentive models.

Sync log
14:02:11Connect invoices with projects and teams.
14:02:12Use clients and projects as the source of truth.
14:02:14Link revenue to recognition rules.
14:02:15Reduce manual calculation and opaque spreadsheets.
14:02:17Build the foundation for commissions, bonuses and reporting.
 
Syncs withSAPA3ERPSalesforceWorkdayHiBobExcel
The problem

You can't automate contribution if economic data lives outside the system.

When bonuses, commissions or recognitions depend on invoices, clients, projects or revenue, OctoCook needs to connect to the company's economic reality.

01

Invoices disconnected from talent

The company invoices but doesn't always link that invoice to the team that contributed.

02

Projects without economic traceability

Projects exist but aren't always tied to real revenue.

03

Commissions in spreadsheets

Calculations live outside the system, with formulas, exceptions and little traceability.

04

Duplicated or poorly mapped clients

If client and project don't align correctly, recognition can fail.

05

Fragile manual data

Every manual import increases the risk of error.

06

Incomplete reporting

Without integration, leadership can't clearly see contribution, billing and recognition together.

New architecture

The ERP brings economic reality. OctoCook brings the contribution and recognition layer.

The integration allows crossing business data with talent, rules and contributions to build a more transparent operational model.

Source
ERP / A3ERP
Business data
Clients
Projects
Invoices
Teams
OctoCook layer
Contributions
Recognitions

* ERP / A3ERP as an example of the current system. The integration is designed according to the available data source.

Connected data

Data that enables the model to be automated.

entidades.schema
01ClientsIdentify which client each project or invoice belongs to.
02ProjectsConnect work, team, rules and contributions.
03InvoicesUse real revenue as the basis for applying recognitions.
04Invoice linesDifferentiate concepts, services, licences or relevant descriptions.
05TeamsIdentify who participates in each project.
06RulesApply recognition formulas, commissions or bonuses.
07ContributionsLink input to projects, products or methodologies.
08ReportingBuild contribution, recognition and performance analytics.
Integration principles

Less invented data. More source of truth.

OctoCook must work with consistent data. That's why clients, projects and invoices must come from controlled sources such as ERP, operational spreadsheets or defined internal systems.

01

ERP as the economic source

Clients, invoices, lines, amounts and financial data.

02

Operational spreadsheet as bridge

When the model still depends on internal sheets, OctoCook can use them as a structured temporary source.

03

Data validation

The system must detect discrepancies, new projects, pending members and matching errors.

04

Traceability

Every recognition must be able to explain which invoice, project, team or rule it comes from.

Use case

From invoice to recognition.

When an invoice comes in, OctoCook can show which project it belongs to, which team is involved, which rules apply and what contributions exist.

01

An invoice arrives

The ERP records a new invoice or invoice line.

02

It is linked to client and project

OctoCook identifies or validates the corresponding project.

03

A rule is applied

The system shows which formula or percentage applies.

04

The team is identified

The people recognised in that project appear.

05

Contributions are shown

The team can view or add related contributions.

06

An estimated recognition is generated

The company sees a transparent estimate, with a disclaimer if there are adjustments or external costs.

The calculation shown may be an estimate and is not binding. It may not include external costs, payroll adjustments or other deductions.

Benefits

More traceability, less spreadsheets and better reporting.

  • Less manual calculationReduces repetitive work in commissions, bonuses and recognitions.
    Efficiency
  • More traceabilityEvery recognition is connected to an economic source.
    Traceability
  • Fewer disputesRules and data are clearer before calculation.
    Trust
  • Better reportingLeadership can see contribution, billing and recognition together.
    Visibility
  • Better financial controlVariable pay is linked to real revenue, clients and projects.
    Control
  • Better organisational learningEvery invoice and contribution enriches the system's knowledge.
    Learning
Strategic session

Redesign how your company recognises and activates talent.

Analytics, ERP, internal talent, ROI or variable compensation. Tell us what you want to improve first.

  • 01
    Free diagnosis
    We review your current model and assess whether OctoCook makes sense for you.
  • 02
    Direct conversation
    No product demo. No sales pitch. Real team.
  • 03
    No commitment
    If we're not the right fit, we'll say so. No pressure to close.
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