Aurao and Plain Accounts integration

The workflow, start to finish

1. Provision the linked Plain workspace during the shared trial
2. Carry the selected business profile and authorised identity
3. Exchange supported customers and financial source records
4. Resolve mapping or version exceptions
5. Open Plain for posting, reconciliation and reports

Every stage has a visible status. People can see what is ready, what is waiting and what needs correction instead of relying on a private spreadsheet or an email thread.

Information that carries forward

Customer identity, source IDs, invoice or payment status and allowed employee lifecycle context retain their Aurao origin. Plain-owned tax and account coding do not get overwritten by operational updates.

That continuity reduces duplicate entry and also makes correction safer: the team can follow the result back through its posting, approval and source instead of changing an unexplained total.

Controls and exceptions

SSO launch is short lived and permission aware; signed events are replay protected; field authority and origin suppression prevent accidental loops.

Plain separates drafting from privileged actions. An exception remains reviewable, with a useful explanation, rather than being silently forced through merely to complete a workflow.

A realistic example

Aurao creates the customer and completed service context, Plain creates or receives the invoice, allocates payment and exposes the linked accounting report while Aurao keeps the operational history.

The live demo uses sample business data and simulated external actions so visitors can test the internal workflow without sending a message, moving money, connecting a bank or lodging with an authority.

Connected to the rest of Plain

The integration joins Aurao customer and work management to Plain invoicing, payroll context, approvals, banking and reporting.

Once authorised activity posts to the ledger, the same result is available to account activity, financial statements, budgets, audit history and month-end review according to the user’s role.

What to confirm before relying on it

Only enabled workspaces and supported record types synchronise. Protected payroll profiles and regulated submissions are not copied into Aurao.

During setup, confirm the workspace country, accounting basis, tax treatment, financial year, account mappings, approval rules and user access. Plain provides the controlled workflow; the customer remains responsible for its business decisions and professional advice.