Connect borrower systems directly to CapitalBridge
Your borrowers already have financial data in their accounting systems. Instead of asking them to re-enter it into spreadsheets and email it to you, pull it directly into CapitalBridge. Covenant calculations, compliance submissions, and financial statements populated automatically.
Three steps to automated data sync
Connect the borrower's ERP
Proceptio configures a secure connection to the borrower's accounting system. API-based for cloud ERPs (NetSuite, Xero, QuickBooks Online), file-based for on-premise or desktop systems. One-time setup per borrower.
Map data to your compliance templates
GL accounts, income statement lines, and balance sheet items are mapped to your form templates and covenant formulas. Each borrower's chart of accounts is different, so the mapping is customized per connection.
Monitor and review
Data syncs on a daily or on-demand schedule. Covenant values are calculated automatically. Submissions are pre-populated. Your team reviews and approves instead of collecting and entering.
Supported systems
Direct integrations for the ERP systems your borrowers actually use. Plus Excel and CSV for everything else.
QuickBooks
Online and Desktop. Popular with smaller borrowers and SMEs.
DetailsXero
Cloud-native. Popular in Africa and APAC markets.
DetailsExcel / CSV Upload
Always availableFor borrowers using ERPs without a direct connector, or for ad-hoc data, the self-service portal accepts Excel and CSV uploads with automatic parsing, validation, and error highlighting. No integration setup required.
Manual data entry is a compliance risk
Every time a borrower re-enters financial data from their accounting system into a spreadsheet or portal, errors are introduced. Automated data sync eliminates transcription mistakes and gives you numbers you can trust.
Numbers come from the source system
GL balances, income statement totals, and balance sheet figures pulled directly from the ERP. No manual re-keying, no copy-paste errors, no version confusion.
Submissions pre-populated on schedule
Instead of waiting for borrowers to compile and submit data, the system populates submissions automatically. Borrowers review and confirm instead of building from scratch.
Covenant data always current
DSCR, LTV, and ICR calculations use the latest financial data from the ERP. Threshold monitoring and early warning work with fresh numbers, not stale quarterly snapshots.
Full data lineage from ERP to report
Every synced value is timestamped and traceable back to the source system. Auditors can verify the chain from the ERP record to the compliance submission.
Integration questions
Need specifics? Book a call and we will walk through your borrowers' systems.
Which ERP systems does CapitalBridge integrate with?
NetSuite, QuickBooks (Online and Desktop), and Xero. For borrowers using other systems, Excel and CSV upload is always available through the self-service portal with automatic parsing and validation. Custom connectors can be built for additional ERP systems.
How does the data sync work?
CapitalBridge connects to the borrower's ERP via API or secure file transfer. Financial data is mapped to your compliance templates and synced on a daily or on-demand schedule. The data flows directly into covenant calculations and reporting submissions. Each sync is logged with a full audit trail.
Do borrowers need to do anything if their ERP is connected?
No. Once the integration is configured, financial data syncs automatically. Borrowers still have access to their portal to review submissions and upload documents that cannot be pulled from the ERP (like signed compliance certificates), but the manual financial data entry is eliminated.
What if a borrower uses an ERP that is not listed?
Borrowers can always submit via Excel or CSV upload through the self-service portal. For ERP systems not listed, Proceptio can build a custom connector depending on the system's API capabilities. Contact us to discuss your specific requirements.
How much does an integration cost?
Integration setup is a one-time cost ranging from $5,000 to $15,000 depending on the ERP system and complexity of the data mapping. This covers configuration, testing, and go-live support by the Proceptio team. There are no recurring integration fees beyond the standard CapitalBridge subscription.
See how it works with your portfolio structure
Book a 30-minute demo. We configure it with your actual portfolios, categories, and counterparties so you see exactly how CapitalBridge fits. No generic product tour. You talk to the team that built it.
"The gap between a $200K enterprise platform and a shared spreadsheet should not be this wide. We built the thing that belongs in that gap."