Good morning, Matt
Northwind Mfg · Acumatica + Stripe + Ramp connected · Last sync 2 min ago
Cash position
$1,284,930
▲ 4.2% vs last month
AP due in 7 days
$182,440
3 bills need approval
AR outstanding
$498,210
DSO 38 days
Reconciliation rate
96.2%
▲ 2.1 pts this month
Recent activity
Live⇉
−$12,480
▭
−$3,212
$
+$38,900
⇄
auto
⚠
review
Connector health
All systems syncAcumatica · ERP
GL, AP, AR, POs · 2 min ago
Stripe Connect · Payments
Payments, customers · live
Ramp · T&E
Cards, transactions · live
ServiceTitan · CRM
Jobs, invoices, customers · 5 min ago
Fishbowl · Inventory
Polling mode · 12 min ago
QuickBooks · Accounting
Invoices, bills, payments · 3 min ago
Quick actions
AP aging snapshot
Current$84,210
1-30 days$62,440
31-60 days$28,140
61-90 days$5,200
90+ days$2,450
Patch score
87/100Composite of reconciliation rate, DSO, DPO, sync health, and exception count. Improving DSO from 38→30 unlocks ~$46K working capital.
Connector Hub
50+ pre-built connectors. Bolt on to any ERP, CRM, or platform with no code. Bidirectional sync keeps your ERP as the single source of truth.
Acumatica · ERP
HealthyDirectionBidirectional
Objects syncedGL, AP, AR, Vendors, Customers, POs, CoA
Sync modeWebhook + 5-min poll
Records synced (30d)14,280
Errors (30d)0
Last sync2 minutes ago
Stripe Connect · Payments
HealthyDirectionBidirectional
Objects syncedPayments, Payouts, Customers, Disputes, Refunds
Sync modeWebhook (real-time)
Records synced (30d)3,842
Errors (30d)0
Last eventLive
Ramp · T&E
HealthyObjects syncedTransactions, Cards, Users, Receipts
Sync modeWebhook
Records synced (30d)612
Cards active14
ServiceTitan · Field Service
HealthyObjects syncedJobs, Invoices, Customers, Estimates, Payments
Sync modeWebhook v2
Records synced (30d)2,190
Fishbowl · Inventory
Polling onlyObjects syncedInventory, Parts, POs, Work Orders
Sync modePolling every 10 min
Records synced (30d)840
NoteNo webhook support — polling fallback
QuickBooks Online · Accounting
HealthyObjects syncedInvoices, Bills, Payments, Customers, Vendors, Items
Sync modeWebhook + polling
Records synced (30d)1,924
Data flow: Invoice-to-Cash
AR flow✅ Invoice created in Acumatica
→
✅ Synced to Patch (normalized)
→
✅ Payment link sent to customer
→
● Customer pays via Portal (Stripe)
→
GL entry pushed to Acumatica
→
Reconciled ✓
ERP remains single source of truth. Patch feeds payment status + GL entries back automatically.
Data flow: Procure-to-Pay (3-way match)
AP flow✅ PO created in Epicor
→
✅ Goods received in Fishbowl
→
✅ Supplier invoice captured in Patch
→
● 3-way match (PO + receipt + invoice)
→
Approval routing
→
ACH payment executed
→
GL posted to ERP
Data flow: Job-to-Invoice (Home Services)
Field Service flow✅ Job completed in ServiceTitan
→
✅ Webhook fires to Patch
→
✅ Invoice created in QuickBooks
→
● Payment link sent to customer
→
Customer pays via portal
→
Auto-reconciled across all 3 systems
Data flow: T&E to GL
Expense flow✅ Ramp card swipe
→
✅ Receipt auto-captured
→
✅ GL auto-coded (from ERP CoA)
→
● Policy check (within limits?)
→
Journal entry pushed to Acumatica
Sync log (last 24h)
| Time | Connector | Direction | Objects | Created | Updated | Errors | Duration |
|---|---|---|---|---|---|---|---|
| 2 min ago | Acumatica | Pull | AP Bills, Vendors | 3 | 12 | 0 | 1.2s |
| 2 min ago | Acumatica | Push | GL Entries | 5 | 0 | 0 | 0.8s |
| 5 min ago | ServiceTitan | Pull | Jobs, Invoices | 8 | 22 | 0 | 2.1s |
| 5 min ago | Stripe | Webhook | payment.settled | 1 | 1 | 0 | 0.3s |
| 12 min ago | Fishbowl | Poll | Inventory, Parts | 0 | 4 | 0 | 3.4s |
| 15 min ago | Ramp | Webhook | transaction.posted | 1 | 0 | 0 | 0.2s |
| 18 min ago | QuickBooks | Pull | Invoices, Payments | 2 | 8 | 0 | 1.8s |
| 1h ago | Acumatica | Push | Payment status | 0 | 4 | 0 | 0.5s |
Reconciliation Engine
Automatic cross-system matching: invoices ↔ payments ↔ POs. 3-way match for manufacturing. AI-assisted for edge cases.
Match rate
96.2%
▲ 2.1 pts this month
Auto-matched
4,218
items this period
Open exceptions
14
3 high severity
Avg resolution
4.2h
▲ 38% faster
Open exceptions
| ID | Type | Severity | Invoice / Payment | Vendor / Customer | Amount | Difference | Source systems | AI suggestion | |
|---|---|---|---|---|---|---|---|---|---|
| EX-001 | Amount mismatch | High | PO#4820 vs INV NM-44820 | NorthMetal Supply | $32,140 | -$2,140 | Epicor Fishbowl | Likely early-pay discount (2/10 net 30) | |
| EX-002 | Unmatched payment | Medium | PAY-$8,210 (ACH) | Ridgeway Foods | $8,210 | — | Stripe | Invoice not yet synced from QBO | |
| EX-003 | Missing receipt | High | PO#4801 + INV-3290 | Edison Supply | $5,400 | — | Epicor Fishbowl | Goods receipt missing in Fishbowl (3-way match blocked) | |
| EX-004 | Duplicate | Low | INV-3305 (x2) | SiteHosting Inc. | $1,250 | $0 | Acumatica | Duplicate invoice from ERP; dismiss one | |
| EX-005 | Partial payment | Medium | INV#4450 + PAY partial | Atlas Construction | $87,440 | $43,720 remaining | Stripe Acumatica | 50% progress payment; second installment due Jun 1 |
Recent auto-matches
Last run: 12 min ago| Match type | Invoice | Payment | Amount | Confidence | Systems | When |
|---|---|---|---|---|---|---|
| Exact | #4421 · BrightStar | PAY-ACH-38900 | $38,900 | 100% | Acumatica Stripe | 12 min ago |
| Exact | #4389 · Cypress Labs | PAY-CARD-5200 | $5,200 | 100% | QBO Stripe | 1h ago |
| 3-way PO | PO#4815 + REC + INV-3301 | PAY-ACH-14200 | $14,200 | 98% | Epicor Fishbowl Patch AP | 2h ago |
| Fuzzy | #4402 · Polar Frozen | PAY-ACH-22798 | $22,800 vs $22,798 | 94% | Acumatica Stripe | 3h ago |
| AI-suggested | #4410 · OrangeFox | PAY-ACH-8750 | $8,750 | 82% | QBO Stripe | 5h ago |
Matching configuration
Amount tolerance
$1.00 or 0.5%Allow small differences
Date window
5 daysMatch payments within N days of invoice
Fuzzy name threshold
85%Jaro-Winkler similarity for vendor/customer matching
3-way match required above
$5,000PO + receipt + invoice for manufacturing
Auto-approve below
$100Auto-reconcile exact matches below threshold
AI matching
Use LLM to suggest matches for unmatched items
AP — Money Out
Embedded AP automation. Bill capture, approval routing, multi-rail payment (ACH, wire, check, virtual card). GL auto-posts to ERP.
Bills pending
12
4 need approval
Scheduled pay runs
$32,348
May 14 · 4 bills
YTD paid
$1.42M
across 284 bills
Virtual card rebates
$4,210
1.2% earned YTD
Bill inbox
ap@northwindmfg.patch.app
| Vendor | Bill # | Due | Amount | Status | GL coding | Rail | |
|---|---|---|---|---|---|---|---|
| Pacific Logistics Net 30 | INV-3309 | May 14 | $12,480 | Needs approval | 5100 Freight | ACH | |
| NorthMetal Supply Net 30 | NM-44820 | May 22 | $32,140 | PO matched | 5000 COGS | Virtual card | |
| Wilson & Co Legal Net 15 | RET-0921 | May 16 | $4,800 | Needs approval | 6300 Legal | Check | |
| SiteHosting Inc. Net 30 · Auto | 2026-05-A | May 18 | $1,250 | Auto-approved | 7100 Hosting | ACH | |
| OrangeFox Marketing Net 30 | OF-2056 | May 28 | $8,750 | Needs approval | 6500 Marketing | ACH | |
| Edison Energy Net 21 | 2026-04 | May 23 | $2,318 | Approved | 6100 Utilities | ACH |
AR — Money In
Stripe Connect embedded. Collect via ACH, card, RTP. Switch processors with zero code. Invoices sync from ERP automatically.
Open invoices
23
$498,210 outstanding
Collected this month
$214,330
▲ 18% MoM
Avg DSO
38 days
target: 30
Effective fee
1.42%
blended ACH + card
Outstanding invoices
Processor: Stripe
| Invoice | Customer | Due | Amount | Status | Methods | Source ERP |
|---|---|---|---|---|---|---|
| #4421 | BrightStar Mfg. | May 18 | $38,900 | Paid · ACH | ACH Card | Acumatica |
| #4438 | Ridgeway Foods | May 22 | $12,210 | Viewed | ACH Card | QuickBooks |
| #4450 | Atlas Construction | May 25 | $87,440 | Overdue 3d | ACH | Acumatica |
| #4467 | Cypress Labs | Jun 01 | $5,200 | Sent | ACH Card | QuickBooks |
| #4475 | Polar Frozen Foods | Jun 03 | $22,800 | Sent | ACH Card | Acumatica |
Processor portability
Switch with zero code changesStripe ConnectPrimary
ACH · Cards · US
AdyenAvailable
Cards · International
SquareAvailable
In-person + Online
T&E — Ramp Embedded
Corporate cards, policies, receipt capture — pre-coded to your ERP's chart of accounts.
Cards active
14
+2 this month
MTD spend
$28,914
vs $32K budget
Receipts captured
96%
auto-matched
Cashback YTD
$4,210
1.5% virtual
Live transactions
Ramp · streaming| When | Employee | Merchant | GL coding | Amount | Status |
|---|---|---|---|---|---|
| 2m ago | Sarah Chen | AWS | 7100 Hosting | $3,212 | Auto-coded |
| 17m ago | Diego Ramos | United Airlines | 6700 Travel | $612 | Receipt needed |
| 1h ago | Lina Park | Notion | 7200 SaaS | $96 | Auto-coded |
| 3h ago | Marcus Hill | Shell Fuel | 6710 Mileage | $58 | Auto-coded |
Approval Engine
Configurable threshold routing by department, amount, and vendor. Easy-approve for routine items.
Awaiting approval
7
3 due today
Auto-approved (7d)
12
below threshold
Avg cycle time
4h 12m
▲ 22% faster
Segregation violations
0
enforced
Approval queue
| Vendor | Bill | Amount | Dept | Routing | Status | ||
|---|---|---|---|---|---|---|---|
| Pacific Logistics | INV-3309 | $12,480 | Operations |
Captured→Coded→Controller→CFO
| Pending | ||
| Wilson & Co Legal | RET-0921 | $4,800 | Admin |
Captured→AP (you)
| Easy approve | ||
| OrangeFox Marketing | OF-2056 | $8,750 | Marketing |
Mkt Mgr→AP release
| Pending | ||
| NorthMetal Supply | NM-44820 | $32,140 | Operations |
PO match→Ops Mgr→Controller→CFO
| Over $25K |
Customer Portal
White-label portal where your customers log in, view invoices, and pay. Deployed at pay.{yourdomain}.com.
What your customer sees
pay.northwindmfg.com
N
Northwind Mfg · Customer Hubatlas@atlasconstruction.com
AC
Invoice #4450 · Due May 25
Services — April retainer$72,000
Materials — pass-through$13,440
Shipping$2,000
Total due$87,440.00
Choose how to pay:
ACH
No fee · 1-2 days
Credit card
2.9% fee · instant
RTP
$1 fee · instant
Pay over time
12-mo financing
Account
Atlas Construction LLC
Balance due$87,440
Open invoices1
Saved methods2
Payment history
#4380 · MarPaid
#4351 · FebPaid
#4322 · JanPaid
Reports & Analytics
Cross-system reporting. Data from every connected platform in one view.
Cash position
$1.28M
across 6 systems
Total AP
$182K
12 vendors
Total AR
$498K
23 invoices
Net working capital
$1.6M
▲ 6% MoM
AP aging by vendor
| Vendor | Current | 1-30 | 31-60 | 61-90 | 90+ | Total |
|---|---|---|---|---|---|---|
| NorthMetal Supply | $32,140 | $14,200 | — | — | — | $46,340 |
| Pacific Logistics | $12,480 | $8,210 | $4,100 | — | — | $24,790 |
| OrangeFox Marketing | $8,750 | — | — | — | — | $8,750 |
| Wilson & Co | $4,800 | — | — | — | — | $4,800 |
| Edison Energy | $2,318 | — | — | — | — | $2,318 |
AR aging by customer
| Customer | Current | 1-30 | 31-60 | 90+ | Total |
|---|---|---|---|---|---|
| Atlas Construction | $87,440 | — | — | — | $87,440 |
| Polar Frozen Foods | $22,800 | — | — | — | $22,800 |
| Ridgeway Foods | $12,210 | — | — | — | $12,210 |
| Cypress Labs | $5,200 | — | — | — | $5,200 |
AI Assistant
Ask questions in natural language. Powered by OpenAI + Claude. Queries run against your normalized data across all connected systems.
Suggested questions
AI-detected anomalies
3 active!
!
!
Platform Admin
Patch internal operations. Tenant health, connector monitoring, platform billing, support queue.
Active tenants
147
+12 this month
Connectors active
482
avg 3.3 per tenant
Platform MRR
$128K
▲ 18% MoM
Sync errors (24h)
4
99.7% success rate
Tenant health overview
| Tenant | Plan | Vertical | Connectors | Recon rate | MRR | Health |
|---|---|---|---|---|---|---|
| Northwind Mfg | Growth | Manufacturing | 6 | 96.2% | $721 | Healthy |
| Atlas Construction | Growth | Construction | 4 | 91.4% | $612 | DSO rising |
| BrightStar Mfg | Scale | Manufacturing | 8 | 98.1% | $3,338 | Healthy |
| Cypress Holdings | Enterprise | Mixed | 12 (parent) | 94.8% | $24,910 | Healthy |
| HomeFirst HVAC | Starter | Home Services | 3 | 88.2% | $149 | Low recon rate |
| Ridgeway Foods | Growth | Manufacturing | 5 | 92.0% | $988 | Healthy |
Connector health (all tenants)
| Connector | Active | Errors (24h) | Avg latency | Status |
|---|---|---|---|---|
| Acumatica | 42 | 0 | 1.2s | |
| QuickBooks | 98 | 1 | 1.8s | |
| Stripe Connect | 112 | 0 | 0.3s | |
| ServiceTitan | 64 | 0 | 2.1s | |
| Procore | 38 | 0 | 1.6s | |
| Ramp | 56 | 0 | 0.2s | |
| Fishbowl | 24 | 2 | 3.4s | |
| Epicor Kinetic | 18 | 1 | 2.8s | |
| Sage Intacct | 30 | 0 | 1.4s |
Partner Portal
Acumatica VAR · Manage your customers on Patch, track revenue share, provision new accounts.
Partner account
Acumatica Gold VAR · CloudBooks Consulting
18 active customers · $8,410 MRR · 15% revenue share
Active customers
18
+3 this quarter
Revenue share (MTD)
$1,262
15% of MRR
Payment volume
$4.2M
across all customers
Avg recon rate
94.1%
your customers
Your customers
| Customer | Plan | Connectors | Recon rate | MRR | Your share | Status | |
|---|---|---|---|---|---|---|---|
| Northwind Mfg | Growth | 6 | 96.2% | $399 | $59.85 | Active | |
| BrightStar Mfg | Scale | 8 | 98.1% | $999 | $149.85 | Active | |
| Ridgeway Foods | Growth | 5 | 92.0% | $399 | $59.85 | Active | |
| Summit Precision | Starter | 3 | 89.4% | $99 | $14.85 | Onboarding |
Merchant Console
Tomás Rivera · BrightStar Mfg · Scale plan
Merchant account
BrightStar Mfg Scale plan
ID: m_brightstar_42 · 8 connectors · Onboarded Feb 2024
Volume MTD
$1.42M
▲ 8% MoM
Patch fees MTD
$3,338
0.23% effective
Open disputes
1
evidence due
Recon rate
98.1%
▲ best in class
My fee schedule
2 overrides| Item | Default | My rate |
|---|---|---|
| Scale plan | $999/mo | $999/mo |
| ACH | $0.50 | $0.50 |
| Card acquired | 2.90% + $0.30 | 2.75% + $0.25 |
| Wire domestic | $25 | $25 |
| Factoring 30d | 1.40% | 1.25% |
My connectors
Acumatica
GL, AP, AR, POs · 2 min ago
Stripe Connect
Payments · live
Ramp
T&E · live
Epicor Kinetic
Production · 8 min ago
Fishbowl
Inventory · 12 min ago
UpKeep
CMMS · 15 min ago
QuickBooks
Accounting · 3 min ago
Procore
Projects · 6 min ago
Settings
Company profile, team management, billing, notifications.