Methodology
How CORTX learns your business in 30–60 days.
C · D · A
Capture, Decode, Activate. Three movements that turn tribal knowledge into a working system.
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03 / MODULES

ERP

Back-office financials.

An overlay on the financial system you already have. ERP makes the books usable, not replaced.

01 / DEFINITION

Not a replacement. An overlay.

Most businesses already have a financial system. It might be Priority, NetSuite, QuickBooks, SAP, or something more obscure. It works. The accounts balance. The reports run. The business does not need a new one.

What businesses do need is a layer that makes the existing system operable — that talks to it, reads from it, writes to it, and exposes its data in a way that operators can actually use day-to-day. That is what ERP is in the ARM family.

The legacy system stays as the ledger. ERP is the agent's interface to it.

Replace, integrate, or overlay.

Rip-and-replace
Bolt-on integration
ERP overlay
Existing ledger
Discarded
Kept, accessed via API
Kept, surfaced as the ledger
Migration cost
High · months of project
Medium · data flows to map
Low · the system stays
Operator surface
New system
Two systems to learn
One agent-driven layer
Risk profile
High · everything moves
Medium · sync gaps
Low · ledger is unchanged
02 / OVERLAY

What sits where.

ERP overlay model: an interface layer sitting on top of the existing financial system Two stacked horizontal layers. The upper, narrower layer is the ERP overlay — the agent interface and operator surfaces. The lower, wider layer is the existing financial system, with examples: Priority, NetSuite, QuickBooks, SAP. A bidirectional arrow connects them, showing the overlay reads from and writes to the underlying ledger. ERP overlay agent interface, operator surfaces Existing financial system Priority · NetSuite · QuickBooks · SAP · etc. read · write

The ledger is theirs. The interface is ours.

0migration Existing system stays No re-implementation. The ledger is theirs.
2-waysync Read · write · real time No batch import. No nightly export.
1surface Standardized for the agent Whatever's underneath, the agent sees the same shape.
Priority NetSuite QuickBooks SAP Sage Xero Microsoft Dynamics your in-house ledger
03 / CAPABILITIES

What ERP does.

  • Bidirectional sync. ERP reads from the underlying financial system in real time and writes back when the operator approves an action. There is no batch import, no nightly export, no spreadsheet in the middle.
  • Operational surfaces. Receivables, payables, cash position, aging, reconciliation — surfaced in a way the operator can act on, not just read. Each view is connected to the underlying record so any action the operator takes propagates to the ledger.
  • Period close support. The agent runs through the standard close checklist — accruals, reconciliations, intercompany, adjustments — flagging discrepancies as they come up. The accountant signs off; the agent does the legwork.
  • Audit trail. Every read, every write, every operator action is logged. When the auditor or the bookkeeper asks "why did this number change," the answer is one query away.
  • Multi-entity awareness. For businesses with multiple legal entities, ERP knows which entity each transaction belongs to, applies the right rules, and surfaces the consolidated view when needed.

A close cycle on the overlay.

  1. Period opens. ERP reads the current state from the underlying system. The agent loads the close checklist for the entity. → checklist loaded
  2. Accruals and adjustments run. The agent drafts standard entries. The accountant reviews each and approves or amends from the same surface. → entries staged
  3. Reconciliation surfaces exceptions. Anything that doesn't tie out shows up as a structured exception in Flow. The accountant resolves; the agent applies. → exceptions cleared
  4. Period locks. All approved entries write back to the underlying ledger. The audit trail captures every action with its operator and timestamp. → books closed
04 / USERS

Who works with ERP.

01
The bookkeeper.

The person who lives in the financial system today. ERP is the layer that makes their daily work faster, not the system that replaces them.

02
The owner-operator.

The person who needs to see cash, receivables, payables, and the bottom line — without opening the financial system themselves. ERP gives them that view.

03
The external accountant.

The person who closes the books at the end of the period. ERP makes the data they need accessible without requiring them to log into the underlying system.

06 / ARCHITECTURE

ERP is the financial overlay.

Every CORTX deployment connects to whatever financial system the business already uses. ERP is the standardized interface that the agent and the operators see, regardless of what's underneath. The underlying system handles the journal entries; ERP handles the work that surrounds them.

This is the same overlay principle that runs through the rest of the platform: do not replace what works. Make it operable.