Frequently Asked Questions
What you need to know about the Links platform and services
What is Links?
Links sits between your operational systems and your ERP. It turns raw operational events into controlled debits and credits, stores full accounting detail in a subledger, and syncs summarized journal entries to your general ledger.
The result: unified operational, accounting, and financial data—with real-time visibility, full auditability, and drill-back from ERP summary entries to underlying operational events.
How does Links integrate with my existing systems?
Links connects to your operational systems and ERPs using secure, consent-based connections similar to Plaid—so authentication is handled directly with the source system and Links never stores your passwords.
Integrations can be built using our SDKs or directly through our APIs, allowing your team to choose the level of control and customization that fits your environment.
Typical integration flow:
- Securely connect your source systems using Links’ managed connectors and consent-based authentication.
- Ingest operational events through SDKs or APIs.
- Map events to posting rules using Links’ no-code accounting rules engine.
- Links stores full subledger detail and supports drill-back.
- Your ERP receives summarized journal entries.
What data does Links store vs. what stays in our systems?
Links stores the normalized operational events required for accounting, the generated subledger journals, business rule versions, and audit logs needed for traceability and reconciliation.
Your source systems remain the operational system of record. Links references source identifiers and preserves lineage so every ERP summary journal can drill back to Links detail and the originating transaction.
Data scope and retention can be configured based on your policies and environment (sandbox vs. production).
How are accounting rules governed—approved, effective-dated, and versioned?
Rules in Links are no-code, effective-dated, and versioned so you can change accounting logic without breaking historical reporting.
Teams can separate duties with review/approval workflows (e.g., preparer vs. approver), maintain an audit trail of changes, and roll forward safely with controlled deployments.
Every journal can be tied back to the rule version used to produce it.
How does drill-back work from the ERP to operational events?
Links posts summarized journals to the ERP to keep the GL clean and performant.
Links retains all posted ERP summary journals, so each ERP summary journal can be drilled back to the detailed subledger journals in Links, and from there to the underlying operational events and source transaction IDs.
This preserves full auditability without flooding the ERP with transaction-level detail.
What changes for my finance team?
No more chasing data across systems. No more spreadsheet-driven reconciliation loops and late-night fire drills.
Links provides real-time visibility, continuous reconciliation, and audit-ready documentation—so Finance can focus on oversight and decisions, not data assembly.
How does Links reduce audit and close risk?
Links provides end-to-end traceability from operational events → subledger journals → ERP summary postings.
Rules are controlled, versioned, and effective-dated, and all activity is logged—so auditors can validate the ‘why’ behind every entry without email hunts or manual explanations.
What makes Links different from traditional accounting systems?
Traditional approaches push operational detail into spreadsheets or overload the ERP with volume and custom logic.
Links keeps subledger detail in a purpose-built ledger, applies consistent rules across systems, and posts summarized journals to the ERP—supporting faster close, cleaner GL performance, and stronger auditability.
What does implementation look like—and who does the work?
Implementation is designed to be lightweight. We provide white-glove onboarding led by the founding team and core engineers.
The typical timeline depends on the number of source systems and the complexity of the rules, but many teams reach an initial working flow quickly in a sandbox and then expand into production.
We work with you to: (1) connect sources, (2) configure rules, (3) validate reconciliation and drill-back, and (4) go live with controlled, audit-ready postings.
What analytics capabilities does Links provide?
Links includes a built-in analytics experience powered by Metabase, enabling users to explore and visualize data directly within the platform.
Users can build and organize unlimited dashboards and questions, leveraging point-and-click tools or SQL where needed.
Dashboards combine charts and insights into unified views that update as data flows into Links.
Can I build and edit custom dashboards in Links?
Yes. Users can create, edit, and share rich analytic dashboards using the embedded Metabase interface in Links.
Dashboards can display charts, tables, and interactive visualizations that update continuously with your operational and financial data.
Users can filter and drill into data directly within Links to uncover insights without external tools.
Will analytics in Links reflect the latest data?
Yes. Because Links unifies operational, accounting, and financial data as it arrives, dashboards reflect the latest data as soon as it is processed in Links.
You won’t need to wait for nightly exports or monthly extracts — insights are available as soon as events are ingested.
Still have questions?