Aptly + Infor CloudSuite Financials

Overview

Aptly integrates with Infor CloudSuite Financials to automate governance, approval, and spend control across your enterprise finance operations. The integration ensures that delegated authorities, approval thresholds, and signatory permissions defined in Aptly are synchronized directly into Infor’s financial workflows — ensuring that transactions, purchases, and budget approvals always follow valid governance rules.
This connection bridges your Delegation of Authority (DoA) framework with your core financial systems, providing a unified, real-time source of truth for decision rights and accountability.

Key Capabilities

Authority and Limit Synchronization
Aptly automatically pushes authority data — including approval limits, position hierarchies, and signatory rights — into Infor CloudSuite Financials. When delegations are issued, updated, or revoked in Aptly, the changes are reflected instantly across Infor workflows.

Automated Workflow Enforcement
Financial approvals, requisitions, and expense requests in Infor are validated against the active authority data from Aptly. This guarantees that no user can approve beyond their current delegation and that all financial activities adhere to corporate policy.

ERP Structure Alignment
Aptly maps authority hierarchies to Infor organizational structures, such as entities, cost centers, and departments. This alignment ensures that governance rules match financial reporting and approval workflows within CloudSuite Financials.

Configurable Field Mapping and Business Rules
Administrators can extend default mappings to support unique data fields or custom approval logic. Aptly’s configuration flexibility allows support for complex, multi-entity or regional financial structures.

Comprehensive Audit Trail
Each synchronization between Aptly and Infor CloudSuite Financials is logged with full traceability — capturing when authority data changed, what approvals were updated, and which system actions were triggered. Compliance and audit teams gain transparent, exportable records for review.

Value to Organizations

Integrating Infor CloudSuite Financials with Aptly provides a direct link between governance policy and financial execution. This integration eliminates manual oversight, reduces approval bottlenecks, and ensures every financial action is authorized under current corporate delegations.
The result is a seamless, auditable control environment that supports regulatory compliance, improves operational efficiency, and enhances confidence in every financial decision.

Example Use Cases

• Procurement: Enforce purchasing limits directly in Infor CloudSuite based on Aptly’s delegated approval rules.
• Expense Management: Ensure employee reimbursements and expense reports follow approved authority paths.
• Budgeting: Align cost-center approval limits with current delegations and role hierarchies.
• Audit Reporting: Produce end-to-end records linking Aptly authority changes with Infor financial approvals.