Integration · ERP

A digital coworker for Visma.net

A digital coworker that works directly in Visma.net — reading items and stock balances, creating sales orders, placing purchases and registering deliveries. You do not change systems. The manual steps simply stop happening.

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  • AvailableThe integration runs in production today
  • Cloud APIOpen APIs — no server to open up and nothing to install
  • Per accountYour credentials are stored separately and never shared

Visma.net is the cloud member of the Visma family and, unlike the installed systems, it has open APIs from the outset. That makes connecting a technical formality — the hard part lies elsewhere.

The hard part is deciding what the coworker should actually do: which orders may be created automatically, which purchases require approval and what must always reach a human. That is where we spend the time.

This integration runs in production today. If you have a flow you want to start with, we set it up against your account — there is nothing to wait for.

Why this integration

What you get out of it

No system change

Visma.net stays exactly as it is. No migration, no parallel registers and no retraining of the team.

Quick to connect

Open cloud APIs mean setup moves fast. You grant access, we build the flow — nothing needs installing on your side.

Reads and writes

The coworker creates and updates records in Visma.net — it does not just read data out. That is where the time is actually saved.

A full audit trail

Every action is logged: what the coworker tried to do, which data it used and what the system replied.

Capability

What it can do in Visma.net

These are the flows running today. If you need something not listed here, we start from your requirement instead.

Sales orders — creates and updates orders from email, PDF or an enquiry.

Item and customer data — looks up items, prices, agreements and customer details.

Stock balances — reads available stock and answers what is on the shelf.

Purchase orders — prepares the basis and places orders with the right supplier according to your rules.

Deliveries — registers inbound and outbound deliveries and matches them to the order.

Invoice basis — prepares the paperwork so invoicing does not stall on a detail.

The flow

From an incoming request to a registered record

This is what a typical flow looks like when a digital coworker runs it.

Comes in

  • Email and PDF
  • Customer enquiry
  • Stock need

Digital coworker

Interprets the input, looks up items and terms, creates the record according to your rules — and escalates to a human when something does not add up.

Lands in Visma.net

  • Sales order
  • Purchase order
  • Registered delivery

Who notices the difference

What it means for different parts of the business

An integration is rarely interesting in itself. This is what it actually changes for the people working in Visma.net every day.

Order desk and customer service

Answers the same day

Enquiries are answered and orders registered continuously instead of waiting for someone to get a quiet moment.

Purchasing and warehouse

Fewer surprises

Needs are caught as they arise and deliveries are registered straight away, so the stock figure holds up when someone asks.

Management and IT

No new platform to maintain

Visma.net stays. IT sets up access once and defines the scope — after that every action is logged and traceable.

Getting started

How you connect it

Setup is a one-off effort. Expect days, not weeks — provided you know which flow you want to start with.

  1. We walk through the flow

    A conversation where you describe how the work is handled manually today, which rules apply and where it tends to go wrong. We tell you honestly what the coworker will not handle.

  2. You grant API access to Visma.net

    A one-off setup against your account, with the permissions the coworker needs — no more than that. Credentials are stored encrypted and per account.

  3. We configure the coworker

    We build the flow against your setup and your rules, and test it on real cases from your own day-to-day work.

  4. You approve before it goes live

    The coworker first runs with you as reviewer — you see every record before it is written. Once you are comfortable, you let it run on its own.

Security

Access, logging and accountability

Access to Visma.net is set up once and stored per customer. Your credentials are never shared between accounts and are never used outside the actions your digital coworkers are configured to perform.

Every action goes through our job queue — fully logged, auditable and searchable. If something goes wrong you can see exactly what the coworker tried to do and what the system replied, so the fault can be fixed rather than guessed at.

You set the limits: what may be created automatically, which amounts go through without approval and what must always be reviewed by a human.

Running Visma.net?

Tell us which flow takes the most time at your company today. We will show you what it looks like with a digital coworker — against your own setup.

Book a call