Invoice → payment → signature → reconciliation
InvoiceSecure deliveryPaymentSignatureReconciliation
JRose · Secure-Exchanges · TIB Finance · ERP
End-to-end connected processes
We integrate your systems, your documents, e-signature, payments and your customer portals for smooth, secure and fully traceable processes.
Efficient processes.Secure data.Tangible results.
Business process integration architecture
The scenarios play continuously; pick one below to show it right away.
Input sources
JRoseFiles, invoices, contracts
Vendor invoices
Web forms
Emails
Purchase orders
PDF documents
Customer requests
Application events
Various formats (structured and unstructured)
Secure-Exchanges
Secure email
E-signature
Document management
Long-term archiving
Data encryption
Audit log
Access control
Compliant with Canadian standards
HDCE orchestration
Business rules engine
Validations and controls
Approvals and workflow
Intelligent routing
Task assignment
Exception management
SLAs and deadlines
Complete logging
Multichannel notifications
Connected systems
JRose (core system)
ERP (SAP, Dynamics, etc.)
CRM (Salesforce, etc.)
TIB FinancePayments, collections, disbursements, reconciliation
BI and data warehouse
Client portal
API connectors (REST/SOAP)
Business tools (HR, IT, etc.)
Two-way integrations, in real time or in batches
Results
Payment link
Confirmation and receipt
Billing statement
Attachment and archiving
Account statement
Bank reconciliation
ERP / CRM update
Client dashboard
Complete end-to-end traceability
Continuous improvement
Anomaly detection(AI and business rules)
Performance analysis(bottlenecks and inefficiencies)
Process optimization(recommendations)
Monitoring and alerts(in real time)
Usage reportsand key indicators
Live
A JRose invoice, from secure delivery to the general ledger
JRose Secure-Exchanges client TIB Finance signature HDCE orchestration your systems
JRoseInvoice F-2026-0418Core system · client file
Secure-ExchangesSecure deliveryEncryption · signature
ClientClient Aaccounts@example.ca
PendingConfirmed TIB Finance payment confirmation
TIB FinancePayment gatewayCard · pre-authorized debit
JRoseclient file
ERPgeneral ledger
Accountingpayments received
Client portalstatus
HDCE orchestrationRules · controls · log
Scenarios
Choose your use case, watch it run
Every scenario runs through the same architecture: only the systems, rules and results change.
Service contract with deposit
RequestContractSignaturesDepositTrust account
JRose · Secure-Exchanges · TIB Finance
Claim and disbursement
DocumentsAI extractionExceptionDisbursementImprovement
AI agents · Secure-Exchanges · TIB Finance · ERP · CRM
Client onboarding with KYC and pre-authorized debit
RequestKYCSignatureMandatePortal
JRose · Secure-Exchanges · TIB Finance · CRM · API
Purchase order → approval → supplier payment
OrderMatchingApprovalPaymentAudit
ERP (QuickBooks, SAP Business One, Odoo) · TIB Finance
AI agents
AI agents at the heart of the flow
Agents read, extract, detect and suggest; your teams approve.
Read documents
Invoices, contracts, supporting documents and emails are classified as soon as they arrive.
PDF · photo · email → 6 documents classified
Extract data
Amounts, references, dates and parties are extracted, then validated against business rules.
policy HAB-22-0918 · $7,840.00 · 97% confidence
Detect anomalies
Amount variances, duplicates and unusual delays open an exception to be handled.
18% rate schedule variance → exception EX-771
Suggest actions
The agent suggests the next step; the decision stays in your teams’ hands.
recommendation: 2nd approver required
Back into your systems
Where the information lands
Every event is written in the right place, in the right system, with no re-entry.
| Event | Source → destination | Table or screen | Delay | Status |
|---|---|---|---|---|
| Payment confirmed | TIB Finance → ERP | Payments received | < 5 s | Reconciled |
| Signed document | Secure-Exchanges → JRose | File documents | Real time | Archived |
| Invoice paid | JRose → Client portal | Billing history | Real time | Paid |
| Journal entry | HDCE → QuickBooks / SAP Business One / Odoo / Dynamics | Sales journal | Hourly batch | Posted |
| Anomaly detected | AI agent → Monitoring | Exception queue | < 1 min | To review |
| Usage report | BI → Dashboard | Key indicators | Daily | Posted |
Benefits
What your teams gain
Fewer manual interventions
Data moves from one system to the next with no re-entry or copy-and-paste.
Faster processes
Delivery, payment, signature and updates follow one another with no waiting between teams.
Complete traceability
Every event is timestamped, linked to the file and available in the audit trail.
End-to-end security
Encrypted documents, controlled access and payments processed in secure environments.
Canadian compliance
Data exchange and retention aligned with Canadian privacy requirements.
Automatic reconciliation
TIB Finance payments are automatically matched to invoices and bank deposits.
Operational visibility
Real-time dashboards and alerts on the status of every process.
A simpler client experience
Your clients receive, pay and sign in one place, then follow their file in the portal.