SFTP Integration
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Implementation
SFTP integration uses the Secure File Transfer Protocol to automate the exchange of financial data between systems. It is a common method for transferring trial balances, journal entries, and other structured data from ERP systems to downstream financial close and consolidation platforms on a scheduled or event-driven basis.
Why it matters
Despite the rise of API-based integrations, SFTP remains the most widely supported data transfer method in enterprise finance. Many legacy ERP systems and banking platforms can export data to SFTP but do not offer modern APIs. For organizations with strict network security policies, SFTP provides a well-understood, encrypted transfer mechanism that IT teams are comfortable approving.
The challenge with SFTP-based workflows is reliability and observability. Files can fail silently, arrive with unexpected formats, or contain partial data. Without proper validation and monitoring, a missing or malformed file can delay the entire financial close. Robust SFTP integration requires automated pickup, format validation, data mapping, and error alerting.
Modern data integration platforms support SFTP alongside API-based connections, providing a reliable transport mechanism for systems that cannot support real-time integration.
How Arvexi handles this
Arvexi's Data Integration platform supports SFTP as a first-class integration method alongside APIs and webhooks. Inbound files are validated against expected schemas, mapped to the target chart of accounts, and routed through an import approval workflow before committing to the system. File processing is fully logged, and failures trigger immediate alerts to the integration owner.
Explore how Arvexi automates this: Data Integration · Platform Overview