Finance And AR State Machine
Summary
Finance and AR workflows reconcile operational facts with accounting-facing state. Their state machine should make source freshness, reconciliation, review, command eligibility, sync, exception handling, and audit explicit.
Reader Question
How does a finance or AR item move from source evidence to reviewable accounting action without hiding reconciliation ambiguity in a sync job?
State Machine
Source Refreshed gathers operational and accounting evidence. Reconciled matches invoices, payments, customers, jobs, or accounting references. Reviewable exposes unresolved differences or action candidates to the UI. Command Eligible means a service has enough context to prepare an outbound accounting action.
Sync Pending and Synced cover side effects. Exception captures provider errors, rejected commands, missing mappings, duplicate candidates, or stale source facts. Repairs return to reconciliation or command eligibility, depending on what changed.
This pattern keeps accounting sync from becoming the owner of business truth. Finance services decide what state is actionable; integrations adapt external systems; review surfaces expose ambiguity.
Visual
The diagram centers the reconciliation and exception loops before and after accounting sync.