Technical reference

This section describes the ERP data access, AvaTax API access, permission requirements, and AI layer safeguards required to support AI-assisted transaction reconciliation.

ERP system access

This section describes the ERP data required by the connector application and AI assistant.

Category

Details

Read

Transactions, customers, addresses, line items, document types, posting status

Write

Transactions, customers, addresses

AvaTax APIs

This section lists the AvaTax APIs used during reconciliation workflows.

Transactions

• [ListTransactionsByCompany](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/ListTransactionsByCompany/)

• [GetTransactionByCode](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/GetTransactionByCode/)

• [CreateTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/)

• [AdjustTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/AdjustTransaction/)

• [VoidTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/VoidTransaction/)

• [RefundTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/RefundTransaction/)

• [CommitTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CommitTransaction/)

Reports

• [InitiateExportDocumentLineReport](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Reports/InitiateExportDocumentLineReport/)

• [GetReportStatus](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Reports/GetReport/)

• [DownloadReportAttachment](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Reports/DownloadReport/)

Company and filing

• [GetCompany](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Companies/GetCompany/)

• ListFilingCalendars

• [GetFilingStatus](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Companies/GetFilingStatus/)

Audit

• [GetTransactionAudit](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/AuditTransaction/)

• ListAccountAuditHistory

User permissions

This section describes the permission levels required to perform reconciliation and resolution workflows.

System

Requirement

AvaTax

AccountUser or higher

ERP

Read and write access to transactions, customers, and addresses

AI and LLM layer

This section describes how the AI layer processes data and applies operational guardrails during reconciliation workflows.

Area

Description

Data handling

Transaction data processed within secure environment. No PII retention beyond session.

Outputs

Discrepancy categorization, root cause analysis, resolution recommendations, human-readable explanations.

Guardrails

AI provides recommendations only; never executes write operations without explicit user approval.