Payroll & contribution files
Import, validate, map, and reconcile employer payroll and contribution data.
File/API-dependentINTEGRATION STRATEGY
Connect the systems.
Make the handoffs visible.
Retirement operations depend on dependable data exchange. KinetiPlan's integration approach emphasizes explicit contracts, validation, traceability, and controlled exception handling.
INTEGRATION LANDSCAPE
Built for a connected
retirement ecosystem.
Specific connectors are not implied by this overview. Integration availability depends on vendor interfaces, permissions, formats, licensing, and implementation scope.
Recordkeepers & custodians
Exchange agreed transaction, balance, position, and reconciliation data where supported.
Partner-dependentAccounting & billing
Prepare consistent billing outputs and finance-related data transfers for downstream systems.
Scope-dependentEmployer & participant portals
Coordinate identity, data access, task status, and approved information sharing.
Access-controlledDocuments & reports
Support structured import/export, report delivery, and document association workflows.
Format-dependentAI-enabled assistance
Help explain file errors and summarize exceptions while retaining human approval and traceable inputs.
Human-reviewedINTEGRATION PRINCIPLES
Make data exchange
safe to operate.
Good integrations are not just pipes. They need operational controls, clear ownership, and a way to recover when data is late, duplicated, malformed, or inconsistent.
01 / Versioned contracts
Document schemas, field meanings, formats, validation rules, and compatibility expectations.
02 / Idempotent processing
Design repeatable imports to reduce duplicate posting risk and support safe retries.
03 / Reconciliation by design
Compare expected and received totals, surface mismatches, and retain resolution evidence.
04 / Observable operations
Track job status, failure reasons, timestamps, and ownership of exceptions.
05 / Least-privilege access
Limit credentials and permissions to the integration's intended scope.
06 / Test before release
Use representative test cases and customer sign-off before changing production interfaces.
LET’S MAP YOUR DATA FLOWS
Which systems must work together?
Bring your current system list, file examples, and integration pain points to an initial discussion.