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Seamless Kashflow & Epicor Integration: Unify Your ERP & Accounting

Automate financial processes, streamline operations, and gain real-time visibility by connecting Epicor's robust ERP with Kashflow's intuitive accounting.

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The Challenge

The Disconnect: Manual Gaps Between Your ERP and Accounting

Operating Epicor and Kashflow as separate silos creates significant challenges, hindering efficiency, accuracy, and strategic decision-making. Businesses often face a constant struggle to reconcile operational realities with financial records.

  • Manual data entry leads to errors and inconsistencies between systems.
  • Delayed financial reporting due to batch processing or manual transfers.
  • Lack of real-time visibility into cash flow, inventory valuation, and customer balances.
  • Inefficient workflows for sales order processing, procurement, and expense management.
  • Increased risk of compliance issues and audit discrepancies.
  • High administrative costs associated with redundant data management.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Integration for Kashflow & Epicor

Our iPaaS-powered integration solution bridges the gap between Epicor's comprehensive ERP and Kashflow's streamlined accounting, creating a single source of truth for your business data. This intelligent connection automates data exchange, ensures consistency, and provides real-time insights.

  • Bi-directional synchronization of critical master data (Customers, Suppliers, Products).
  • Automated creation of Kashflow Sales Invoices from Epicor Sales Orders.
  • Real-time posting of Epicor Cash Receipts as Payments in Kashflow.
  • Streamlined Purchase Order to Purchase Invoice flow between systems.
  • AI-driven reconciliation and expense posting for enhanced accuracy.
Implementation Timeline

Go live with Kashflow + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Kashflow and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Kashflow + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bi-directional synchronization of critical master data (Customers, Suppliers, Products).
  • Automated creation of Kashflow Sales Invoices from Epicor Sales Orders.
  • Real-time posting of Epicor Cash Receipts as Payments in Kashflow.
  • Streamlined Purchase Order to Purchase Invoice flow between systems.
  • AI-driven reconciliation and expense posting for enhanced accuracy.
  • Centralized error handling and monitoring for uninterrupted operations.

Technical Integration Details: Connecting Kashflow and Epicor

Our integration solution leverages the robust API capabilities of both Kashflow and Epicor, orchestrated by a sophisticated iPaaS. This ensures secure, scalable, and real-time data exchange, tailored to your specific business processes.

Data Flow Steps

API Connection & Authentication: Establish secure connections using OAuth 2.0 (Kashflow) and OAuth 2.0 / Token-based (Epicor) via the iPaaS. Dedicated service accounts with least privilege are provisioned.

Event Listener/Polling Configuration: Configure event triggers (e.g., Epicor BPMs, webhooks from Kashflow if available, or optimized polling for specific endpoints) to detect data changes in source systems.

Data Extraction: The iPaaS extracts relevant data from the source system's API endpoints (e.g., Epicor SalesOrder data, Kashflow Customer details).

Data Mapping & Transformation: Raw data is mapped to a canonical format and then transformed to match the target system's schema and business rules. AI-assisted mapping accelerates this process.

Data Validation: Before sending, data is validated against target system requirements (e.g., mandatory fields, data types) to prevent errors.

Data Ingestion: The transformed and validated data is then sent to the target system's API endpoints (e.g., Kashflow /v2/invoices, Epicor /api/v2/odata/.../Customers).

Error Handling & Monitoring: Any failures are logged, retried with exponential backoff, and alerts are sent. Dead-letter queues store unresolvable issues for manual review.

Status Updates: Where applicable, status updates (e.g., 'Invoice Paid' in Kashflow) can be pushed back to Epicor for end-to-end visibility.

Data Touchpoints

Epicor SalesOrder <-> Kashflow Sales Invoice
Epicor Part <-> Kashflow Product/Service
Epicor Customer <-> Kashflow Customer
Epicor Supplier <-> Kashflow Supplier
Epicor PurchaseOrder/APInvoice <-> Kashflow Purchase Invoice
Epicor CashReceipt <-> Kashflow Payment
Epicor GLAccount <-> Kashflow General Ledger Account
Epicor JobHead (summary) -> Kashflow Journal Entry (for WIP/COGS)

"Epicor (Source) -> iPaaS (Extract, Map, Transform, Validate) -> Kashflow (Target) for Sales Orders to Invoices. Kashflow (Source) -> iPaaS -> Epicor (Target) for Customer updates. Bi-directional sync for master data. Event-driven triggers initiate data flow, with a centralized iPaaS managing all orchestration, error handling, and monitoring."

Pricing

Simple, transparent pricing for Kashflow + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Kashflow

Integrating Kashflow fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Field-Level Mapping between Kashflow and Epicor

Understanding how core business entities map between Epicor's detailed operational structure and Kashflow's financial ledger is crucial. Our iPaaS provides a visual canvas to define these mappings, ensuring data integrity and consistency.

Customer

Synchronizing customer details ensures consistent billing, shipping, and contact information across both systems.

Kashflow Fields

CustomerID Name ContactName Email Address1 Postcode Telephone AccountReference

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Mapping Notes

Map Epicor's `CustID` to Kashflow's `AccountReference` for cross-system lookup. Harmonize address components. Consider creating a custom field in one system to store the other system's ID for true bi-directional linking. Deduplication logic is vital based on email or `CustID`/`AccountReference`.

Next Steps

See Kashflow + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Epicor Sales Order to Kashflow Sales Invoice Automation

Automate the entire sales process from order capture in Epicor to invoice generation in Kashflow, ensuring accurate and timely billing.

Integration Steps:

  1. 0 New SalesOrder created or updated in Epicor (event trigger).
  2. 1 iPaaS extracts SalesOrder header and line item details from Epicor.
  3. 2 iPaaS maps Epicor SalesOrder data to Kashflow Sales Invoice fields, including Customer lookup/creation.
  4. 3 Kashflow Sales Invoice is automatically created with correct line items, pricing, and tax rates.
  5. 4 Payment status updates from Kashflow can optionally flow back to Epicor.

Business Outcome

Reduced manual invoice creation, accelerated billing cycles, improved cash flow, and accurate revenue recognition.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Boost Financial Accuracy
Eliminate manual data entry errors by automating the transfer of sales, purchase, and payment data from Epicor to Kashflow, ensuring consistent financial records.
Accelerate Month-End Close
Streamline reconciliation processes by automatically posting Epicor transactions to Kashflow, enabling faster financial reporting and analysis.
Gain Real-time Visibility
Access up-to-date financial and operational data across both systems, providing a unified view of your business performance and cash flow.
Optimize Operational Efficiency
Automate routine tasks like invoice creation, payment processing, and master data synchronization, freeing up staff for higher-value activities.
Ensure Data Consistency
Maintain a single source of truth for customer, supplier, and product information across Epicor and Kashflow, preventing discrepancies and improving data quality.
Enhance Scalability & Agility
Future-proof your business with an integration platform that scales with your growth and allows for rapid adaptation to new business requirements and system changes.
✨

Boost Financial Accuracy

90% Reduction in manual data entry errors

📋 What You Get

Eliminate manual data entry errors by automating the transfer of sales, purchase, and payment data from Epicor to Kashflow, ensuring consistent financial records.

💼 Business Impact

This benefit directly contributes to 90% Reduction improvement in in manual data entry errors, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Kashflow + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Kashflow and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Kashflow + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /v2/customers Create/Update Kashflow Customer records from Epicor or CRM.
GET, POST, PUT /v2/invoices Create Kashflow Sales Invoices from Epicor Sales Orders.
GET, POST /v2/payments Record Kashflow Payments from Epicor Cash Receipts.
GET, POST, PUT /v2/purchaseinvoices Create Kashflow Purchase Invoices from Epicor AP Invoices.
GET, POST, PUT /v2/products Sync Product/Service data from Epicor to Kashflow.
POST /v2/journals Post summary financial entries (e.g., payroll, WIP) from Epicor to Kashflow.

⚡ Transformation Logic

  • Customer Matching: Logic to match customers by email, `CustID`/`AccountReference`, or name to prevent duplicates.
  • Product ID Mapping: Map Epicor `PartNum` to Kashflow `ProductID` and handle different UOMs.
  • GL Account Determination: Dynamically assign Kashflow `General Ledger Account` based on Epicor transaction type, product category, or department.
  • Tax Rate Harmonization: Standardize tax codes between Epicor and Kashflow to ensure accurate tax calculations on invoices.
  • Status Mapping: Translate Epicor `OrderStatus` (e.g., 'Shipped', 'Invoiced') to Kashflow `Invoice Status` ('Outstanding', 'Paid').
  • Date Formatting: Ensure consistent date and time formats across both systems.

🛡️ Error Handling

  • Epicor API rate limit exceeded: iPaaS pauses and retries with exponential backoff.
  • Kashflow data validation error (e.g., invalid CustomerID for invoice): Error logged, alert sent, message moved to dead-letter queue.
  • Network outage between iPaaS and Epicor: Integration attempts retried, pending messages queued.
  • Mismatched GL accounts for a new expense category: AI flags, alert sent for manual mapping update.
  • Duplicate customer creation attempt: Deduplication logic identifies, update existing record or merge.
Pricing

Simple, transparent pricing for Kashflow + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What is the primary benefit of integrating Kashflow with Epicor?
The primary benefit is achieving a single source of truth for your operational and financial data. This eliminates manual data entry, reduces errors, accelerates financial reporting, and provides real-time visibility into your business performance, from sales orders in Epicor to reconciled accounts in Kashflow.

Data Sync FAQs

▸ How does the integration handle customer and supplier data synchronization?
The integration supports bi-directional synchronization for Customer and Supplier master data. When a new record is created or updated in either Epicor or Kashflow, the iPaaS detects the change, applies deduplication logic, and updates the corresponding record in the other system, ensuring consistency.

Workflows FAQs

▸ Can I automate sales order processing from Epicor to Kashflow?
Absolutely. A core use case is automating the creation of Sales Invoices in Kashflow directly from Epicor Sales Orders. The iPaaS extracts order details, maps them to Kashflow's invoice structure, and creates the invoice, drastically reducing manual effort and speeding up your billing cycle.
▸ Can the integration help with bank reconciliation in Kashflow?
Yes. By automating the posting of Epicor Cash Receipts as Payments in Kashflow, the integration pre-matches many bank transactions. This significantly streamlines the bank reconciliation process in Kashflow, making it faster and more accurate, especially when combined with Kashflow's automated bank feeds.

Technology FAQs

▸ What role does AI play in the Kashflow-Epicor integration?
AI significantly enhances the integration by providing intelligent field mapping suggestions, detecting anomalies in transaction data, and even suggesting or auto-applying fixes for common data validation errors. This improves data quality, reduces manual intervention, and accelerates integration development.

Technical FAQs

▸ How does the iPaaS manage API rate limits for Kashflow and Epicor?
Our iPaaS is designed with intelligent rate limit management. It employs strategies like request queuing, exponential backoff for retries, and batching multiple operations into single API calls (where supported) to prevent hitting API limits and ensure continuous, stable data flow.

Customization FAQs

▸ Is it possible to customize the integration workflows?
Yes, the integration is highly customizable. Using the low-code/no-code visual designer, you can easily add custom fields, implement conditional logic, define specific business rules, and extend workflows to include other systems, all without writing complex code.

Security FAQs

▸ How is data security ensured during the integration?
Data security is paramount. The integration uses OAuth 2.0 for secure authentication, enforces HTTPS/TLS encryption for all data in transit, and encrypts sensitive data at rest within the iPaaS. We adhere to industry security standards like ISO 27001 and SOC 2, and employ least-privilege access controls.
Implementation Timeline

Go live with Kashflow + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Kashflow and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Kashflow + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Kashflow + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Kashflow + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo