Unify Your Financials with Infor and Kashflow Integration
Bridge the gap between your enterprise operations and accounting. Automate workflows, synchronize critical data, and drive efficiency with a powerful iPaaS solution.
The Disconnect Between Operational Data and Financial Reality
Many businesses struggle with manual data entry, reconciliation headaches, and delayed insights due to disparate systems. Infor, a robust ERP, SCM, or HCM platform, often holds the operational truth, while Kashflow manages the financial ledger. Without a seamless connection, these systems operate in silos, leading to significant inefficiencies and business risks.
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Manual data entry of sales orders, purchase invoices, and payments into Kashflow.
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Delayed or inaccurate financial reporting due to stale data.
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Inconsistent customer and supplier information across systems.
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Challenges in reconciling bank feeds with operational transactions.
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High operational costs associated with repetitive, error-prone tasks.
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Lack of real-time visibility into cash flow and financial performance.
Intelligent Integration: Connecting Infor Operations to Kashflow Accounting
Our iPaaS-driven solution provides a robust, flexible, and intelligent bridge between Infor's comprehensive operational capabilities and Kashflow's streamlined accounting functions. By establishing a unified data flow, we empower your organization to automate critical processes, ensure data consistency, and gain real-time financial insights without manual intervention.
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Pre-built connectors for Kashflow and Infor APIs.
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Visual, low-code/no-code workflow builder.
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Real-time, event-driven data synchronization.
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AI-powered data mapping and transformation.
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Comprehensive error handling and monitoring.
Comprehensive Solution Details
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Pre-built connectors for Kashflow and Infor APIs.
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Visual, low-code/no-code workflow builder.
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Real-time, event-driven data synchronization.
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AI-powered data mapping and transformation.
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Comprehensive error handling and monitoring.
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Scalable architecture for growing data volumes.
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Secure, compliant data exchange.
Deep Dive into Kashflow & Infor Integration Architecture
Our integration solution leverages a modern iPaaS to create a robust and flexible data pipeline between Kashflow and Infor. We focus on API-first, event-driven communication to ensure real-time accuracy and efficiency, while providing comprehensive tools for data transformation, error handling, and monitoring.
Data Flow Steps
Source System Event Trigger: An event occurs in Infor (e.g., new Sales Order, updated Customer record) or Kashflow (e.g., new payment).
iPaaS Listener/Webhook: The iPaaS platform's connector detects the event via Infor's APIs or a webhook configured in the source system.
Data Extraction: Relevant data is securely extracted from the source system via its API endpoints (e.g., `/infor/api/v1/salesorders`, `/v2/customers`).
Data Transformation & Validation: The extracted data is processed through the iPaaS's visual mapping canvas. This involves schema normalization, field-level transformations (e.g., currency conversion, date formatting), data enrichment, and validation against predefined business rules. AI-assisted mapping suggests optimal field alignments.
Business Logic Application: Conditional logic, lookups, and routing rules are applied (e.g., 'if Customer exists, update; else, create').
Target System API Call: The transformed and validated data is then sent to the target system via its API endpoints (e.g., `/v2/invoices` in Kashflow, `/infor/api/v1/gl/journalentries` in Infor).
Error Handling & Retries: If an API call fails, the iPaaS automatically retries with exponential backoff. Persistent errors are logged, generate alerts, and can be routed to a dead-letter queue for manual intervention or AI-driven auto-resolution.
Confirmation & Logging: Successful transactions are confirmed, and all steps are logged for auditability and monitoring.
Status Update (Optional): The target system's updated status (e.g., 'Invoice Paid' in Kashflow) can be synced back to Infor if required for end-to-end workflow visibility.
Data Touchpoints
"Infor (Event/API Call) -> iPaaS (Extract, Transform, Validate, Map, Apply Business Logic) -> Kashflow (API Call) -> (Optional) Kashflow (Event/API Call) -> iPaaS -> Infor (API Call)"
Simple, transparent pricing for Kashflow + Infor.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
How Middleware Integration Works
See Kashflow + Infor integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.
Integration Use Cases
Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.
End-to-End Order-to-Cash Automation
Automatically process sales orders from Infor through to invoicing and payment reconciliation in Kashflow. This ensures every sale is accurately recorded and reconciled without manual intervention.
Integration Steps:
- 0 Customer places an order, creating a Sales Order in Infor (e.g., via CRM, eCommerce, or direct entry).
- 1 iPaaS triggers on new Infor Sales Order, checks for existing Customer in Kashflow or creates a new one.
- 2 Infor Sales Order data (line items, pricing, tax) is transformed into a Kashflow Sales Invoice.
- 3 Upon payment receipt in Infor, a Payment record is created in Kashflow, linked to the corresponding Sales Invoice and marked as paid.
Business Outcome
Reduced DSO (Days Sales Outstanding), improved cash flow, minimized manual reconciliation errors, and real-time revenue reporting.
Real-time / Event-driven
API Endpoints & Data Logic
Technical details for developers and architects.
⚡ Transformation Logic
- Field Concatenation: `Infor.Customer.FirstName` + `Infor.Customer.LastName` → `Kashflow.Customer.ContactName`
- Value Mapping: `Infor.SalesOrder.PaymentStatus` ('Paid') → `Kashflow.Payment.Status` ('Paid')
- Conditional Logic: IF `Infor.SalesOrder.OrderStatus` = 'Shipped' THEN `Create Kashflow Sales Invoice`
- Date Formatting: Convert `Infor.OrderDate` (YYYY-MM-DD HH:MM:SS) → `Kashflow.InvoiceDate` (YYYY-MM-DD)
- Lookup Tables: Map `Infor.Product.SKU` to `Kashflow.Product.ProductID` using a pre-configured lookup table or dynamic API call.
- Tax Rate Harmonization: Map Infor tax codes to Kashflow tax rates, potentially applying regional tax rules.
- GL Account Assignment: Map Infor expense categories to specific Kashflow `General Ledger Account` IDs for Purchase Invoices or Journal Entries.
🛡️ Error Handling
- API Rate Limit Exceeded: iPaaS automatically retries with exponential backoff.
- Data Validation Failure: (e.g., invalid email format from Infor to Kashflow Customer). The iPaaS logs the error, sends an alert, and quarantines the message for review.
- Authentication Token Expiry: iPaaS automatically refreshes OAuth tokens for Kashflow; alerts for Infor API key issues.
- System Outage: Circuit breaker pattern prevents overwhelming a down system, allowing for graceful recovery.
- Duplicate Record Creation: Deduplication logic prevents creating new records if an existing one is found by matching key fields.
Simple, transparent pricing for Kashflow + Infor.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
Simple, transparent pricing for Kashflow + Infor.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Kashflow + Infor integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.