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Kashflow Microsoft + Dynamics AX Integration

Clarity Connect™ integrates Kashflow Microsoft with Dynamics AX, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Kashflow Microsoft and Dynamics AX through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Kashflow Microsoft and Dynamics AX.

  • Map custom fields in Kashflow (if supported) to extended data fields or `FinancialDimensions` in Dynamics AX.
  • Extend Dynamics AX entities with custom fields to capture specific data from Kashflow that doesn't fit standard fields.
Implementation Timeline

Go live with Kashflow Microsoft + Dynamics AX 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 Microsoft and Dynamics AX, 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 Microsoft + Dynamics AX deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Map custom fields in Kashflow (if supported) to extended data fields or `FinancialDimensions` in Dynamics AX.
  • Extend Dynamics AX entities with custom fields to capture specific data from Kashflow that doesn't fit standard fields.

Robust Integration Architecture for Kashflow and Dynamics AX

The recommended architecture leverages a modern iPaaS as the central nervous system, orchestrating data flow, transformations, and error handling between Kashflow and Dynamics AX. This ensures a scalable, secure, and resilient integration layer.

Data Flow Steps

Event-Driven Architecture: Utilize webhooks from Kashflow and simulated events from AX (via polling/CDC) to trigger real-time workflows.

Canonical Data Model: Define a standardized internal data model within the iPaaS to simplify transformations between disparate systems.

API-First Approach: Prioritize API-based integrations for transactional data, complemented by file-based or direct database access for bulk/legacy scenarios.

Idempotent Operations: Design integrations to prevent duplicate record creation in AX upon message reprocessing.

Microservices-based Integrations: Break down complex workflows into smaller, independent, reusable integration components.

Master Data Management (MDM): Designate Dynamics AX as the master for core entities like Customers, Vendors, and Products, with Kashflow consuming updates.

Data Touchpoints

iPaaS Platform: Cloud-native integration platform as a service, providing connectors, runtime, monitoring, and development tools.
Kashflow Connector: Pre-built connector for Kashflow's REST API, handling authentication, requests, and responses.
Dynamics AX Connector: Specialized connector managing interactions with AX's AIF/WCF services, OData entities, or direct database access (via secure agent).
Data Transformation Engine: Within the iPaaS, for schema mapping, data enrichment, and format conversion.
Workflow Orchestrator: Manages the sequence and logic of integration flows, including conditional routing and parallel processing.
Error Handling & Monitoring Module: Centralized logging, alerting, and retry mechanisms.
Messaging Queue (Internal to iPaaS): For asynchronous processing, rate limit management, and ensuring reliable delivery.
Secure Gateway/Agent (for on-prem AX): If Dynamics AX is on-premise, a secure agent facilitates communication with the cloud iPaaS without exposing the internal network.

"A conceptual diagram would show Kashflow and Dynamics AX as distinct systems. The iPaaS sits between them, acting as a hub. Arrows indicate data flow: bi-directional for master data (Customers, Suppliers), uni-directional (Kashflow to AX) for transactional data (Sales Invoices, Payments, Purchase Invoices, Journals). Key components within the iPaaS include connectors, mapping engines, transformation logic, a rules engine, monitoring, and error handling. An optional 'AI Co-pilot' layer would augment the iPaaS capabilities."

Pricing

Simple, transparent pricing for Kashflow Microsoft + Dynamics AX.

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 Microsoft

Integrating Kashflow Microsoft 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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer

Synchronizing customer profiles ensures consistent contact and billing information across accounting and ERP.

Kashflow Microsoft Fields

CustomerID Name ContactName Email Address1 Postcode Telephone AccountReference

Dynamics AX Fields

AccountNum Name PartyId Currency Address ContactInfo

Mapping Notes

Map Kashflow's `AccountReference` to Dynamics AX's `AccountNum` for unique identification. Harmonize address components. `PartyId` in AX is crucial for linking to contacts. AI can suggest mappings for fields like `ContactName` to AX's `ContactInfo` structure.

Next Steps

See Kashflow Microsoft + Dynamics AX 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.

eCommerce Order-to-Cash Consolidation

Automate the flow of sales data from an eCommerce platform (e.g., Shopify) into Kashflow as Sales Invoices, then seamlessly push reconciled invoices and payments from Kashflow into Dynamics AX for comprehensive revenue recognition and AR management. This ensures enterprise-level visibility of all sales transactions originating from various channels.

Integration Steps:

  1. 0 New eCommerce Order triggers Sales Invoice creation in Kashflow (via Kashflow's eCommerce workflow).
  2. 1 Payment Gateway posts successful payment against Kashflow Sales Invoice.
  3. 2 Kashflow Sales Invoice (marked 'Paid') and associated Payment are automatically pushed to Dynamics AX.
  4. 3 Dynamics AX creates/updates Customer Invoice and applies Payment, updating Accounts Receivable.

Business Outcome

Real-time revenue recognition, reduced AR aging, unified customer financial records in AX, and streamlined cash flow reporting.

Frequency

Real-time/Near Real-time

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /v2/customers Retrieving and creating/updating customer records in Kashflow.
GET, POST, PUT /v2/invoices Creating and updating sales invoices in Kashflow, crucial for order-to-cash workflows.
GET, POST /v2/payments Recording payments received against Kashflow invoices.
GET, POST, PUT /v2/purchaseinvoices Managing purchase invoices for expense tracking in Kashflow.
GET, POST, PUT /v2/suppliers Managing supplier records in Kashflow.
POST /v2/journals Posting manual journal entries from Kashflow to AX.

⚡ Transformation Logic

  • GL Account Mapping: Map Kashflow's specific GL accounts to the corresponding `AccountNum` in Dynamics AX, potentially requiring multi-level mapping for detailed AX reporting.
  • Financial Dimension Derivation: Dynamically assign Dynamics AX `FinancialDimensions` (e.g., Department, Cost Center) based on originating Kashflow transaction type, customer group, or product category.
  • Address Harmonization: Standardize address formats from Kashflow to meet Dynamics AX's structured address fields.
  • Currency Conversion: Handle multi-currency transactions, ensuring correct exchange rates are applied if necessary for AX postings.
  • Status Synchronization: Translate Kashflow invoice statuses (e.g., 'Paid', 'Outstanding') to Dynamics AX `PaymentStatus` and vice-versa.
  • Line Item Aggregation/Splitting: Consolidate or split line items as needed to match the detailed structure required by AX for invoices or journals.

🛡️ Error Handling

  • Kashflow API rate limit exceeded: iPaaS queues and retries with exponential backoff.
  • Dynamics AX AIF service timeout: iPaaS retries the request, potentially switching to batch if persistent.
  • Data validation error (e.g., invalid `AccountNum` in AX): Message routed to dead-letter queue, alert sent, AI suggests fix.
  • Duplicate record creation: iPaaS logic identifies and prevents duplicates based on unique identifiers.
  • Network connectivity issues: iPaaS detects and retries, ensuring eventual consistency.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate Kashflow with Microsoft Dynamics AX?
Integrating Kashflow with Dynamics AX centralizes your financial data within a robust ERP, eliminating silos, automating manual processes, and providing real-time, comprehensive insights for better financial reporting, inventory management, and operational control across your enterprise.

Data Flow FAQs

▸ What kind of data flows between Kashflow and Dynamics AX?
Commonly integrated entities include Customers, Suppliers/Vendors, Sales Invoices, Purchase Invoices, Payments, General Ledger Accounts, and Journal Entries. This ensures consistent master data and accurate transactional postings for AR, AP, and GL in Dynamics AX.

Technology FAQs

▸ Can I use low-code tools to build this integration?
Absolutely. A modern iPaaS platform provides low-code/no-code capabilities with visual drag-and-drop interfaces for building workflows and mappings. This empowers business users and citizen integrators to design and manage complex Kashflow and Dynamics AX integrations, accelerating development and reducing IT dependency.

AI FAQs

▸ How does AI enhance Kashflow and Dynamics AX integration?
AI augments integrations by suggesting optimal data mappings, automating data validation and anomaly detection, intelligently routing exceptions, and providing predictive insights for financial forecasting and spend analysis. This reduces manual effort and improves data quality and decision-making.

Performance FAQs

▸ How are API rate limits handled for Kashflow and Dynamics AX?
The iPaaS intelligently manages API rate limits by queueing requests, implementing exponential backoff for retries, and batching multiple operations. For Dynamics AX, it optimizes AIF/Web Service calls and manages throughput to prevent overwhelming the ERP system, ensuring stable performance for both.

Security FAQs

▸ What are the security considerations for this integration?
Security is paramount. The integration uses secure authentication (OAuth 2.0 for Kashflow, service accounts for AX), enforces HTTPS/TLS encryption for data in transit, encrypts data at rest, and applies strict access controls. Compliance with GDPR, PCI DSS, and other regulations is ensured through robust data protection measures and audit trails.

Workflows FAQs

▸ Can I automate bank reconciliation between Kashflow and Dynamics AX?
Yes, a key benefit is automating bank reconciliation. The iPaaS can pull bank transactions, match them against Kashflow invoices/payments, and then push reconciled data or journal entries to Dynamics AX, significantly streamlining the reconciliation process, often with AI assistance for complex matches.

Architecture FAQs

▸ What if my Dynamics AX is on-premise?
If your Dynamics AX is on-premise, the iPaaS uses a secure, lightweight agent deployed within your network. This agent facilitates secure communication between your on-prem AX instance and the cloud iPaaS, ensuring data privacy and integrity without exposing your internal systems.
Pricing

Simple, transparent pricing for Kashflow Microsoft + Dynamics AX.

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

Connect™ Plan

Clarity Connect

$599 /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 Microsoft + Dynamics AX 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