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Unify Kashflow Accounting with Microsoft Dynamics GP ERP

Automate Financial Workflows, Enhance Data Accuracy, and Drive Efficiency with Seamless Integration

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The Challenge

The Challenge of Disconnected Financial Systems

Operating Kashflow and Microsoft Dynamics GP as standalone systems creates significant operational hurdles. Manual data transfers are not only time-consuming but also prone to errors, leading to inconsistencies, delayed reporting, and a fragmented view of your financial landscape.

  • Manual Data Entry & Duplication: Re-keying sales invoices, customer details, or expense reports between Kashflow and Dynamics GP is tedious and error-prone.
  • Delayed Financial Reporting: Inconsistent data leads to reconciliation nightmares, slowing down month-end close and delaying crucial financial insights.
  • Inaccurate Forecasting & Budgeting: Without a unified view of AR, AP, and GL, accurate financial planning becomes nearly impossible.
  • Compliance Risks: Discrepancies between systems can lead to compliance issues and difficulties during audits.
  • Lack of Real-time Visibility: Business leaders lack immediate access to consolidated financial performance metrics.
Integration Diagram
Solution Illustration
The Solution

The Intelligent iPaaS Solution for Kashflow & Dynamics GP

Our AI-powered iPaaS provides a seamless, low-code platform to connect Kashflow and Microsoft Dynamics GP. It orchestrates complex financial workflows, ensuring real-time data synchronization, intelligent data mapping, and robust error handling to transform your financial operations.

  • Pre-built Connectors: Instant connectivity to Kashflow and Dynamics GP APIs.
  • Low-Code Workflow Designer: Visually build and manage complex integration flows without extensive coding.
  • AI-Powered Data Mapping: Intelligent suggestions for field mapping and transformation rules.
  • Event-Driven Architecture: Real-time data flow triggered by events in either system.
  • Centralized Monitoring & Alerting: Proactive identification and resolution of integration issues.
Implementation Timeline

Go live with Kashflow Microsoft + Dynamics GP 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 GP, 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 GP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built Connectors: Instant connectivity to Kashflow and Dynamics GP APIs.
  • Low-Code Workflow Designer: Visually build and manage complex integration flows without extensive coding.
  • AI-Powered Data Mapping: Intelligent suggestions for field mapping and transformation rules.
  • Event-Driven Architecture: Real-time data flow triggered by events in either system.
  • Centralized Monitoring & Alerting: Proactive identification and resolution of integration issues.
  • Robust Error Handling & Retries: Automated mechanisms to ensure data integrity and prevent loss.

Technical Integration Details: Kashflow & Dynamics GP

Our iPaaS provides the robust framework for connecting Kashflow and Microsoft Dynamics GP, handling the complexities of API communication, data transformation, and workflow orchestration. We ensure secure, reliable, and scalable data exchange.

Data Flow Steps

1. Endpoint Configuration: Set up secure connections to Kashflow (via OAuth 2.0) and Dynamics GP (via eConnect/Web Services).

2. Event Listeners/Polling: Configure triggers for changes in Kashflow (e.g., new invoice, payment) or Dynamics GP (e.g., new customer, inventory update).

3. Data Extraction: Extract relevant entity data (e.g., Customer, Sales Invoice, Payment) from the source system.

4. Data Transformation & Harmonization: Apply schema normalization, data cleansing, and enrichment rules to ensure data conforms to the target system's requirements.

5. Intelligent Mapping: Visually map source fields to target fields, leveraging AI suggestions for complex transformations (e.g., Kashflow 'AccountReference' to GP 'CUSTNMBR').

6. Data Validation: Implement pre-posting validation rules to catch errors before data reaches Kashflow or Dynamics GP.

7. Data Ingestion: Use appropriate API endpoints (POST/PUT) to create or update records in the target system.

8. Error Handling & Logging: Log all transactions, manage retries for transient errors, and alert stakeholders for critical issues.

9. Status Updates: Optionally, update the source system with the status of the integration (e.g., 'Posted to GP').

Data Touchpoints

Kashflow: Customers, Suppliers, Sales Invoices, Purchase Invoices, Payments, General Ledger Accounts, Journal Entries
Dynamics GP: Customer, Vendor, Item/Product, Sales Order, Invoice (Sales/Purchase), General Ledger Account, Payment, Journal Entry

"Kashflow (Event Trigger: New Invoice/Payment/Customer) -> iPaaS (Extract, Transform, Map, Validate) -> Dynamics GP (Create/Update Sales Order/Receivables Transaction/Customer) -> iPaaS (Status Update) -> Kashflow (Confirmation)"

Pricing

Simple, transparent pricing for Kashflow Microsoft + Dynamics GP.

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

Key Entities & Field-Level Mappings for Kashflow & Dynamics GP

Seamless data flow requires precise mapping between the core entities of Kashflow and Dynamics GP. Our iPaaS provides visual tools and AI assistance to ensure accurate and consistent data synchronization, handling complex transformations and validations.

Customer

Synchronizes customer records to ensure consistent contact, billing, and shipping information for AR across both systems.

Kashflow Microsoft Fields

CustomerID Name ContactName Email Address1 Postcode Telephone AccountReference

Dynamics GP Fields

CustomerID CustomerName Address1 City State ZipCode Phone1 Email CreditLimit CustomerClassID

Mapping Notes

Kashflow's `AccountReference` can be mapped to GP's `CustomerID` or an external ID field. Address fields require careful concatenation/splitting. `CreditLimit` and `CustomerClassID` are typically GP-specific and may not have a direct Kashflow counterpart, requiring default values or enrichment.

Next Steps

See Kashflow Microsoft + Dynamics GP 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.

Kashflow Sales Invoices to Dynamics GP General Ledger & Accounts Receivable

For businesses using Kashflow for simplified sales invoicing (e.g., for specific projects or smaller client segments), this workflow automates the transfer of approved Kashflow Sales Invoices directly into Dynamics GP. This ensures that all revenue is accurately recorded in the central ERP for consolidated financial reporting and AR management.

Integration Steps:

  1. 0 New Sales Invoice created/approved in Kashflow (event trigger).
  2. 1 iPaaS extracts invoice details (Customer, Line Items, Amounts, Tax Rates).
  3. 2 Data mapped to Dynamics GP's Sales Invoice/Receivables Transaction schema, with Kashflow Customer ID matching GP Customer ID (or creating new if needed).
  4. 3 Invoice created in Dynamics GP (SOPType, SOPNumbe, CustID, Line Items mapped to GP Item/GL Accounts).
  5. 4 GL accounts are updated in Dynamics GP, and AR is posted.
  6. 5 Status update (e.g., 'Posted to GP') can be sent back to Kashflow.

Business Outcome

Real-time revenue recognition in Dynamics GP, accurate AR balances, reduced manual entry, and faster financial close.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Streamlined Financial Operations
Automate the flow of invoices, payments, and GL entries, drastically reducing manual effort and processing times between Kashflow and Dynamics GP.
Enhanced Data Accuracy
Eliminate human errors from data re-entry, ensuring consistent and reliable financial data across both systems.
Faster Financial Close
Accelerate month-end and year-end close processes with real-time data synchronization and automated reconciliation.
Unified Financial Visibility
Gain a comprehensive, consolidated view of your financial health by bridging data from Kashflow into Dynamics GP's robust ERP reporting.
Improved Compliance & Auditability
Maintain detailed audit trails and ensure data integrity for regulatory compliance and simplified audits.
Scalability for Growth
Design integrations that can effortlessly scale to handle increasing transaction volumes as your business expands.
✨

Streamlined Financial Operations

80% Reduction in Manual Data Entry

📋 What You Get

Automate the flow of invoices, payments, and GL entries, drastically reducing manual effort and processing times between Kashflow and Dynamics GP.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in Manual Data Entry, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /v2/customers Manage customer records. Used for bi-directional customer master sync.
GET, POST, PUT /v2/invoices Create, retrieve, and update sales invoices. Central for Kashflow to GP sales invoice flow.
GET, POST /v2/payments Record payments received. Key for payment reconciliation workflows.
GET, POST, PUT /v2/purchaseinvoices Manage purchase invoices. Used for expense/AP automation from Kashflow to GP.
POST /v2/journals Create manual journal entries. For payroll or other financial adjustments.
GET, POST, PUT /v2/products Manage products/services. Important for invoice line item mapping.

⚡ Transformation Logic

  • GL Account Mapping: Map Kashflow's simplified chart of accounts or product categories to Dynamics GP's multi-segment General Ledger accounts (e.g., 'Sales Income' in Kashflow to '4000-000-01' in GP). AI can learn and suggest these mappings.
  • Customer/Vendor ID Harmonization: Match Kashflow `AccountReference` to Dynamics GP `CustomerID`/`VendorID` or use a cross-reference table maintained by the iPaaS.
  • Date & Timezone Conversion: Standardize date formats (e.g., DD-MM-YYYY to YYYY-MM-DD) and handle timezone differences.
  • Address Formatting: Concatenate/split address fields to fit the target system's structure.
  • Tax Rate Alignment: Ensure Kashflow tax rates map correctly to Dynamics GP tax schedules and details.

🛡️ Error Handling

  • Kashflow `CustomerID` not found in Dynamics GP (resolved by creating new customer or linking existing).
  • Invalid GL Account specified in Kashflow line item for Dynamics GP posting (resolved by default mapping or manual intervention).
  • Dynamics GP rate limit exceeded (resolved by iPaaS queuing and backoff).
  • Network connectivity issues to on-premise Dynamics GP (resolved by automated retries and alerts).
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why integrate Kashflow with Microsoft Dynamics GP?
Integrating Kashflow with Dynamics GP unifies your accounting and ERP data, eliminating manual data entry, reducing errors, and providing a consolidated view of your financial operations. This is crucial for businesses using Kashflow for specific accounting tasks and Dynamics GP as their central ERP for deeper financial management, inventory, and supply chain.

Technical FAQs

▸ What data entities are commonly synchronized between Kashflow and Dynamics GP?
Commonly integrated entities include Customers, Suppliers/Vendors, Sales Invoices, Purchase Invoices, Payments (Cash Receipts), and General Ledger Journal Entries. These form the core of financial operations and are essential for end-to-end workflow automation.
▸ How are API rate limits and Dynamics GP server performance managed?
Our iPaaS intelligently manages Kashflow's API rate limits through queuing and exponential backoff strategies. For Dynamics GP, it optimizes performance by utilizing batch processing, efficient data mapping, and managing concurrency to prevent overwhelming the SQL Server, ensuring stable and high-throughput operations.

Technology FAQs

▸ How does an iPaaS facilitate this integration?
A modern iPaaS (Integration Platform as a Service) provides pre-built connectors for both Kashflow and Dynamics GP, a low-code visual workflow designer, AI-powered data mapping, robust error handling, and centralized monitoring. It abstracts API complexities, accelerates development, and ensures reliable, scalable data flow without custom coding.
▸ How does AI enhance Kashflow and Dynamics GP integrations?
AI significantly enhances integrations by providing intelligent field mapping suggestions, automating data validation, detecting anomalies in financial transactions, offering smart error resolution, and optimizing workflow performance. This reduces manual effort, improves data quality, and makes integrations more resilient.

Use Cases FAQs

▸ Can I automate my sales invoice process from Kashflow to Dynamics GP?
Yes, it's a primary use case. Our iPaaS can detect new or approved sales invoices in Kashflow in real-time and automatically create corresponding sales invoices or receivables transactions in Dynamics GP, including all line items, customer details, and GL postings. This streamlines revenue recognition and AR management.
▸ Is it possible to synchronize customer master data bi-directionally?
Absolutely. Our iPaaS supports bi-directional synchronization of customer master data between Kashflow and Dynamics GP. This ensures that new customer creations or updates in one system are automatically reflected in the other, maintaining a single, consistent source of truth for customer information across your organization.

Security FAQs

▸ What are the security considerations for integrating Kashflow and Dynamics GP?
Security is paramount. Our iPaaS ensures end-to-end encryption (TLS 1.2+) for data in transit, encryption at rest for stored data, OAuth 2.0 for Kashflow, and least-privilege service accounts for Dynamics GP. We also adhere to industry standards like ISO 27001 and SOC 2, providing comprehensive audit trails for compliance.
Pricing

Simple, transparent pricing for Kashflow Microsoft + Dynamics GP.

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 GP 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