Connect Kashflow to Sage 100: Unleash Seamless Financial Automation
Bridge operational accounting with core ERP, driving real-time data flow, eliminating manual entry, and enhancing financial visibility with intelligent iPaaS.
The Challenge: Disconnected Financial Operations
Managing your business with Kashflow for day-to-day operational accounting and Sage 100 for your core ERP can lead to significant inefficiencies and data integrity issues. The manual transfer of sales invoices, payments, purchase orders, and customer data between these two critical systems is a common bottleneck.
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Manual Data Entry: Re-keying invoices, payments, and customer details from Kashflow into Sage 100 is time-consuming and prone to human error.
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Delayed Financial Reporting: Disconnected systems mean financial data isn't always current, leading to lags in reporting and decision-making.
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Inconsistent Master Data: Customer, supplier, and product information can become out of sync, causing discrepancies in billing, inventory, and sales.
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Inefficient Reconciliation: Matching payments in Kashflow with AR/AP entries in Sage 100 becomes a complex, manual task.
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Lack of Real-time Visibility: Without a unified view, it's difficult to get an accurate, up-to-the-minute picture of your cash flow, inventory, and overall financial health.
The Solution: Intelligent Integration for Kashflow & Sage 100
Our iPaaS-powered solution seamlessly connects Kashflow with Sage 100, creating an intelligent bridge that automates data flow, eliminates manual effort, and ensures real-time financial accuracy. By leveraging pre-built connectors, low-code tools, and AI-driven capabilities, we transform your financial operations from fragmented to fully synchronized.
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Bidirectional Data Synchronization for Master Data (Customers, Suppliers, Products)
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Automated Sales Order & Invoice Posting from Kashflow to Sage 100
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Streamlined Purchase Invoice & Expense Processing to Sage 100 AP/GL
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Real-time Payment Reconciliation & Cash Receipts Posting
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Event-Driven Architecture for Immediate Updates
Comprehensive Solution Details
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Bidirectional Data Synchronization for Master Data (Customers, Suppliers, Products)
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Automated Sales Order & Invoice Posting from Kashflow to Sage 100
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Streamlined Purchase Invoice & Expense Processing to Sage 100 AP/GL
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Real-time Payment Reconciliation & Cash Receipts Posting
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Event-Driven Architecture for Immediate Updates
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Comprehensive Error Handling & Monitoring
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Customizable Workflows & Business Logic
Seamless Integration Architecture & Data Flow
Our iPaaS provides a robust and intelligent integration layer between Kashflow and Sage 100, orchestrating complex data flows, transformations, and validations to ensure maximum efficiency and data integrity. This architecture is designed for scalability, resilience, and real-time performance.
Data Flow Steps
Secure Connectivity: Establish secure, encrypted connections to Kashflow via OAuth 2.0 and to Sage 100 via dedicated service accounts leveraging BOI/ODBC.
Event-Driven Triggers: Configure event listeners (e.g., webhooks from Kashflow-connected systems, or Change Data Capture for Sage 100) to initiate workflows in real-time.
Data Extraction: Data is pulled from the source system through optimized API calls (Kashflow) or efficient database queries/BOI calls (Sage 100).
Canonical Data Model: Data is converted into a standardized, canonical format within the iPaaS, facilitating easier transformation.
Intelligent Transformation & Validation: The iPaaS applies business logic, performs data type conversions, enriches data, and validates against predefined rules and AI-driven anomaly detection. AI also suggests optimal GL account mappings.
Error Handling & Retries: Automated retry mechanisms with exponential backoff handle transient errors. Persistent errors are logged, routed to dead-letter queues, and trigger alerts.
Target System Ingestion: Transformed and validated data is pushed to the target system, respecting API rate limits (Kashflow) or optimizing BOI/ODBC calls (Sage 100) through batching.
Status Updates & Reconciliation: Post-ingestion, status updates (e.g., 'Paid' on an invoice) are propagated, and reconciliation processes are initiated.
Data Touchpoints
"Conceptual Flow: [Source System Event (e.g., New Kashflow Invoice or Sage 100 Inventory Update)] -> [iPaaS Listener/Polling] -> [Data Extraction (Kashflow API / Sage 100 BOI/ODBC)] -> [iPaaS Data Transformation & AI Validation] -> [Data Ingestion (Sage 100 BOI/ODBC / Kashflow API)] -> [Error Handling & Monitoring] -> [Status Update/Notification]"
Simple, transparent pricing for Kashflow + Sage 100.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
How Middleware Integration Works
See Kashflow + Sage 100 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.
eCommerce Order-to-Cash Automation
Automate the entire sales order lifecycle, from an eCommerce platform generating orders in Kashflow to their full processing within Sage 100, including inventory and customer updates.
Integration Steps:
- 0 New sales orders from eCommerce create Sales Invoices in Kashflow (including customer creation if new).
- 1 Successful payments from payment gateways are automatically posted against Sales Invoices in Kashflow.
- 2 Summarized Sales Invoices and Cash Receipts from Kashflow are automatically posted as AR Invoices and AR Cash Receipts (or GL Journal Entries) in Sage 100.
- 3 Inventory adjustments from Sage 100 (IM_ItemWarehouse) are synced back to Kashflow's Product/Service stock levels in real-time.
- 4 Order status updates from Sage 100 (e.g., 'Shipped') can be reflected in Kashflow.
Business Outcome
Real-time order processing, accurate inventory levels, faster revenue recognition, reduced manual data entry and errors, improved customer satisfaction.
Real-time (for orders, payments, inventory) / Batch (for consolidated GL postings)
API Endpoints & Data Logic
Technical details for developers and architects.
⚡ Transformation Logic
- Field Mapping: Direct mapping of corresponding fields (e.g., Kashflow 'Name' to Sage 100 'CustomerName').
- Data Enrichment: Augmenting data with information from other systems (e.g., adding a customer's credit score from a CRM before syncing to Sage 100).
- Data Normalization: Standardizing formats (e.g., address parsing, date format conversion) for consistency.
- Conditional Logic: Applying rules based on data values (e.g., if Kashflow 'TotalAmount' > $5000, then route for manual approval before posting to Sage 100).
- Lookup Tables: Translating codes or values (e.g., Kashflow 'Payment Method' to Sage 100 'Cash Account').
- Aggregation/Summarization: Consolidating detailed Kashflow transactions (e.g., multiple small invoices) into summarized journal entries for Sage 100's GL.
🛡️ Error Handling
- Kashflow API rate limit exceeded (429 Too Many Requests).
- Sage 100 BOI validation errors (e.g., invalid `ItemCode`, missing `VendorNo`, incorrect `GL_Account`).
- Network connectivity issues between iPaaS and either system.
- Data type mismatches during transformation (e.g., text instead of numeric).
- Duplicate record creation due to inconsistent IDs or incomplete deduplication logic.
- Referential integrity violations in Sage 100 (e.g., attempting to create an invoice for a non-existent customer).
Simple, transparent pricing for Kashflow + Sage 100.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Kashflow + Sage 100 integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.