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Unlock Financial Efficiency: Seamless SAP Concur & Epicor Integration

Automate Expense, Invoice, and AP Workflows with AI-Powered iPaaS for Real-time Financial Visibility and Compliance.

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The Challenge

The Challenge of Disconnected Expense & ERP Systems

Managing employee expenses and vendor invoices is complex. Without a robust integration between SAP Concur and Epicor, finance teams face a myriad of challenges that hinder efficiency, compromise data accuracy, and inflate operational costs.

  • Manual data entry of expense reports and invoices into Epicor
  • Delayed financial postings and month-end close cycles
  • Inconsistent vendor, GL account, and cost center data across systems
  • Lack of real-time spend visibility and budget control
  • Complex and error-prone corporate card reconciliation
  • Compliance risks due to fragmented audit trails
Integration Diagram
Solution Illustration
The Solution

Automate & Optimize Finance: The SAP Concur & Epicor Integration

Our iPaaS-powered integration solution for SAP Concur and Epicor creates an intelligent, automated bridge between your expense and invoice management and your core ERP. By leveraging pre-built connectors, low-code workflow design, and AI-driven capabilities, we transform your financial operations.

  • Bidirectional Master Data Synchronization (Vendors, Employees, GL Accounts, Cost Centers)
  • Automated Concur Expense Report to Epicor GL Posting
  • End-to-end Concur Invoice to Epicor AP Invoice Automation
  • Intelligent Corporate Card Transaction Reconciliation
  • Real-time Payment Status Synchronization
Implementation Timeline

Go live with SAP Concur + 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 SAP Concur 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 SAP Concur + 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

  • Bidirectional Master Data Synchronization (Vendors, Employees, GL Accounts, Cost Centers)
  • Automated Concur Expense Report to Epicor GL Posting
  • End-to-end Concur Invoice to Epicor AP Invoice Automation
  • Intelligent Corporate Card Transaction Reconciliation
  • Real-time Payment Status Synchronization
  • Advanced Error Handling and Reconciliation Dashboards
  • Low-code/No-code Workflow Customization

Technical Integration Overview: Connecting Concur and Epicor

Our integration solution leverages a modern iPaaS to provide a flexible, scalable, and secure bridge between SAP Concur and Epicor. It focuses on API-first connectivity, event-driven architecture, and robust data transformation to ensure seamless data flow.

Data Flow Steps

Connectors: Utilize pre-built, optimized connectors for SAP Concur (OAuth 2.0, REST APIs) and Epicor (OAuth 2.0/token-based, REST APIs).

Event Triggers: Configure Concur webhooks (if available) or efficient polling mechanisms (with change detection) to capture events like Expense Report approvals or Invoice postings. For Epicor, leverage BPMs to trigger events or poll relevant endpoints.

Data Extraction: Extract relevant data entities (e.g., Expense Reports, Invoices, Vendors, GL Accounts) from the source system.

Transformation & Mapping: Visually map source fields to target fields within the iPaaS. Apply necessary data transformations (e.g., format conversions, lookups, aggregations, AI-assisted GL coding).

Validation: Implement data validation rules to ensure data quality and compliance before posting to the target system.

Target System API Call: Invoke the appropriate Epicor or Concur API endpoint to create or update records.

Error Handling & Monitoring: Monitor integration flows in real-time. Implement retry mechanisms, dead-letter queues, and alerts for failures. Reconcile data discrepancies.

Status Updates: Push status updates back to the source system (e.g., Epicor Invoice ID to Concur Invoice record) for end-to-end visibility.

Data Touchpoints

SAP Concur: Expense Report, Expense Entry, Invoice, User/Employee, Vendor/Supplier, Company Card Transaction, GL Account, Cost Center, Payment Transaction.
Epicor: AP Invoice, GL Account, Supplier, Customer, SalesOrder, Part, CashReceipt.

"Concur (Expense Report/Invoice Approved) -> iPaaS (Extract, Transform, AI Map, Validate) -> Epicor (AP Invoice/GL Posting) & (Epicor Master Data Update) -> iPaaS (Transform, Sync) -> Concur (Vendor/List Update)"

Pricing

Simple, transparent pricing for SAP Concur + 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 SAP Concur

Integrating SAP Concur 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 & Data Mapping: Concur to Epicor

A successful integration hinges on precise mapping of key business entities. Our iPaaS provides a visual canvas for defining transformations and ensuring data consistency between SAP Concur and Epicor.

Expense Report / AP Invoice

Approved expense reports and vendor invoices from Concur need to be accurately reflected in Epicor's Accounts Payable or General Ledger.

SAP Concur Fields

ReportID EmployeeID ReportName TotalAmount Currency SubmissionDate ApprovalDate GLPostingStatus EntryID ExpenseType Amount TransactionDate VendorName Description GLAccountCode CostCenter InvoiceID InvoiceNumber VendorID InvoiceDate DueDate InvoiceTotalAmount PurchaseOrderRef

Epicor Fields

APInvoice.InvoiceNum APInvoice.InvoiceDate APInvoice.VendorNum APInvoice.InvoiceAmt APInvoice.DueDate APInvoice.PONum APInvDtl.PartNum APInvDtl.LineDesc APInvDtl.UnitPrice APInvDtl.LineAmt APInvDtl.GLAccount APInvDtl.CostCenter JournalEntry.JournalCode JournalEntry.JournalDate JournalDtl.GLAccount JournalDtl.DebitAmount JournalDtl.CreditAmount

Mapping Notes

Concur Expense Reports often map to Epicor AP Invoices (for employee reimbursements) or directly to GL Journal Entries. Concur Invoices map directly to Epicor AP Invoices. Requires robust mapping of Concur Expense Types/Invoice line items to Epicor GL Accounts and Cost Centers. EmployeeID from Concur needs to be linked to a Vendor in Epicor for reimbursement posting.

Next Steps

See SAP Concur + 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.

Automated Expense Report to Epicor GL Posting

Ensure every approved expense report in Concur is accurately and instantly posted to the correct General Ledger accounts in Epicor, eliminating manual journal entries.

Integration Steps:

  1. 0 Employee submits Expense Report in Concur.
  2. 1 Report is approved through Concur's workflow.
  3. 2 iPaaS triggers upon approval, extracting Expense Report and Entry data.
  4. 3 Data is mapped to Epicor's Journal Entry or AP Invoice schema, applying GL account and cost center transformations.
  5. 4 Transformed data is posted to Epicor via `/api/v2/odata/YourCompany/Erp.BO.APInvoiceSvc/APInvoices` or directly to GL.
  6. 5 Epicor's posting status is updated in Concur or monitored in the iPaaS.

Business Outcome

Faster month-end close, reduced manual data entry, improved financial reporting accuracy, and timely employee reimbursements.

Frequency

Real-time (upon approval)

Business Value

Key Integration Benefits

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

Accelerated Financial Close
Automate expense report and invoice postings to Epicor's General Ledger and Accounts Payable, significantly reducing manual data entry and reconciliation time.
Enhanced Data Accuracy
Eliminate human error from manual data entry and leverage AI for intelligent validation and GL account mapping, ensuring consistent and precise financial records in Epicor.
Real-time Spend Visibility
Gain immediate insights into company-wide spending by synchronizing approved expenses and invoices from Concur to Epicor, enabling proactive budget management and cash flow optimization.
Improved Compliance & Auditability
Maintain comprehensive audit trails and enforce policy rules automatically. AI-driven checks ensure expenses comply with company policies and regulatory requirements before posting to Epicor.
Reduced Operational Costs
By automating repetitive tasks, your finance team can shift focus from data entry to strategic analysis, leading to significant cost savings and increased productivity.
Streamlined Corporate Card Reconciliation
Automate the matching of corporate card transactions with Concur expense entries and reconcile them against Epicor, simplifying a traditionally complex and time-consuming process.
Empowered Business Users
Utilize low-code/no-code tools within the iPaaS to allow finance teams to build and modify Concur-Epicor workflows, reducing reliance on IT for everyday changes.
✨

Accelerated Financial Close

Up to 50% Faster Close

📋 What You Get

Automate expense report and invoice postings to Epicor's General Ledger and Accounts Payable, significantly reducing manual data entry and reconciliation time.

💼 Business Impact

This benefit directly contributes to Up to 50% improvement in Faster Close, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with SAP Concur + 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 SAP Concur 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 SAP Concur + 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 /v3.0/expense/reports Retrieve, create, or update expense reports and their statuses for posting to Epicor.
GET, POST, PUT /v3.0/expense/entries Manage individual expense entries within reports, including details and attachments, crucial for GL line items.
GET, POST, PUT /v3.0/invoice/invoices Access and manage vendor invoices for automated AP processing in Epicor.
GET, POST, PUT /v3.0/common/users Provision and manage user profiles (employees) for linking to Epicor supplier records for reimbursements.
GET /v3.0/common/lists Retrieve and manage custom lists used for expense types, cost centers, GL accounts (often populated from Epicor).
GET, POST, PUT /v3.0/common/vendors Synchronize and manage vendor master data, typically updated from Epicor.
POST /v3.0/financial/glentries Post general ledger entries for approved expenses and invoices, or for reconciliation purposes.

⚡ Transformation Logic

  • GL Account Harmonization: Map Concur `ExpenseType` to Epicor `GLAccount.AccountNum` using a lookup table, augmented by AI.
  • Cost Center Alignment: Map Concur `CostCenter` to Epicor `CostCenter.CCode`, handling any hierarchical differences.
  • Employee to Vendor Mapping: Link Concur `EmployeeID` to a specific Epicor `VendorNum` for reimbursement processing.
  • Currency Conversion: Handle multi-currency transactions, converting to Epicor's base currency using defined exchange rates.
  • Date Format Standardization: Convert date formats (e.g., 'YYYY-MM-DD' to Epicor's required format).
  • Line Item Aggregation/Splitting: Consolidate multiple Concur expense entries into Epicor `APInvDtl` lines or split based on specific rules.

🛡️ Error Handling

  • Concur API unavailability / Rate Limit Exceeded
  • Epicor API validation errors (e.g., invalid GL Account, missing required field)
  • Master data lookup failures (e.g., Vendor not found in Epicor)
  • Network connectivity issues
  • Policy rule violations detected by AI during transformation
Pricing

Simple, transparent pricing for SAP Concur + 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 Integration FAQs

▸ Why is a modern iPaaS essential for SAP Concur and Epicor integration?
A modern iPaaS (Integration Platform as a Service) moves beyond simple point-to-point connections, offering a centralized hub for all Concur and Epicor integrations. It provides robust capabilities for data mapping, workflow orchestration, API management, error handling, security, and AI enhancements, essential for complex enterprise financial environments. This ensures scalable, resilient, and auditable data flow, far superior to custom code or legacy integration methods.

AI & Automation FAQs

▸ How does AI enhance SAP Concur to Epicor workflows?
AI significantly augments Concur-Epicor workflows by automating tasks like receipt OCR and data extraction, intelligently suggesting Epicor GL account codes and cost centers, performing real-time policy compliance checks, and detecting anomalies or potential fraud in spending patterns. This reduces manual effort, improves data accuracy, and provides proactive insights for better spend and AP management.

Low-Code/No-Code FAQs

▸ What are the benefits of low-code/no-code for Concur and Epicor integrations?
Low-code/no-code tools empower finance and operations teams to build and modify Concur-Epicor workflows without extensive coding. This accelerates development cycles, reduces reliance on IT, and allows business users to quickly adapt automation to changing policies or operational needs, such as custom approval routing, data validation rules, or new GL account structures.

Financial Workflows FAQs

▸ How do you handle corporate credit card transaction reconciliation with Concur and Epicor?
We automate this process by integrating with corporate card providers to import daily transaction feeds into Concur. The iPaaS facilitates intelligent matching of these transactions with employee-submitted receipts and expense entries within Concur. Once approved, the reconciled expense data is then posted to Epicor's GL or AP, ensuring accurate financial reconciliation and reducing manual effort for finance teams.

Security & Compliance FAQs

▸ What are the key security considerations for Concur and Epicor API integrations?
Key considerations include using OAuth 2.0 for secure API authentication for both systems, encrypting all data in transit (TLS 1.2+) and at rest, implementing the principle of least privilege for integration user accounts, and maintaining comprehensive audit trails. Regular security audits and adherence to compliance standards like SOC 2, ISO 27001, and GDPR are also crucial.

Master Data Management FAQs

▸ Can I ensure data consistency between Epicor master data (e.g., Suppliers, GL Accounts) and Concur?
Absolutely. By establishing a bi-directional iPaaS integration for key entities like Suppliers, GL Accounts, and Cost Centers, we ensure consistency. Epicor is typically designated as the 'system of record,' and any updates or new creations in Epicor automatically trigger real-time synchronization to Concur's corresponding lists or vendor master, ensuring all financial transactions use harmonized, up-to-date coding.

Integration Management FAQs

▸ What kind of error handling is implemented for Concur-Epicor integrations?
Our integrations include robust error handling with detailed logging, automated retry mechanisms (e.g., exponential backoff for transient API errors), and dead-letter queues for unprocessable messages. A centralized monitoring dashboard provides real-time visibility into integration failures, allowing for quick identification and resolution. AI-driven anomaly detection further enhances proactive error management.
▸ How does an iPaaS support the integration lifecycle (dev->QA->prod) for Concur and Epicor?
A robust iPaaS provides environment management capabilities, allowing you to develop and test Concur-Epicor integrations in isolated sandbox environments (dev, QA) before promoting them to production. This includes version control, automated testing, and controlled deployment pipelines, ensuring stability, reliability, and preventing unintended impacts on your live systems.
Implementation Timeline

Go live with SAP Concur + 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 SAP Concur 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 SAP Concur + 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 SAP Concur + 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 SAP Concur + 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