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Unify Spend Management with SAP Concur & Microsoft Dynamics AX Integration

Automate Expense Reports, Invoices & Corporate Card Reconciliation for Faster Financial Closes and Deeper Insights

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The Challenge

The Hidden Costs of Disconnected Spend Management

Without a seamless connection between SAP Concur and Microsoft Dynamics AX, finance teams face a myriad of challenges that hinder efficiency, accuracy, and strategic decision-making. Manual processes create data silos, slow down critical financial operations, and introduce significant compliance risks.

  • Manual Data Entry & Reconciliation: Hours spent re-keying expense reports and invoices into Dynamics AX, leading to errors and delays.
  • Delayed Financial Close: Slow processing of expenses and invoices prolongs the month-end close cycle, impacting reporting and forecasting.
  • Lack of Real-time Spend Visibility: Disparate systems make it difficult to get an accurate, consolidated view of company spending.
  • Compliance & Audit Risks: Inconsistent data and manual checks increase the risk of non-compliance with internal policies and external regulations (e.g., SOX, GDPR).
  • Inefficient Corporate Card Management: Tedious manual matching of corporate card transactions to employee expenses, leading to reconciliation bottlenecks.
  • Employee Frustration: Slow reimbursement processes and opaque invoice approvals impact employee satisfaction and vendor relationships.
Integration Diagram
Solution Illustration
The Solution

Streamlined Finance: The SAP Concur & Dynamics AX Integration Solution

Our robust integration solution bridges the gap between SAP Concur's leading spend management platform and Microsoft Dynamics AX's powerful ERP capabilities. Powered by a modern iPaaS (Integration Platform as a Service), we automate the entire lifecycle of expense reports, corporate card transactions, and vendor invoices, ensuring accurate, real-time data flow and unparalleled operational efficiency.

  • Automated Expense Report & Invoice Posting to AX
  • Real-time Corporate Card Transaction Reconciliation
  • Bi-directional Master Data Synchronization (Vendors, GL Accounts, Cost Centers)
  • AI-Powered Data Mapping & Validation
  • Configurable Approval Workflow Synchronization
Implementation Timeline

Go live with SAP Concur + 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 SAP Concur and Microsoft 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 SAP Concur + 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

  • Automated Expense Report & Invoice Posting to AX
  • Real-time Corporate Card Transaction Reconciliation
  • Bi-directional Master Data Synchronization (Vendors, GL Accounts, Cost Centers)
  • AI-Powered Data Mapping & Validation
  • Configurable Approval Workflow Synchronization
  • Comprehensive Audit Trails & Error Handling

Deep Dive: SAP Concur & Microsoft Dynamics AX Integration Architecture

Our integration framework is built on a modern iPaaS, providing a robust, scalable, and secure bridge between SAP Concur and Microsoft Dynamics AX. It's designed for flexibility, allowing for both standard and highly customized data flows, ensuring your financial processes are automated with precision.

Data Flow Steps

Event Trigger: An action in SAP Concur (e.g., Expense Report Approved, Invoice Approved, Corporate Card Transaction Posted) or a scheduled event (e.g., daily master data sync) initiates the integration flow.

Data Extraction: The iPaaS uses Concur's OAuth 2.0 authenticated APIs to securely extract relevant data (e.g., Expense Report details, Invoice line items, User profiles).

Data Transformation & Mapping: Extracted Concur data is ingested into the iPaaS. Here, a visual mapping canvas facilitates transformation, including: applying business rules, performing lookups (e.g., matching Concur Vendor to AX Vendor ID), harmonizing GL accounts and cost centers, and enriching data with AX-specific financial dimensions.

Validation & Error Handling: Before pushing to AX, the iPaaS validates the transformed data against predefined rules and AX's schema requirements. Any errors are captured, logged, and routed for review, with automated retry mechanisms for transient issues.

Data Ingestion to Dynamics AX: The validated and transformed data is securely transmitted to Microsoft Dynamics AX. This typically involves using AX's Application Integration Framework (AIF) services (e.g., for creating General Ledger Journals or Vendor Invoices), Data Entities, or custom web services. For large volumes, file-based imports via DIXF can be orchestrated.

Status Update & Reconciliation: Post-successful ingestion into AX, the iPaaS can optionally update the status back in Concur (e.g., 'Posted to ERP', 'Payment Initiated') to ensure end-to-end visibility and reconciliation.

Data Touchpoints

Concur: Expense Reports, Expense Entries, Invoices, Company Card Transactions, Users, Vendors, Lists (Cost Centers, GL Accounts), Payment Transactions.
Dynamics AX: General Ledger Journals, Accounts Payable Entries, Vendor Master, Financial Dimensions, Employee Records, Payments.

"Concur Event (Approved Expense/Invoice) -> iPaaS Data Extraction (Concur APIs) -> iPaaS Data Transformation & Validation (Mapping, Business Rules, AI) -> iPaaS Data Ingestion (Dynamics AX AIF/Web Services) -> Dynamics AX (GL Journal, AP Entry) -> (Optional) iPaaS Status Update (Concur APIs)"

Pricing

Simple, transparent pricing for SAP Concur + 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 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 & Intelligent Mapping for Concur-AX Integration

Effective integration hinges on precise mapping of critical business entities between SAP Concur and Microsoft Dynamics AX. Our iPaaS provides granular control and AI assistance to ensure data integrity and consistency across your financial landscape.

Expense Report / Expense Entry

A collection of individual expense entries submitted by an employee for approval and reimbursement in Concur, which needs to be posted to AX's General Ledger and Accounts Payable.

SAP Concur Fields

ReportID EmployeeID ReportName Status TotalAmount Currency SubmissionDate ApprovalDate GLPostingStatus EntryID ExpenseType Amount VendorName Description GLAccountCode CostCenter

Microsoft Dynamics AX Fields

JournalNum JournalName TransDate AccountNum (GL Account) Amount Currency OffsetAccount Description FinancialDimensions (Cost Center, Department) Voucher Worker (Employee)

Mapping Notes

Concur's 'Expense Report' often maps to an AX 'General Ledger Journal Header', while 'Expense Entries' map to 'Journal Lines'. Crucial mapping involves 'ExpenseType' to 'GLAccountCode' and 'CostCenter' to AX 'FinancialDimensions'. EmployeeID from Concur needs to map to a 'Worker' or 'Employee' record in AX, or be used for financial dimension allocation.

Next Steps

See SAP Concur + 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.

Automated Expense Report Posting

Seamlessly transfer approved expense reports and their individual entries from SAP Concur to Microsoft Dynamics AX, ensuring accurate posting to the General Ledger and Accounts Payable for reimbursement.

Integration Steps:

  1. 0 Employee submits expense report in Concur.
  2. 1 Report goes through Concur's approval workflow.
  3. 2 Upon final approval in Concur, an event triggers the iPaaS.
  4. 3 iPaaS retrieves Expense Report and Expense Entry details from Concur.
  5. 4 Data is mapped and transformed: Concur Expense Types to AX GL Accounts, Cost Centers to Financial Dimensions.
  6. 5 iPaaS creates a General Ledger Journal entry and/or Accounts Payable entry in Dynamics AX.
  7. 6 Payment status from AX is optionally synced back to Concur.

Business Outcome

Faster employee reimbursements, accurate GL postings, reduced manual data entry for AP.

Frequency

Event-driven (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 and invoice posting to Dynamics AX, drastically reducing manual effort and speeding up month-end close cycles.
Enhanced Data Accuracy & Compliance
Eliminate manual errors, enforce policy rules consistently, and maintain comprehensive audit trails for regulatory compliance.
Real-time Spend Visibility
Gain immediate insights into company spending by synchronizing approved expenses and invoices directly to Dynamics AX for analysis.
Reduced Operational Costs
Minimize labor costs associated with manual data entry, reconciliation, and error correction across financial processes.
Improved Employee & Vendor Experience
Expedite reimbursements and vendor payments, leading to higher employee satisfaction and stronger vendor relationships.
Future-Proofed Finance Operations
Leverage a flexible iPaaS for easy adaptation to evolving business needs, new policies, and future system upgrades.
✨

Accelerated Financial Close

50% Faster Close

📋 What You Get

Automate expense and invoice posting to Dynamics AX, drastically reducing manual effort and speeding up month-end close cycles.

💼 Business Impact

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

Implementation Timeline

Go live with SAP Concur + 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 SAP Concur and Microsoft 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 SAP Concur + Microsoft Dynamics AX 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 approved expense reports for posting to AX; update Concur report status.
GET /v3.0/expense/entries Retrieve individual expense entries linked to reports for detailed GL posting.
GET, POST, PUT /v3.0/invoice/invoices Access approved vendor invoices for creation in AX; update invoice status.
GET, POST, PUT /v3.0/common/users Synchronize employee data for provisioning or updates in AX.
POST /v3.0/financial/glentries Potentially used for direct GL posting, but often iPaaS orchestrates via AX AIF.
POST /v3.0/reporting/extracts Request large data extracts for advanced spend analytics, potentially to a data warehouse integrated with AX data.

⚡ Transformation Logic

  • GL Account Mapping: If Concur ExpenseType is 'Travel', map to AX GL Account '6000 - Travel Expenses'. If 'Meals', map to '6010 - Meals & Entertainment'.
  • Cost Center Derivation: Use Concur 'Employee.CostCenter' to populate AX 'Department' Financial Dimension.
  • Currency Conversion: Automatically convert Concur expense amounts to AX base currency using configured exchange rates.
  • Vendor Matching: Perform fuzzy match of Concur 'VendorName' to AX 'VendAccount' or use 'ERP_VendorID' for direct lookup.
  • Status Harmonization: Map Concur 'Approved' status to an appropriate 'Posted' or 'Ready for Payment' status in AX.

🛡️ Error Handling

  • AX GL Account Not Found: Concur ExpenseType mapped to a non-existent GL account in AX. (Solution: Alert, move to dead-letter queue for finance to correct mapping or AX master data).
  • Invalid Financial Dimension: Required AX Financial Dimension is missing or invalid. (Solution: Alert, hold transaction, provide details for correction).
  • Concur API Rate Limit Exceeded: Too many requests to Concur within a short period. (Solution: iPaaS implements exponential backoff and retries, queues requests).
  • AX AIF Service Unavailable: Temporary network or AX server issue. (Solution: iPaaS retries with backoff until AX is reachable).
  • Duplicate Invoice Number: Concur invoice with a number already existing for that vendor in AX. (Solution: Alert, move to dead-letter queue, AI suggests potential merge or new invoice ID).
Pricing

Simple, transparent pricing for SAP Concur + 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
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 Dynamics AX integration?
A modern iPaaS (Integration Platform as a Service) is crucial because it provides a centralized, scalable, and secure hub for complex integrations. It moves beyond simple point-to-point connections, offering robust capabilities for data mapping, workflow orchestration, API management, AI-powered validation, error handling, and security. This ensures consistent, resilient, and auditable data flow between Concur, Dynamics AX, and other enterprise systems, which traditional methods often fail to deliver.

AI & Automation FAQs

▸ How does AI enhance SAP Concur and Dynamics AX integration workflows?
AI significantly augments these workflows by automating tasks like receipt OCR and data extraction in Concur, intelligently suggesting GL account codes in AX based on expense types and vendors, 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 management and faster financial closes.

Workflows FAQs

▸ What are the primary workflows automated between Concur and Dynamics AX?
The primary automated workflows include: 1) Posting approved Concur expense reports and their entries to Dynamics AX's General Ledger and Accounts Payable. 2) Processing and reconciling corporate credit card transactions from Concur into AX. 3) Automating vendor invoice processing from Concur Invoice to AX AP. 4) Synchronizing master data such as Vendors, Cost Centers, and GL Accounts bi-directionally.

Corporate Cards FAQs

▸ How do you handle corporate credit card transaction reconciliation with Concur and AX?
We automate this by integrating with corporate card providers to import daily transaction feeds into Concur. The iPaaS then facilitates intelligent matching of these transactions with employee-submitted receipts and expense entries within Concur. Upon approval, the reconciled expenses are automatically posted to Dynamics AX as General Ledger journal entries, ensuring accurate financial tracking and reducing manual reconciliation effort for finance teams.

Security & Compliance FAQs

▸ What are the key security considerations for Concur and Dynamics AX API integrations?
Key considerations include using OAuth 2.0 for Concur and dedicated service accounts with least privilege for AX, encrypting all data in transit (TLS 1.2+) and at rest, implementing robust access controls, and maintaining comprehensive audit trails. Adherence to compliance standards like SOC 2, ISO 27001, GDPR, and SOX is also crucial, with the iPaaS providing features for secure credential management and data protection.

Customization FAQs

▸ Can I customize the integration to fit my specific GL accounts and financial dimensions in Dynamics AX?
Absolutely. Our iPaaS provides a visual, low-code/no-code mapping canvas that allows you to precisely map Concur's expense types, cost centers, and other fields to your specific General Ledger accounts and Financial Dimensions in Dynamics AX. AI-powered suggestions further streamline this customization, making it easy for finance teams to configure and adapt the integration to their unique chart of accounts.

Error Handling FAQs

▸ How does the integration handle errors and ensure data consistency?
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. Data consistency is ensured through master data management, robust mapping, and bi-directional sync with conflict resolution logic.

ROI & Implementation FAQs

▸ What is the typical time-to-value for this integration?
Thanks to our modern iPaaS with pre-built connectors and low-code/no-code capabilities, organizations can expect a rapid time-to-value. Initial core workflows for expense and invoice posting can often be deployed and operational within weeks, allowing you to quickly realize the benefits of automation and efficiency.
Implementation Timeline

Go live with SAP Concur + 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 SAP Concur and Microsoft 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 SAP Concur + Microsoft Dynamics AX 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 + 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
Next Steps

See SAP Concur + 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