Integrate ERP and cloud accounting with CRM, eCommerce, payroll, and banking systems.
Solutions by Department
Close the books on current numbers, not spreadsheet exports.
ERP, banking, billing, and analytics should reconcile without anyone rekeying invoices or matching statements by hand. With Flowgear your finance team builds those integrations fast. AI assembles the workflow from the outcome you describe, and every flow is governed and audited before it runs. A faster close, on real-time numbers, without waiting for IT.
For finance and treasury teams who close on real-time numbers. here's how you connect ERP, banking, and BI, and build each integration with AI under full audit.
- Keep ledger, banking, billing, and pipeline data aligned across the systems finance relies on.
- Automate invoice capture, payment approvals, reconciliation, and dunning workflows.
- Give finance and treasury current numbers without spreadsheet exports or manual matching.
Give finance one reliable set of numbers
When ERP, banking, billing, payroll, and CRM systems update separately, finance loses time reconciling which figure is right. Flowgear keeps connected systems in agreement so reporting, forecasts, and the close reflect the latest financial state.
Connect customer and supplier platforms for invoicing, payments, and order data.
Capture flat-file data from Excel, CSV, and PDF without making spreadsheets the integration layer.
Where Flowgear delivers
Real integration patterns, grouped by the work they take off your team.
Accounts payable automation
Vendor invoices reach the ledger and get paid through governed workflows instead of manual capture.
Accounts payable automation
Vendor invoices reach the ledger and get paid through governed workflows instead of manual capture.
Invoice capture direct to ERP
Flowgear extracts data from emailed or scanned vendor invoices and posts the bill to the cloud accounting or ERP platform, removing manual entry and clerical errors.
Straight-through payment approvals
Once a bill is approved, Flowgear pushes the payment to banking portals or gateways and marks the bill paid, giving finance real-time visibility and a clean audit trail.
Dynamic early-settlement discounts
Vendor terms held in the ERP trigger Flowgear to offer early-pay discounts, adjusting payment amounts and posting the required journals automatically.
Accounts receivable and billing
Closed deals turn into invoices, settlements match automatically, and overdue accounts are chased without manual follow-up.
Accounts receivable and billing
Closed deals turn into invoices, settlements match automatically, and overdue accounts are chased without manual follow-up.
Auto-invoice from closed-won
When a deal closes in CRM, Flowgear creates a customer invoice in the finance system, attaches a PDF, and emails it to the buyer, accelerating cash collection.
Payment gateway reconciliation
Card and ACH settlements flow back to the ERP, match against open invoices, and update ageing reports, removing spreadsheet matching.
Automated dunning sequences
Overdue invoices launch personalized reminder emails and update collection status fields, so the team always knows where each account stands.
Bank reconciliation and cash
Statement lines reconcile against the ledger and liquidity stays visible without month-end spreadsheet work.
Bank reconciliation and cash
Statement lines reconcile against the ledger and liquidity stays visible without month-end spreadsheet work.
Daily bank-feed matching
Flowgear imports statement lines, matches them to ledger transactions, and flags exceptions for review, streamlining the month-end close.
Rolling cash-flow forecast
Balances from ERP, CRM, and payroll feed a live forecast in BI dashboards, giving treasury constant insight into liquidity.
Budgeting and forecasting
Operational actuals and weighted pipeline keep budgets and scenario models current.
Budgeting and forecasting
Operational actuals and weighted pipeline keep budgets and scenario models current.
Real-time revenue pipeline
Weighted pipeline value from CRM updates the budgeting tool every hour, keeping forecasts current without manual exports.
Driver-based what-if models
Actuals from the ERP feed scenario models, so finance can see the impact of business changes as they happen.
Tax compliance and reporting
Tax journals, filings, and audit packs are produced from connected data rather than collated by hand.
Tax compliance and reporting
Tax journals, filings, and audit packs are produced from connected data rather than collated by hand.
Automated sales-tax journals
Flowgear calls a tax engine to apply correct rates, post journals, and prepare filing data for each region, reducing compliance risk.
Audit-pack creation on demand
Transactions, approvals, and attachments stream to a secure archive, producing regulator-ready audit packs without manual collation.
Systems Flowgear connects here
Questions
Which finance workflows should teams automate first?
The strongest starting points are accounts payable invoice capture, payment approvals, bank reconciliation, receivables and dunning, and feeding actuals into budgeting. An Integration Assessment helps rank these by business value, risk, and delivery effort.
Can Flowgear post data into our existing ERP and accounting system?
Yes. Flowgear connects ERP and cloud accounting platforms such as SAP, Sage, NetSuite, and Microsoft Dynamics with CRM, eCommerce, payroll, banking, and tax systems, posting invoices, payments, and journals through governed workflows.
How does integration help the month-end close?
Bank-feed matching, gateway reconciliation, and automated journals remove manual collation. Statement lines reconcile against the ledger, settlements match open invoices, and exceptions are flagged for review instead of hunted down in spreadsheets.
Can Flowgear capture data from spreadsheets and PDFs?
Yes. Finance teams drop spreadsheets or PDFs into a watched folder; Flowgear parses each line and posts clean data into the ERP, removing manual capture and the errors that come with it.
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Talk to us.
If you need more details about how Flowgear could fit this team, system, or workflow, speak with someone who can help map the right next step.