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Platform module

FlexApp Integration

Connect FlexApp to your ERP, accounting and other business systems — so nobody re-types the same information twice.

FlexApp Integration

In short

FlexApp Integration is the part of FlexApp that links approvals and data to your ERP, accounting, HR and other business systems, turns approved transactions into accounting entries, and keeps one shared list of customers, suppliers, staff and codes.

Who it is for

CFOs, finance controllers and IT heads who are responsible for keeping systems in step and the books accurate.

The problem it solves

Links between systems break, finance re-keys approved transactions into the accounting system, and the same customer or supplier is recorded differently in every system.

What you get

01

Connect once, use everywhere

A link to another system is set up once and reused in forms, approvals, reports and apps.

02

No re-keying into accounting

Approved transactions become balanced accounting entries and are sent to your accounting system.

03

One master list

Customers, suppliers, employees and codes are maintained once and shared by every app.

04

Room to grow

Your IT team or partners can build additional apps on FlexApp when you need them.

Diagram: staff, managers and administrators work on one FlexApp platform that holds approvals, forms, documents, dashboards and AI; business apps plug into it, it connects to your other systems, and each company’s information is kept separate. Staff & managers Process owners IT administrators FlexApp platform Workflow Forms Drive Dashboards & Reports AI Assistant Integration Mobile & Chat Security & Admin Business apps Add one at a time Each company’s data kept separate Your systems Accounting · HR · Email · AI
Diagram: staff, managers and administrators work on one FlexApp platform that holds approvals, forms, documents, dashboards and AI; business apps plug into it, it connects to your other systems, and each company’s information is kept separate.

How teams use it

Finance team · trading company

Approved claims and invoices reach the books on their own

Finance used to re-type every approved expense claim and supplier invoice into the accounting system. Now each approved transaction becomes a balanced accounting entry with the right account codes and is sent across, so the team reviews entries instead of typing them.

Procurement head · construction company

One supplier list for every system

The same supplier appeared under different names in procurement, accounts and the tender files. With one shared supplier list in FlexApp, every app uses the same record, and changes are made once.

Account management team · professional services firm

Clients send documents through a portal

Collecting documents from clients meant long email chains. Clients now log in to the FlexApp portal, see what is requested from them and upload it there, with everything kept on file.

Key features

Included in the FlexApp platform.

  • Links to your other systems are set up once, with credentials stored securely
  • Approved transactions produce balanced accounting entries — with your account codes, cost centres, periods and currencies — ready for your accounting system
  • Shared lists of customers, suppliers, staff and codes, with import from Excel and scheduled updates from other systems
  • A portal where suppliers, clients and partners log in, answer document requests and fill in forms
  • Links to Google and Microsoft calendars
  • Reports can read data straight from your existing databases
  • A developer kit for building your own apps on FlexApp

Frequently asked questions

Can FlexApp send entries to our accounting system?

Yes. FlexApp turns approved transactions into balanced accounting entries using your account codes and sends them to your accounting system.

Can suppliers or clients log in?

Yes. They use a separate portal, with their own organisations, permissions and document requests.

Can we build our own apps on FlexApp?

Yes. A developer kit lets your IT team or a partner build apps that use FlexApp approvals, forms and documents.

See FlexApp running your process

Tell us about one process you want to fix. We will show it working in FlexApp in a 45-minute demo.