Concur Integration with Accounting, ERP and CRM Systems

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What is Concur?

The Concur Platform helps businesses to manage business travel, invoices and expense management more efficiently. This visibility of all financial transactions and business critical information can be enhanced through drag and drop Concur integration with your existing accounting, ERP and CRM systems.

Concur is a leading provider of a cloud-based business travel, expense and invoice management software for businesses of all sizes. It enables you and your employees to quickly and easily manage business travel data and expenses through a mobile device (e.g. laptop, smartphone or tablet). It provides you with full visibility into spend, helping you to control costs, save time, as well as ensuring policy and regulatory compliance.

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Concur integration with accounting, ERP and CRM

Concur provides you with easy-to-use dashboards and a comprehensive set of standard reports that help you to manage your company cash flow more effectively. For full visibility the data generated in Concur needs to be shared with your existing accounting, ERP and CRM systems.

Concur connectors can fully integrate Concur with existing business systems via the Concur API. Integration with Concur ensures that expense data captured in Concur is properly posted to them.

Concur integration with your existing business software can be achieved by using a drag and drop Concur web connector such as Codeless Platforms’ BPA Platform. A Concur connector provides you with a user-friendly interface to access the Concur web service and enable the simple mapping of data into Concur objects and giving read/write access across a wide variety of tables. This type of Concur API integration solution facilitates data synchronisation between your Concur platform and another business system.

It might sound complicated. However, BPA Platform’s drag and drop Concur connector ensures that the integration process is quick and easy with no software coding required for 95% of processes.

Concur Integration - Concur SAP List Item Synchronisation Concur SAP List Item Synchronisation Process Example

Typical accounting, ERP, and CRM systems you can integrate Concur with

BPA Platform can integrate Concur with practically any data source via ODBC, OLEDB, web services or 3rd party APIs through connectors. Our Concur web services integration solution works with leading software vendors including SAP, Sage, Microsoft and Access Dimensions, Epicor and many more*. Typical Concur ERP integration requests include:

*If you don’t see your accounting, ERP or CRM system listed above, or if you have an industry specific or bespoke database application, contact us here.

What are the common Concur API integration scenarios?

Once you have integrated Concur web services with your accounting, ERP or CRM system you will be able to extract (e.g. ODBC, OLEDB, web services) transform (e.g. XML to recordset or recordset to XML) and load data between Concur and your other cloud-based or on premises systems to automate a number of business processes including:

  • Automatic creation of general ledger entries
  • Automated sharing of financial information between Concur and your other business systems
  • Automatic extraction of expenses data from Concur
  • List item synchronisation e.g. for cost centres, profit centres, expenses to a specific project
  • Concur invoice automation
  • Automated Concur expense reporting including purchase orders
  • Automatic scheduling of supplier payments
  • Business partner and employee synchronisation
  • Expenses synchronisation including support for multi-currency

Integrating Concur with BPA Platform removes bespoke integration project development times and costs and enables you to integrate multiple systems, automate processes and add automated business notifications. It will help you to significantly reduce costs, increase employee productivity and drive company profits.

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Concur Integration - Concur SAP Employee Synchronisation Example Concur SAP Employee Synchronisation Example

Checking for errors and creating Concur invoices

Expenses data can be automatically extracted from Concur and then passed through a verification process. This can include an additional feature that checks for errors. Once completed, the Concur integration solution can then automatically create purchase invoices and make general ledger entries. This provides you with a timely, accurate and complete financial picture.

Extracting expense data from Concur

Concur Expense provides your business with pre-defined reports, dashboards and key-metrics to offer a comprehensive view into spending for improved cash flow management. Sharing this information with other business system helps to improve visibility and to fully manage expense processes.

Our Concur connectors, which have been developed using BPA Platform, utilise the Concur API to provide you with the automatic flow of data to remove manual data extracts and imports that can lead to errors and Concur reporting delays.

Concur Integration - Automating the download of Concur Expense Report example Concur Expenses Report Automation Process Example

Concur invoice automation

The Concur Invoice application enables your finance team to schedule automated supplier payments, BACs, cheques and credit card feeds. This helps to improve employee productivity and provide accurate forecasting. This provides the ability to generate pre-defined reports to offer businesses full visibility into spending. Concur can compare invoices to purchase orders and records of received goods and services. This saves you time and ensures supplier compliance.

All this information needs to be shared with and derived from data held in your accounting, ERP and CRM systems. The Concur integration connectors enable the automated sharing of financial information between databases including the distribution of reports and purchase orders.

Concur Integration - Concur Invoice Automation Example Process Concur Invoice Automation Process Example

The benefits of Concur integration

Concur integration with your accounting, ERP or CRM system can provide you with streamlined processes. Once Concur integration is in place you will improve employee productivity, reduce repetitive data entry tasks and associated errors. Additional benefits that our customers experience include:

  • Improvement to the expense management process via automation, simplification and speed
  • Increased visibility into all expenses and optimised spend
  • Improved compliance procedures with policies and regulations
  • Removal of manual data extracts that can lead to errors and delays in reporting
  • Ability to schedule supplier payments, and more accurately forecast and manage cash flow
  • No software coding required for 95% of processes reducing development times and costs

For more information on how BPA Platform’s drag and drop Concur API integration solution can help your business download the brochure below or call us on +44(0) 330 99 88 700.

Concur Integration Brochure

Concur Integration Brochure

Learn how integrating Concur with your other business applications can drive company revenues.

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BPA Platform

Concur API Integration

Learn more about Concur connector.