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Use Case – Expense Management Integration

Speed up expense reimbursement with ERP integration

Expense automation gets you 80% of the way to full automation.  Completing your ERP integration will save you even more hours every week.

Eliminate errors, and reduce risks.

Customize your integration for your process.​

Scale for higher volume and efficient, accurate data transfer.​

With streamlined processes, enjoy happier accountants and employees.

Remove the bottlenecks & automate your full business process.

From travel to reimbursement to analysis.

360 view your customer

Give your team a live look at expenses against their customer in their ERP or CRM app. Embed or completely integrate recent expenses as well as other customer data like payment information, products owned, recent support tickets, product usage, engagement from communications, and more using Popdock’s widgets.

User-Driven Reporting & Analytics

Utilize Popdock’s reporting to view insights and create advanced queries across multiple sources to publish an API to consume in other analytics tools.  Popdock’s easy-to-use self-service reporting provides intuitive filtering, search, and the ability to easily share custom reports across the team with non-ERP and non-expense management software users.

Expense and Vendor Integration with your ERP

Instead of entering data back into your ERP, save time by automating the syncing of expenses and vendor information back to your accounting system using SmartConnect.

Cloud and on-premise integration

Mid-market companies have integration needs across their enterprise that are completely hosted, on-premise hosted in the cloud, and installed in a local environment. eOne offers the tools to connect to any combination.​

Spend Forecasting 

Allow finance to manage spending thresholds and projections with the right processes and automation in place between your expense management solution and ERP.

Human Capital Management (HCM) Integration

Give HR and management the insight they need by integrating expense data back into human capital management solutions to understand the total employee cost.

Travel Expenses and Booking Provider Integration

Import costs from your provider to your expense management provider, so you can manage threshholds and manage compliance easier.

Future-proof your data management.

Powerful. Flexible. 100% configurable.

File integration

Seamlessly refresh your Excel reports and effortlessly push data from Excel to your desired destination with just a click.

Multi-system integration

Generate data exactly when and where you need it, connecting your cloud and on-premise apps. No coding required.

Virtual integration 

Make your data easily accessible and presentable within your app. Embed data as list views, card widgets, graphs, summaries, and more.

Data migration

Archive and access historical data, existing reports, and databases using Popdock. Quickly combine data between your old and new app for comprehensive insights.

Data lake management & access

Store any data in a data lake and use Popdock as the gateway for users to access, report, and share data in real-time.

Self-service reporting

Empower users to find answers to their data questions with intuitive real-time reporting. Users can query data across apps, create and share favorites, apply filters, group data, and more.

Cross-app reporting

Unlock better insights and work smarter by combining data from multiple apps. Use custom list reporting to join, merge, compare, and summarize data from various sources.

Embedded reporting

Embed Popdock widgets of external or related data, giving users quick access to their favorite reports and providing them with interactive options.

FAQ’s

Popdock is a universal query engine that can be used by end users across all business systems. Popdock allows those configurable queries to be displayed in a number of ways: Via Popdock’s web browser UI, in Microsoft Excel as refreshable reports, embedded within another business application where users prefer to work, as connected sensitive data snippets for end users or consumed as an API by your developers.

Businesses use many applications, which means business-critical data is stored in many locations. Traditionally companies would physically move data from one database to another to share data across applications. This can be a difficult process that results in duplicated or missing data. Virtual Integration refers to connecting apps without the heavy lift of moving the data. Virtual integration allows you to share data across apps by simply displaying any data from any app, inside any other app. Virtual integration makes sharing data across the organization a much simpler and streamlined process. With better data, the whole team is smarter.

Popdock widgets are embeddable objects and allow you to present data, from any data source, inside of the app you work in. This is all done without writing a single line of code. Widgets have options that can be turned on/off that allow users to add filters, view related details, search, add columns, and even take action on a record (examples: open a record, run a process, or update information). Widgets help see the data you need to do your job, without switching apps.

Smartconnect does not have any competitors in the Microsoft Dynamics space. Our deep knowledge and detailed connectors set us apart from every other iPaas in the Microsoft space. We have worked with Microsoft ERP for 15 years. We compete mostly with developers writing custom integration solutions or one-off specific solutions that only integrate one system to another – in a rigid fashion. Smartconnect provides a single solution around which our customers build integration strategies, rather than deploying multiple disparate integration solutions. There are some other iPaas solutions that advertise that they are in the same market such as Tibco Scribe, Celigo, and Boomi. These solutions connect at the API level but have not been crafted as end-user tools dedicated to ERP integration.

SmartConnect provides data integration between business applications. SmartConnect is an iPaaS (integration platform as a service) that is designed for the technical end user, IT team, and systems analysts. The SmartConnect platform gives you control to build, modify, and manage the integrations that connect your business software together.

Smartconnect is a cloud integration platform. Smartconnect can also be deployed as an on-premise solution. A subscription to SmartConnect gives you license rights to deploy your integrations either on-premise, in the cloud, or both.

SmartConnect was originally built with ERP integration at its core. Accounting systems and ERPs are in our DNA. We believe that ERPs are the backbone of every business, and we specialize in importing and exporting data to your accounting system. We have also become experts at integrating to and from every business productivity software including eCommerce, industry verticals, CRM systems, custom applications, legacy applications, and cloud applications. The SmartConnect platform is so configurable that you can connect any and all of these systems together even if there is no ERP integration involved.

The SmartConnect.com app is hosted in Microsoft Azure and is available to be hosted in multiple regions: North America – US, United Kingdom – West, and EU – West Europe, and Australia.

And yes, you can certainly select your hosting region. After you purchase, the first communication you’ll receive provides the steps to log in to eOne’s Portal to select your preferences for the hosting region of your Smartconnect.com app.

Smartconnect does not have any competitors in the Microsoft Dynamics space. Our deep knowledge and detailed connectors set us apart from every other iPaas in the Microsoft space. We have worked with Microsoft ERP for 15 years. We compete mostly with developers writing custom integration solutions or one-off specific solutions that only integrate one system to another – in a rigid fashion. Smartconnect provides a single solution around which our customers build integration strategies, rather than deploying multiple disparate integration solutions. There are some other iPaas solutions that advertise that they are in the same market such as Tibco Scribe, Celigo, and Boomi. These solutions connect at the API level but have not been crafted as end-user tools dedicated to ERP integration.

One of the most powerful features in SmartConnect is the ability to connect to any application with a REST API. That means that we can connect to almost every cloud productivity app, and both pull data from it and write data to it.

Dynamics GP, Dynamics NAV, Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Oracle Netsuite, Acumatica, Connectwise, and Intuit Quickbooks Online.

Forget hand-keying, start connecting your data