Target system integrations

Kofax AP Essentials supports integrations with a number of ERP systems, financial systems and accounting programs. The level of integration with each target system can vary. For example, some systems simply accept incoming invoice data (output) from Kofax AP Essentials, whereas others integrate master data and workflows.

Target system (version) Output formats Master-data Workflow
Coupa AP (R35) Data transfer via API, PDF, TIF Accounts, Suppliers, Currencies, Contracts, Units of measure, PO data Posting.
Coupa (R35) Data transfer via API, PDF, TIF Accounts, Suppliers, Currencies, Contracts, Units of measure, PO data Posting.
E-conomic Data transfer via API, PDF, TIF Accounts, Cost centers, Currencies, Payment types, Projects, Suppliers. Coding, Posting.
Hogia Data transfer via AP Essentials Connect, XML, PDF, TIF Not supported. Not supported.
Microsoft Dynamics AX 2012 (R2 to R3)

Because Dynamics AX is approaching its end of life, new features are no longer developed for this integration. Only critical fixes are provided.

Data transfer via an integration inside Dynamics AX, PDF, TIF Accounts, Suppliers, Currencies, and coding fields (coding dimensions). Preliminary registration, Coding, Posting.
Microsoft Dynamics NAV ( 2016, 2017, 2018, Dynamics 365 Business Central) Data transfer via an integration inside Dynamics AX, PDF, TIF Supplier master data is supported in NAV 2017 CU7 and forward. Not supported.
Microsoft Dynamics 365 for Finance and Operations (10.0.30) Data transfer via API, PDF, TIF Suppliers (vendors), Procurement categories, Items/articles, Currencies with exchange rates, Sales tax groups, Item sales tax groups, PO data (2-way matching is supported, but 3-way is not) Posting
NetSuite (2023.2) Data transfer via API, PDF Accounts, Cost centers, Currencies, Projects, Suppliers. Coding, Posting.
Oracle Financials Cloud (23A) Data transfer via API, PDF, TIF Accounts, Coding fields, Currencies, Suppliers. Coding, Posting.
PROCESS DIRECTOR AP Data transfer via AP Essentials Connect, PDF, TIF Suppliers. Coding and posting is possible, but we recommend using built-in functions in PDAP.
SAP S/4HANA Cloud ES Data transfer via API, PDF, TIF Accounts, Purchase orders, Suppliers Coding, Parking, Posting.
SharePoint Online (Office 365) Data transfer via AP Essentials Connect, PDF, TIF Not supported. You can use the Workflow service, but it does not interact with SharePoint Online.
Visma Administration (2013 to 2014.2)

The Visma Administration integration has been deprecated and is no longer updated or maintained.

Data transfer via AP Essentials Connect, PDF, TIF Accounts, Cost centers, Currencies, Projects, Suppliers. Master data is downloaded from Visma. Administration. Supplier creation is supported during verification. Preliminary registration, Coding, Posting.
Visma Business (5.2x, 5.3x, 8.x, 9.x, 10.x, 11.x, 14.x, 16.x)

The Visma Business integration has been deprecated and is no longer updated or maintained.

Data transfer via AP Essentials Connect, PDF, TIF Accounts, Cost centers, Currencies, Projects, Suppliers. Master data is downloaded Visma Administration. Supplier creation is supported during verification. Coding, Posting.

Workflow key

  • Coding - General ledger account coding
  • Preliminary registration - Document preliminary registration in the target system.
  • Posting - Document posting in the target system
  • Not supported- Neither workflows nor general ledger account coding are supported