Connect Your AP Workflows to the Systems You Already Use
TrinDocs integrates with your ERP and financial systems so requisitions, invoices, approvals, and payments move through a connected workflow without replacing the tools your team already relies on.
Epicor Prophet 21 (P21)
TrinDocs integrates directly with Epicor Prophet 21 to automate invoice capture, coding, approval routing, and document retrieval. Vendor records, GL accounts, cost centers, PO information, invoice numbers, invoice dates, and line-item details are validated against P21 data before posting. Approved invoices and supporting documents are linked back to the ERP, giving users immediate access to both financial transactions and source documents without leaving P21.
Microsoft Dynamics
TrinDocs connects with Microsoft Dynamics environments to streamline document processing and eliminate manual data entry. Vendor information, chart of accounts, purchase order data, invoice details, approval status, and posting information flow between systems, ensuring documents follow established financial controls. Users can view invoices, approvals, and supporting documentation directly from Dynamics while maintaining a complete audit trail.
NetSuite
TrinDocs extends NetSuite by automating the capture, approval, and management of financial documents. Invoice header information, vendor records, GL coding, departments, classes, locations, purchase orders, and approval status synchronize with NetSuite to support accurate posting and reporting. Supporting documents remain linked to transactions, making audits, searches, and month-end reviews significantly faster.
Acumatica
TrinDocs integrates with Acumatica to automate accounts payable workflows from document receipt through final posting. Vendor data, account codes, purchase order information, invoice amounts, approval history, and transaction references move seamlessly between platforms. Documents are stored alongside ERP records, providing complete visibility into both financial transactions and supporting documentation.
Infor
TrinDocs integrates with Infor ERP environments to streamline accounts payable and document management processes. Vendor information, purchase orders, invoice details, GL accounts, cost centers, approval status, and posting information flow between systems to reduce manual data entry and improve accuracy. Automated document capture, validation, and approval workflows help maintain financial controls while supporting documents remain linked to ERP transactions for easy retrieval, reporting, and audit readiness.
Sage Intacct
TrinDocs integrates with Sage Intacct to automate invoice processing, approval workflows, and financial document management. Vendor records, GL accounts, departments, locations, invoice details, and posting information synchronize between systems to reduce manual entry and improve efficiency. Approved invoices and supporting documentation remain connected to financial transactions, providing greater visibility, faster document retrieval, and a complete audit trail.
Softbase
TrinDocs integrates with Softbase ERP environments to automate document-intensive business processes while preserving existing workflows. Customer and vendor records, invoice data, account coding, approval activity, and transaction references synchronize between systems to ensure consistency and accuracy. Users can retrieve supporting documents directly from Softbase, eliminating time spent searching for critical records.
SAP
TrinDocs integrates with SAP to automate document capture, validation, approval routing, and retrieval across financial processes. Vendor master records, purchase orders, cost centers, GL accounts, invoice details, workflow status, and posting information are synchronized to maintain data integrity throughout the approval cycle. Supporting documents remain connected to SAP transactions, creating a complete and auditable record.
eBS MechData
TrinDocs integrates with eBS MechData to automate the flow of documents and transactional information across accounting and operational workflows. Invoice details, vendor information, account coding, approval history, and transaction references move between systems to reduce manual processing and improve visibility. Documents remain linked to ERP records for quick retrieval and audit readiness.
Microsoft Dynamics 365 Business Central
TrinDocs integrates with Dynamics 365 Business Central to automate document processing while maintaining established ERP workflows. Vendor records, purchase orders, invoice information, dimensions, account coding, approval status, and posting details synchronize between systems to improve accuracy and efficiency. Users can access documents directly from Business Central records, providing complete context for every transaction.
Microsoft Dynamics NAV
TrinDocs extends Microsoft Dynamics NAV with automated document capture, approval workflows, and centralized document storage. Vendor data, invoice details, account assignments, dimensions, purchase order information, and posting records are exchanged between platforms to support accurate transaction processing. Supporting documents remain linked to NAV records for easy retrieval and compliance reporting.
Microsoft Dynamics GP
TrinDocs integrates with Microsoft Dynamics GP to automate accounts payable and document management processes. Vendor information, invoice data, GL distributions, approval status, payment references, and transaction history synchronize between systems, reducing manual entry and processing delays. Documents are securely attached to GP transactions, providing instant access to supporting records whenever needed.
And More!
TrinDocs supports integrations across a wide range of ERP platforms and line-of-business systems. Whether your organization uses a legacy ERP, an industry-specific solution, or a highly customized environment, our team can tailor data synchronization, approval workflows, and document access to fit your existing processes without requiring a disruptive ERP replacement.
Frequently Asked Questions About Our ERP Integrations
How does TrinDocs integrate with our ERP and other business systems?
TrinDocs integrates with leading ERP systems, including Epicor Prophet 21, Microsoft Dynamics GP and Business Central, NetSuite, Acumatica, Sage Intacct, and many others.
Our integrations connect your ERP with AI-powered document capture and automated workflows, reducing duplicate data entry and manual processing. TrinDocs can retrieve vendor information, purchase orders, receipts, and other ERP data to automate invoice processing, approvals, and matching while keeping your ERP as your system of record.
What data moves between TrinDocs and our ERP?
Data exchanged can include vendors, purchase orders, invoices, requisitions, approval status, payment information, document links, GL coding, custom fields, and other business-critical records. The exact data flow is tailored to your environment and operational needs.
Will we need internal IT resources to maintain the integration?
Most clients require minimal ongoing IT involvement after implementation. TrinDocs manages integration configuration and support while working alongside your team when ERP upgrades or business changes occur.
Can TrinDocs integrate with systems beyond our ERP?
Yes. TrinDocs can integrate with document repositories, accounting platforms, email systems, CRM solutions, business applications, and other operational software to create a connected workflow environment.
What happens if we change ERPs or business systems in the future?
TrinDocs is built to grow and evolve with your business.
Whether you’re upgrading your ERP, transitioning to a new system, acquiring another company, or expanding into new departments, TrinDocs can adapt to your changing business needs.
Our team works with you to evaluate and update integrations and workflows while helping preserve access to your historical documents and records. This flexibility allows you to continue benefiting from automation as your organization evolves.
Where is our data stored, and how secure is it?
TrinDocs offers both cloud-hosted and client-hosted deployment options, allowing organizations to choose the environment that best fits their IT and security requirements.
Our platform includes role-based security, controlled user permissions, and audit trails to help protect sensitive business and financial information.
TrinDocs also provides visibility into document activity, including approvals and workflow history, helping organizations maintain accountability and internal controls.