Optimise your accounts receivable workflows with Credit-IQ's integration with KashFlow, ensuring accuracy and efficiency

How to Integrate KashFlow

Set up

Navigate to the ERP/Integrations tab, select KashFlow from the menu, and click the icon. The Connection Wizard will appear.


Navigate through the wizard steps and select KashFlow from the dropdown menu. You will be shown which data Credit-IQ will have access to via KashFlow. A new window will open, log into your KashFlow account and authorise the connection by clicking “approve”.


Once all your invoice data is synced, you can begin tracking accounts receivable and configuring workflows for your customers.