Sovos Integrations

Epicor Kinetic is a cloud-first, AI-powered manufacturing ERP platform for companies that need better coordination across finance, supply chain, production, inventory, quality, service, and reporting. It is generally suited to discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that want one system for planning and scheduling, materials management, shop floor activity, order fulfillment, financial visibility, and multi-site operations. Kinetic also includes browser-based access, role-based workflows, integration and extensibility tools, and support for cloud, on-premises, and hybrid deployment. For buyers comparing manufacturing ERP options, it offers broad operational coverage along with analytics, CRM, project management, governance and compliance, workforce mobility, collaboration, and AI-supported capabilities through Epicor Prism. With support across multiple regions and languages, Kinetic can fit manufacturers operating across plants, countries, and supplier networks.

Advantage is an advanced subscription management platform that provides you with the ability to order products and services with complete flexibility. This level of adaptability enables you to operate your business in a manner that suits your specific needs and objectives. To stay competitive in a landscape where consumers are increasingly leaning towards subscription and membership models, it is essential to have a responsive order-to-cash solution. By utilizing such a system, you can ensure your business remains agile and meets the evolving demands of the market.

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Greenshades is a cloud-based payroll and HR solution that prioritizes compliance, earning the trust of countless businesses. This platform is designed to be ERP-independent and adaptable, enabling straightforward setup and sustainable in-house operations over time. Greenshades boasts seamless integration with various systems, including Dynamics GP, Dynamics365 BC Business Central, and F&O Financial and Operations, along with legacy platforms like NAV, SL, and AX. This flexibility ensures a tailored experience without the burdensome costs associated with third-party payroll providers. Greenshades simplifies payroll and HR processes significantly, featuring an extensive employee self-service portal, proactive compliance measures, and thorough tax reporting capabilities. Notably, we operate with NO float, meaning there is no need for pre-funding payroll tax accounts. Furthermore, our payroll platform is complemented by highly-rated support, with knowledgeable experts ready to guide you through each step of the payroll process, ensuring a smooth and efficient experience. With Greenshades, managing payroll and HR has never been more convenient or efficient.

Oracle NetSuite is the leading AI-powered Cloud ERP platform, empowering organizations to connect and optimize every aspect of their business. Built on the principle of a single source of truth, NetSuite eliminates silos by integrating ERP, financials, CRM, ecommerce, HCM, and analytics into one centralized cloud solution. Its AI capabilities go beyond automation by analyzing real-time business data to deliver predictive insights, personalized recommendations, and actionable forecasts. With more than 42,000 customers, NetSuite is trusted by businesses across industries and geographies for its scalability and reliability. Companies can leverage it to automate accounting, streamline financial close processes, and manage complex global operations with ease. Its CRM and HR features enhance customer engagement and workforce efficiency, while its professional services automation helps teams manage projects, billing, and resources more effectively. For commerce-driven organizations, NetSuite offers omnichannel commerce capabilities that unify online, in-store, and B2B sales, providing a seamless customer experience. The built-in analytics and reporting modules give leaders real-time visibility into performance across departments, enabling faster, data-driven decision-making. Oracle further strengthens NetSuite with consulting, support, and partner ecosystems, ensuring smooth deployment and ongoing optimization. By blending advanced AI, robust business functionality, and global scale, NetSuite sets the standard for modern enterprise resource planning.

Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.

Magento Open Source offers fundamental eCommerce features that allow you to build a unique online store from the ground up. For those looking for a more all-encompassing eCommerce solution, we recommend our cloud-based Adobe Commerce platform, which provides superior cloud infrastructure and hosting alongside advanced AI-driven merchandising and analytics tools. No other platform gives you the power to create striking and personalized shopping experiences quite like this one. You can leverage a wide array of built-in features, exceptional customization capabilities, and seamless integrations with third-party services. In utilizing our eCommerce solutions, you also gain access to a global network of implementation partners and a vast marketplace filled with extensions, making this an ideal time to turn your commerce dreams into reality. Merging content with commerce is essential to fulfilling customer demands for fluid brand interactions. Additionally, to fully exploit the capabilities of your eCommerce platform, think about enhancing its functionalities with the numerous extensions available in the marketplace, ensuring your store remains competitive and distinctive in a crowded online space. By doing so, you will not only improve user experience but also drive higher engagement and sales.

The convergence of transactions, analytics, and planning can greatly enhance the operational lifecycle of an organization. By employing efficient and intelligent automation, companies can realize improved throughput and operational effectiveness. Customized billing models that are based on subscription and usage metrics can meet the unique demands of various businesses. Offering actionable insights and recommendations at critical decision points enables swift evaluations and necessary adjustments. Through detailed analytics, firms can boost their profitability while simultaneously reducing expenses. The use of real-time reporting and predictive analytics allows for a comprehensive evaluation of profit margins and contributions, which supports cohesive business planning. Effectively managing profitability also requires a thorough analysis of customer experience strategies. By implementing subscription-based revenue models, businesses are able to identify the optimal combinations of products and services that meet customer expectations. In addition, the ability to provide consolidated invoices, manage credit scoring, and resolve disputes efficiently offers a comprehensive perspective on customer interactions. Simplifying the accounting and financial closing processes can significantly enhance operational efficiency. Moreover, integrating financial and management accounting along with profitability data into a unified universal journal can improve transparency and precision across the financial spectrum. These comprehensive strategies collectively empower organizations to operate with greater effectiveness and agility in an increasingly competitive landscape, ultimately driving long-term success.

The SOFTRAX Revenue Management System (RMS) automates the full lifecycle of revenue recognition and revenue management, enabling companies to spend less time managing compliance and more time driving growth. Purpose-built for complex, high-volume environments, SOFTRAX RMS centralizes contract data, applies configurable revenue rules, and ensures accurate, audit-ready revenue outcomes.

ReportMyUP simplifies the entire workflow associated with unclaimed property reporting by providing expert assistance and an intuitive interface that guarantees adherence to all reporting requirements. This innovative platform allows businesses to seamlessly upload their information, swiftly validate records in just a few minutes, and keep track of dormancy deadlines relevant to different states and property types. Furthermore, it automates the generation of due diligence letters, creates NAUPA-compliant reports for all fifty states, and facilitates direct eFiling for over thirty states. The system’s structured workflows elucidate the escheatment procedure, offering customized, step-by-step guidance that complies with each state's laws, thereby supporting teams in maintaining compliance throughout the year. Additionally, ReportMyUP includes extensive property management features, unified tracking, built-in status indicators, a record history of reports, and audit-ready documentation that automatically updates with any regulatory shifts. Users also have the flexibility to import unclaimed property through bulk uploads or manual entries, while benefiting from a consolidated interface that allows them to filter records, edit information, add notes, and keep track of state-specific deadlines and reporting statuses. This thorough approach not only conserves valuable time but also mitigates the possibility of expensive errors during the unclaimed property reporting process. By enhancing organization and efficiency, ReportMyUP ultimately empowers businesses to navigate the complexities of unclaimed property management with confidence.

1099 Pro Cloud is a comprehensive IRS-compliant eFiling platform designed to help businesses manage tax form preparation, reporting, filing, and recipient delivery through one centralized cloud-based solution. The platform supports a wide range of tax forms including 1099-NEC, 1099-MISC, W-2, 1042-S, 1098, 1099-DIV, and more, making it suitable for organizations with diverse reporting requirements. Businesses can automate tax workflows with tools such as bulk and real-time TIN matching, which helps validate recipient information before filing to reduce errors, IRS penalties, B-Notices, and costly correction processes. Users can easily upload data through CSV imports, Excel spreadsheets, or manual entry while the system automatically validates information to ensure filing accuracy and compliance. The software streamlines the entire filing process by allowing organizations to review forms, correct issues, electronically submit filings to the IRS, and distribute recipient copies from one platform. Integrated print and mail services, along with secure eDelivery capabilities, help businesses simplify recipient communications while reducing the operational burden of paper-based processes. 1099 Pro Cloud also assists organizations with managing complex state reporting obligations through support for Combined Federal State Filing programs and direct state filing for forms like 1099-NEC and W-2. Real-time status tracking, reporting dashboards, and compliance monitoring tools provide businesses with visibility into filing progress and submission activity throughout tax season. The platform is built to improve efficiency, accuracy, and scalability for businesses processing large volumes of tax forms while minimizing manual administrative tasks. Organizations can significantly reduce the time required for filing and distribution by automating workflows that traditionally required extensive printing, mailing, and reconciliation efforts.

TINCheck is an advanced tax identification verification and compliance platform powered by Sovos that helps businesses validate taxpayer information, reduce fraud exposure, and maintain regulatory compliance through automated identity verification tools. The platform enables organizations to perform real-time, bulk, and API-driven TIN matching against IRS records and more than 20 global databases to verify customers, vendors, contractors, suppliers, and gig workers with speed and accuracy. Businesses can streamline onboarding workflows while minimizing the risk of IRS penalties, B-Notices, incorrect tax filings, and costly manual corrections caused by inaccurate taxpayer information. TINCheck supports compliance programs such as Know Your Customer (KYC) and Anti-Money Laundering (AML) by screening individuals and entities against sanctions lists, government watchlists, and international regulatory databases. Verification sources include IRS TIN matching records, OFAC sanctions databases, Death Master File records, USPS address validation services, politically exposed persons lists, global sanctions programs, and various U.S. and international compliance databases. Organizations can choose from flexible verification methods including instant real-time checks, large-scale bulk uploads, and seamless API integrations that embed tax ID verification directly into onboarding and vendor management systems. The platform helps businesses improve operational efficiency by automating validation tasks and identifying mismatched records before tax filing or customer setup processes are finalized. Bulk verification capabilities allow organizations to process large datasets quickly and receive detailed validation results within 24 hours, helping reduce administrative workloads and compliance risks.

SAP S/4HANA represents a state-of-the-art ERP solution designed specifically for contemporary businesses, seamlessly integrating artificial intelligence and machine learning to boost its functionality. This innovative system offers flexibility in deployment, whether on-premises, via public or private cloud environments, or through a hybrid approach. With a focus on the future, SAP S/4HANA utilizes intelligent technologies such as AI, machine learning, and advanced analytics to facilitate the transformation of business processes through intelligent automation. Leveraging the capabilities of SAP HANA, a premier in-memory database, it provides exceptional real-time processing abilities alongside a simplified data architecture. Users enjoy the freedom to choose from a wide range of features within SAP S/4HANA, applying cutting-edge technologies and automation to fundamentally change their operational workflows. These features span various business areas, including finance, supply chain management, manufacturing, sales, and distribution, thereby ensuring thorough support for organizations. Furthermore, by adopting SAP S/4HANA, companies can significantly improve their agility and adaptability in a rapidly changing market environment, positioning themselves for sustained success. Ultimately, this platform not only enhances efficiency but also empowers businesses to innovate and thrive in their respective industries.

You can feel confident that you are shielded from any risks related to beverage alcohol compliance. Sovos ShipCompliant effectively addresses compliance challenges faced by shippers, producers, suppliers, and government entities through precise, versatile technology. Their direct-to-consumer compliance solutions, along with three-tier compliance offerings, are designed to help you sidestep potential compliance errors that may result in fines, losses, or unwanted scrutiny. As a trusted partner in the beverage alcohol industry, Sovos ShipCompliant has been at the forefront of creating and refining comprehensive compliance technologies and innovative business solutions aimed at fostering your business growth. Their DtC shipping compliance tools and management systems are invaluable for navigating the ever-evolving landscape of direct-to-consumer shipping regulations while significantly reducing compliance risks. Furthermore, their distribution compliance and management systems simplify intricate go-to-market challenges and enhance the efficiency of three-tier compliance management, ultimately making it easier for businesses to thrive in this complex environment.

Esker’s sophisticated cloud platform, utilizing cutting-edge AI and RPA technology, enables businesses to advance their digital transformation efforts in both procure-to-pay (P2P) and order-to-cash (O2C) processes, creating remarkable links between customers and suppliers. Companies implement Esker’s solutions to realize substantial gains in efficiency, precision, transparency, and cost savings throughout their P2P and O2C functions. The benefits for your organization’s financial outcomes encompass an improved customer experience and enhanced supplier collaboration, a more effective and motivated workforce, increased employee satisfaction leading to better talent retention, as well as enhanced global visibility, scalability, and regulatory compliance. In addition to these advantages, these advancements foster a more robust and flexible business framework, equipping organizations to thrive in a challenging market landscape. Ultimately, embracing Esker’s technologies not only supports immediate operational improvements but also lays the groundwork for sustained future growth.

SAP Business One serves as a powerful ERP solution that can be utilized on-premises, in the cloud, or through SAP HANA, which is known for its state-of-the-art in-memory computing capabilities. This software seamlessly consolidates all vital business functions into one cohesive platform, equipping managers with essential insights that promote quicker and more informed decision-making. Among the key features of SAP Business One are customer relationship management (CRM), inventory oversight, sales management, financial tracking, procurement, detailed reporting, and a variety of other functionalities. This comprehensive and budget-friendly solution is tailored to manage all aspects of your small business, including accounting, finance, purchasing, inventory, sales, customer relations, and analytics. By implementing SAP Business One, you can bolster control over your business operations or specific branches, streamline essential processes, and acquire valuable insights that empower you to base decisions on real-time data, ultimately fostering sustainable and profitable growth for your organization. Furthermore, the platform enables businesses to swiftly adjust to market fluctuations and enhances overall operational efficiency, making it an indispensable tool for navigating today’s dynamic business landscape.

Enhance the customer onboarding experience by swiftly entering their information. Instead of requiring users to manually input their details on mobile apps, Fastfill enables them to take a photograph of their passport, driver's license, or any other government-issued ID, allowing the system to automatically extract and populate their personal information in online forms. Integrating this feature into your mobile application can be accomplished in roughly an hour of development time. It works seamlessly on both iOS and Android devices and is designed to be effective on any smartphone or tablet. Fastfill accommodates identification from 200 countries and regions, making the signup and checkout process faster for mobile users. Customers only need to select their country and ID type, then hold their ID up to their device's camera; the information is quickly captured and filled into the appropriate fields. This cutting-edge solution simplifies the process and significantly improves the overall user experience. By reducing friction during onboarding, businesses can foster customer satisfaction and retention more effectively.

Expand your business operations by embracing cloud technology. Efficiently and seamlessly enhance your SAP solutions without interrupting essential business activities, all while leveraging your existing investments and expertise. Quickly develop reliable and scalable cloud-native applications that meet the demands of the modern market. Use your current knowledge of ABAP to create new extensions or improve existing custom applications. Encourage innovation to boost business agility by adopting cloud-native, low-code, and dynamic event-driven applications. Accelerate outcomes by optimizing intelligent business processes that align with your strategic goals. Investigate, configure, enhance, and fine-tune business processes by integrating experiential data with operational workflows to create a more cohesive environment. Gain valuable insights that help predict business results and uncover new avenues for revenue and growth. Utilize the power of predictive analytics and machine learning to enhance your decision-making capabilities, ensuring your strategies are informed and effective. Implement real-time intelligence within your business applications to stay ahead of the competition. Additionally, refine and customize the user experience for your customers, partners, and employees, making sure their needs and preferences are adequately addressed. This comprehensive strategy not only boosts efficiency but also cultivates a culture focused on continuous improvement and innovation, resulting in a sustainable competitive advantage. As a result, your organization will be well-equipped to adapt to changing market dynamics and seize new opportunities.