Magic Software
Order-to-Cash Automation

Order arrives. Invoice goes out. No one touches it in between.

Most O2C problems aren't process problems — they're integration problems. The order comes in from a storefront, EDI partner, or sales rep, and someone manually keys it into the ERP. Then someone manually generates the invoice. Then someone manually matches the payment. Magic xpi connects every step — order capture, ERP entry, fulfillment, invoicing, and cash application — so the cycle completes without manual handoffs.

100%

Automated Invoice Processing (STL)

45 min

Saved Per Order (Kinetico)

50%

Less Reprocessing (Ajinomoto)

Zero

Manual Order Entry from Amazon

Why Companies Pick Us

Not a workflow tool. A certified ERP integration specialist.

Generic workflow automation tools can route approvals and send emails. They can't natively write a JDE business function call, enforce an SAP credit hold, or handle an Epicor pricing lookup. Those are ERP problems, and they require ERP-certified integration. That's what we do.

Certified ERP Connectors at Every Step

The O2C cycle touches the order management, inventory, AR, and invoicing modules of your ERP. Magic xpi ships with certified connectors to SAP, JDE, Epicor, Dynamics, and SYSPRO — built to handle the real data structures those systems use, not generic API wrappers.

Business Logic, Not Just Data Movement

Real O2C automation isn't moving records from A to B. It means credit-hold enforcement before the order lands in the ERP, pricing validation against the customer's contract, back-order logic when stock is short, and exception queues when something needs a human. We build that in.

Every Order Channel, One Flow

EDI 850s, Shopify orders, Salesforce opportunities, and marketplace orders all need to reach the same ERP. Magic xpi normalizes them through a single integration architecture — one set of business rules, one exception queue, one audit trail, regardless of how the order arrives.

The O2C Stack

From order capture to cash application. One connected flow.

Every step in the O2C cycle is an integration event. Magic xpi handles all of them — with business logic at each step, exception handling when something needs attention, and a complete audit trail for finance and compliance.

The automated O2C flow

  • 1Order arrives via storefront, EDI, CRM opportunity, or marketplace
  • 2Magic xpi validates — credit hold, pricing, inventory availability
  • 3Order lands in the ERP: SAP, JDE, Epicor, Dynamics, or SYSPRO
  • 4Fulfillment triggered to WMS or warehouse with pick/pack details
  • 5ASN sent to trading partner if EDI is required
  • 6Invoice generated in the ERP and transmitted electronically
  • 7Payment matched and AR updated — remittance advice reconciled

Systems we connect

Shopify / Kyklo / SFCC

Storefront

Magic EDI Services

EDI / B2B

Salesforce CRM

CRM

Amazon FBA / Marketplaces

Marketplace

Oracle JD Edwards

ERP

SAP S/4HANA & ECC

ERP

Microsoft Dynamics 365

ERP

Epicor Kinetic

ERP

SYSPRO

ERP

WMS / 3PL

Fulfillment

Accounts Receivable / Finance

Finance

Payment Processors

Payment

Four Use Cases We See Every Week

What companies actually hire us to do.

CRM Opportunity → ERP Order, Automated

Challenge

A sales rep closes a deal in Salesforce. Someone spends 45 minutes manually re-entering the opportunity as a JDE sales order. That's $100K of annual time on one process alone, plus the errors that come with re-keying.

Solution

Magic xpi maps the Salesforce opportunity directly to the ERP, with pricing validation, customer record matching, and credit-hold logic built into the flow. Close the deal in CRM, it's in the ERP before the rep puts down the phone.

Proof: Kinetico — 45-minute Salesforce → JDE order process, fully automated

Read Story

EDI Order Processing + ERP Integration

Challenge

EDI purchase orders arrive and land in a separate system. Someone reviews them, maps them, and manually enters them into the ERP. Every EDI partner is a slightly different process.

Solution

Magic EDI Services and Magic xpi form an end-to-end pipeline. 850s land, get validated, and enter the ERP automatically. ASNs and 810s go back out without manual intervention.

Proof: One integration layer for all trading partners — not per-partner manual work.

100% Electronic Invoice Processing

Challenge

Invoices are generated in the ERP and emailed as PDFs. Customers re-key them. Accounts payable on both sides is a manual reconciliation exercise. Payment delays are the norm.

Solution

Magic xpi generates and transmits invoices electronically through Magic EDI Services or direct API, with cross-document validation so the invoice always matches the PO. 100% electronic, zero PDF emails.

Proof: STL — 100% of invoices processed automatically, substantial time and cost reduction

Multichannel Order Consolidation

Challenge

Orders come in from Shopify, Amazon FBA, a B2B portal, and EDI trading partners — each with its own workflow, each handled by a different person, each hitting the ERP differently.

Solution

Magic xpi normalizes all order sources through a single integration layer. Every channel feeds the same ERP order management flow, with the same business rules, the same exception handling, and one consolidated reporting view.

Proof: VB Cosmetics — Amazon FBA, Shopify, and SYSPRO unified, zero manual order entry

Read Story
O2C Success Stories

Production O2C automation, running at scale.

These aren't slide-ware. On a discovery call, ask us to put you on the phone with one of them.

Order in. Invoice out. Cash applied. No manual steps.

Bring your O2C problem — the CRM-to-ERP gap that burns hours every week, the EDI pipeline that still requires manual reconciliation, the invoice process that lives in someone's inbox. We'll scope it live.