Best EDI ERP Software Shortlist
Here’s my shortlist of the best EDI ERP software:
Our one-on-one guidance will help you find the perfect fit.
EDI ERP software enables companies to exchange business documents like invoices, POs, and shipment details securely and automatically between systems using standardized formats. For CFOs, this can help streamline purchase orders, manage compliance and business data entry, and increase visibility into transactions across high-volume partner networks and global supply chains.
With a background in financial operations and enterprise systems, I’ve spent countless hours testing tools to help businesses modernize data exchange and streamline backend workflows. As a result, I know how difficult it can be to balance financial accuracy, partner expectations, and regulatory requirements.
That’s why I built this list. After evaluating dozens of tools through hands-on trials and real-world finance use cases, I narrowed it down to the most effective EDI ERP platforms available. These solutions are built to support growth, boost operational accuracy, and keep your business connected where it counts.
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Best EDI ERP Software Summary
This comparison chart summarizes pricing details for my top EDI ERP software selections to help you find the best one for your budget and business needs.
Tool | Best For | Trial Info | Price | ||
---|---|---|---|---|---|
1 | Best for global reach | Free demo available | From $180/user/month | Website | |
2 | Best for manufacturing industries | Free demo available | Pricing upon request | Website | |
3 | Best for supply chain focus | Free demo available | Pricing upon request | Website | |
4 | Best for small to mid-sized businesses | 30-day free trial | From $40/user/month | Website | |
5 | Best for integration capabilities | Free demo available | Pricing upon request | Website | |
6 | Best for easy customization | Free demo available | Pricing upon request | Website | |
7 | Best for scalability | 90-day free trial | From $3,200/user for a perpetual license | Website | |
8 | Best for manufacturing efficiency | Not available | Pricing upon request | Website | |
9 | Best for asset management | Free demo available | Pricing upon request | Website | |
10 | Best for food and beverage industries | Free demo available | Pricing available upon request | Website |
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LiveFlow
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9 -
Float Financial
Visit Website -
Vena
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.5
Best EDI ERP Software Review
Below are my detailed summaries of the best EDI ERP software that made it onto my shortlist. My reviews offer an in-depth look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Microsoft Dynamics 365 is an AI-driven EDI ERP software designed for organizations of all sizes. It integrates key business applications such as finance, sales, and supply chain management to enhance operational efficiency and collaboration.
Why I picked Microsoft Dynamics 365: Microsoft Dynamics 365 seamlessly combines advanced enterprise resource planning with native electronic data interchange (EDI) capabilities across a unified cloud platform that scales globally. For businesses managing multinational operations, it offers localized compliance features, multi-currency and multi-language support, and deep integrations with global supply chains. This helps to ensure standardized, automated data exchange with business partners, suppliers, and regulatory bodies worldwide.
Standout features & integrations:
Features include financial reporting and analytics tools that provide real-time visibility into cash flow, budget variances, and global financial performance. It also supports automated invoicing, streamlined accounts payable/receivable workflows, and integrated compliance management for multi-entity operations.
Integrations include Microsoft Office 365, LinkedIn, Power BI, Azure, Outlook, SharePoint, Teams, OneDrive, and Yammer.
Pros and cons
Pros:
- Scalable for global operations
- AI-driven features
- Supports varied business applications
Cons:
- Complex setup process
- Learning curve for new users
Infor is a detailed ERP solution designed primarily for manufacturing industries. It supports key business system functions such as production planning, procurement, and inventory management, catering to medium to large-sized enterprises.
Why I picked Infor: Infor offers deep vertical integration and strong electronic data interchange (EDI) capabilities tailored to complex supply chains. Specifically designed for manufacturers, its CloudSuite Industrial and LN platforms provide industry-specific functionalities such as production scheduling, quality management, and shop floor automation, seamlessly integrated with EDI to streamline B2B communication. For a CFO, this means improved operational efficiency, reduced manual errors, and faster order-to-cash cycle.
Standout features & integrations:
Features include consolidated financial reporting across multi-entity structures, strong cost accounting capabilities, and integrated compliance tracking. Plus, its real-time visibility into cash flow, inventory valuation, and procurement spend helps financial leaders make more informed strategic decisions.
Integrations include Salesforce, Microsoft Office 365, AWS, IBM, Oracle, SAP, and Google Workspace.
Pros and cons
Pros:
- Real-time data insights
- Multi-site support
- User-friendly interface
Cons:
- Limited customization options
- Long implementation times
Epicor is an ERP solution tailored for manufacturing and distribution industries, offering specialized tools for supply chain management and resource planning. It primarily serves mid-sized to large businesses, enhancing their production, inventory, and order management processes.
Why I picked Epicor: Epicor provides deeply integrated, end-to-end capabilities that optimize visibility, compliance, and automation across global supply networks. With advanced EDI tools embedded directly into its ERP infrastructure, the software ensures seamless communication between suppliers, manufacturers, and distributors, minimizing manual processes and data entry errors. This leads to faster order processing, reduced operational costs, improved cash flow, and greater agility in demand forecasting.
Standout features & integrations:
Features include margin tracking across supply chain nodes, multi-entity financial consolidation, and automated cost allocation tied directly to procurement and logistics activities. Additionally, built-in audit trails and compliance controls support regulatory alignment and reduce the burden of manual financial oversight
Integrations include Microsoft Office 365, Salesforce, AWS, Oracle, SAP, Google Workspace, Adobe, IBM, and Azure.
Pros and cons
Pros:
- Effective demand forecasting
- Real-time operational insights
- Supports mid to large businesses
Cons:
- Complex initial setup
- Requires training for new users
Cetec is a cloud-based ERP solution designed for small to mid-sized manufacturers, offering tools for managing production, inventory, and quality control. It helps businesses streamline their operations and improve efficiency by centralizing key business functions.
Why I picked Cetec: Cetec delivers powerful EDI and ERP features without the larger price tag or complexity of big-name systems. If you’re looking to streamline operations and keep costs under control, Cetec offers built-in EDI tools alongside inventory, production, and financial management. That means no need for extra software or clunky integrations. Everything works together seamlessly, making it easier to stay compliant, reduce errors, and get real-time visibility into cash flow and supply chain performance.
Standout features & integrations:
Features include audit trails and transaction logs that help finance teams maintain transparency and ensure compliance during audits. Its role-based access controls allow you to manage data security across departments, while automated invoicing and payment tracking streamline cash flow management.
Integrations include QuickBooks, Salesforce, Microsoft Dynamics, SAP, Oracle, Shopify, Fishbowl, Infor, and Sage.
Pros and cons
Pros:
- Cost-effective for small businesses
- Supports production scheduling
- Effective inventory management
Cons:
- Limited scalability for larger enterprises
- Requires some technical knowledge
Cleo provides an EDI software platform designed for industries like logistics, manufacturing, and wholesale, focusing on automation and integration. It serves mid-sized to large enterprises, enabling efficient trading partner onboarding and back-office integration.
Why I picked Cleo: Cleo’s strength lies in its integration capabilities, offering API and EDI automation that facilitates seamless connections with trading partners. Through Cleo Integration Cloud, you can connect different ERP systems, trading partners, and SaaS applications in real time, ensuring consistent data flow and minimizing revenue leakage or compliance risks. This end-to-end visibility into transaction volume, performance analytics, and proactive alerting empowers finance leaders to make faster, more informed decisions with fewer disruptions and lower operational costs.
Standout features & integrations:
Features include trading partner onboarding, which streamlines connections with partners. Cleo also offers managed services to ensure that your operations run smoothly without interruptions, and real-time visibility, helping you monitor business processes effectively.
Integrations include Acumatica, Microsoft Dynamics, SAP, Oracle, Salesforce, JD Edwards, QuickBooks, Sage, and Infor.
Pros and cons
Pros:
- Real-time process visibility
- Self-service management tools
- Managed services for onboarding
Cons:
- May be costly for small businesses
- Limited customization options
Codeless Platforms provides an EDI ERP integration solution designed for businesses seeking to automate processes without complex coding. Its main user base includes small to medium-sized enterprises looking to enhance operational efficiency and reduce manual tasks.
Why I picked Codeless Platforms: Codeless Platforms lets finance teams automate and tailor EDI and ERP workflows without needing to write code. That means you don’t have to rely heavily on IT to adapt processes, whether it's syncing data, customizing EDI transactions, or meeting new reporting needs. Additionally, its drag-and-drop interface makes it simple to build exactly what your team needs, helping you stay agile and compliant while keeping control over your systems and operations.
Standout features & integrations:
Features include pre-built templates help you implement industry-specific solutions quickly. The platform also offers real-time monitoring, allowing you to track processes effectively.
Integrations include Microsoft Dynamics, SAP, Salesforce, Oracle, QuickBooks, Sage, Infor, Shopify, and WooCommerce.
Pros and cons
Pros:
- Pre-built industry templates
- Flexible process adaptation
- Accessible to non-technical users
Cons:
- Limited scalability for large enterprises
- Initial setup complexity
SAP offers a ton of ERP solutions designed to cater to enterprises of all sizes, most with a focus on scalability and integration of business processes. It serves industries like manufacturing, retail, and finance, helping them manage operations, human resources, and financials efficiently.
Why I picked SAP: SAP makes scaling feel effortless thanks to its flexible, enterprise-level architecture that can grow with your business, across teams, regions, and partners. Its built-in support for EDI, through tools like SAP Business Network and Integration Suite, means you can handle high volumes of data exchange smoothly and securely. Whether you're bringing on new vendors, expanding globally, or staying ahead of changing regulations, SAP gives you the speed, structure, and control to scale operations confidently without missing a beat.
Standout features & integrations:
Features include advanced analytics, which help you gain insights into business operations. The software also supports global operations, making it ideal for businesses with international reach.
Integrations include Salesforce, Microsoft Office 365, Amazon Web Services, Google Cloud, Oracle, IBM, Adobe, Slack, ServiceNow, and Dropbox.
Pros and cons
Pros:
- Advanced analytics capabilities
- Supports global operations
- Ideal for various industries
Cons:
- Complex implementation process
- Limited flexibility for rapid changes
Global Shop Solutions is an ERP software tailored for manufacturing companies, focusing on enhancing efficiency in production, inventory, and quality control. It serves mid-sized to large manufacturers, helping them optimize operations and reduce costs.
Why I picked Global Shop Solutions: Global Shop Solutions’ EDI and ERP integration helps manufacturing businesses streamline the entire order-to-cash process, while also improving margins and reducing operational friction. With real-time data exchange with suppliers and customers, you can avoid manual data errors, chargebacks, and costly production delays. This allows for faster decision-making and tighter control over production and procurement cycles.
Standout features & integrations:
Features include real-time inventory management, which helps you keep track of stock levels accurately. The platform also offers detailed scheduling tools, aiding in timely production and delivery.
Integrations include QuickBooks, Salesforce, Microsoft Dynamics, SAP, Oracle, Sage, Fishbowl, Shopify, and Infor.
Pros and cons
Pros:
- Comprehensive scheduling tools
- Detailed reporting capabilities
- Customizable to fit manufacturing needs
Cons:
- Requires technical knowledge
- Higher cost for smaller firms
IFS is an ERP software solution designed for industries like aerospace, defense, and manufacturing, focusing on asset management and service delivery. It primarily serves large enterprises, helping them optimize operations and manage complex asset lifecycles.
Why I picked IFS: IFS offers deep asset lifecycle management capabilities tightly aligned with operational data flows, financial controls, and supply chain integrations. However, its real value lies in how IFS enables predictive maintenance, real-time asset health tracking, and total cost of ownership analysis, each supported by seamless electronic data interchange (EDI) between departments and external partners. This integration reduces downtime, enhances asset utilization, and provides precise capital expenditure insights.
Standout features & integrations:
Features include lifecycle tracking, which helps you manage assets from acquisition to disposal. The platform also offers real-time data insights, providing valuable information for decision-making.
Integrations include Microsoft Azure, Salesforce, SAP, Oracle, IBM, Google Cloud, Amazon Web Services, Infor, JD Edwards, and QuickBooks.
Pros and cons
Pros:
- Comprehensive service management tools
- Customizable workflows
- Supports complex asset lifecycles
Cons:
- Complex implementation process
- Learning curve for new users
Aptean is an ERP software solution tailored for the food and beverage industry, offering tools for managing quality control, compliance, and supply chain operations. It caters to small and mid-sized businesses, helping them streamline production and distribution processes.
Why I picked Aptean: Aptean is designed specifically for the unique challenges of the food and beverage industry, where regulation and perishability are constant concerns. Its powerful EDI tools make it easy to connect with trading partners, cutting down on manual data entry and speeding up key processes like order-to-cash and procure-to-pay. On top of that, Aptean gives teams the tools they need to track products end-to-end, stay on top of compliance, and monitor inventory and production in real time, helping reduce risk and ensure they meet FDA, USDA, and global food safety standards.
Standout features & integrations:
Features include end-to-end product traceability, enabling risk mitigation and faster response to recalls or compliance audits. Plus, its advanced batch processing optimizes inventory turnover and reduces waste, directly impacting cost of goods sold and working capital.
Integrations include Microsoft Dynamics, SAP, QuickBooks, Salesforce, Oracle, JD Edwards, Infor, Sage, and IBM.
Pros and cons
Pros:
- Supports batch processing
- Scalable for business growth
- Ensures regulatory compliance
Cons:
- Initial setup complexity
- Requires industry-specific knowledge
Other EDI ERP Software
Here are some additional EDI ERP software options that didn’t make it onto my shortlist, but are still worth checking out:
- DELMIAWorks
For manufacturing processes
- Sage Intaact
For financial management
- Acumatica
For digital teams
- Oracle NetSuite
For cloud-based operations
- Jitterbit
For easy data integration
EDI ERP Software Selection Criteria
When selecting the best EDI ERP software to include in this list, I considered common buyer needs and pain points like integration complexity and scalability. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Manage inventory and order processing
- Automate data exchange between systems
- Support financial reporting and accounting
- Facilitate supply chain management
- Provide real-time data analytics
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Advanced customization options
- Industry-specific templates
- AI-driven analytics tools
- Mobile accessibility
- Built-in compliance management
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface
- Simple navigation
- Clear and concise instructions
- Minimal training required
- Responsive design
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to webinars and tutorials
- Availability of templates for quick setup
- Supportive chatbots for guidance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multiple support channels
- Access to a knowledge base
- Prompt response times
- Personalized assistance
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Flexible pricing plans
- Cost-effectiveness for features offered
- Discounts for long-term commitments
- Transparent pricing structure
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Feedback on ease of use
- Comments on feature effectiveness
- Reports on customer support experiences
- Insights on integration capabilities
How to Choose EDI ERP Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
Factor | What to Consider |
Scalability | Can the software grow with your business? Look for solutions that handle increased data volume and user count without performance issues. |
Integrations | Does it connect with your current systems? Ensure compatibility with your existing tools to avoid data silos. |
Customizability | Can you tailor it to fit your needs? Evaluate the ability to modify workflows and interfaces to match your processes. |
Ease of Use | Is it user-friendly for your team? Seek intuitive interfaces and straightforward navigation to minimize training time. |
Implementation and Onboarding | How long will it take to get started? Assess the time and resources needed for setup, including available training and support. |
Cost | Does it fit your budget? Compare the pricing plans and consider total cost of ownership, including hidden fees. |
Security Safeguards | How secure is your data? Check for compliance with industry standards and strong data protection measures. |
Support Availability | What support options are available? Look for 24/7 assistance, multiple contact methods, and a comprehensive knowledge base to assist your team. |
What Is EDI ERP Software?
EDI ERP software is a tool that integrates electronic data interchange capabilities with enterprise resource planning systems to automate and manage business processes. These tools are generally used by supply chain managers, financial officers, and IT professionals to enhance efficiency and data accuracy.
Most EDI ERP software include key features, such as inventory management, order processing, and real-time analytics, to offer support for optimizing operations and improving decision-making. Overall, these tools help businesses save time, reduce errors, and improve collaboration across departments.
Features of EDI ERP Software
When selecting EDI ERP software, keep an eye out for the following key features:
- Inventory Management: Tracks stock levels and movements to prevent overstocking and shortages.
- Order Processing: Automates order entry and tracking to speed up fulfillment and reduce errors.
- Real-Time Analytics: Provides up-to-date insights into business operations to support informed decision-making.
- Customization Options: Allows tailoring of workflows and interfaces to fit specific business needs.
- Integration Capabilities: Connects with existing systems to ensure smooth data flow and eliminate silos.
- Scalability: Supports business growth by handling increased data volume and user count without performance issues.
- Security Safeguards: Protects sensitive data with robust security measures and compliance with industry standards.
- Maintenance Scheduling: Ensures regular servicing of assets to minimize downtime and extend lifespan.
- Training Resources: Offers videos, tutorials, and product tours to facilitate quick onboarding and user adoption.
Benefits of EDI ERP Software
Implementing EDI ERP software provides several benefits for your team and your business. Here are a few you can look forward to:
- Increased Efficiency: Automates repetitive tasks like order processing, saving time and reducing human error.
- Better Decision-Making: Real-time analytics provide insights into operations, helping you make informed choices.
- Improved Collaboration: Integration capabilities ensure data flows smoothly between departments, enhancing teamwork.
- Scalability: Supports business growth by adapting to increased data and user demands without system changes.
- Cost Savings: Optimizes inventory management and reduces waste, positively impacting your bottom line.
- Enhanced Security: Protects sensitive information with strong security measures and compliance with industry standards.
Costs and Pricing of EDI ERP Software
Selecting EDI ERP software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in EDI ERP software solutions:
Plan Comparison Table for EDI ERP Software
Plan Type | Average Price | Common Features |
Free Plan | $0 | Basic data exchange, limited user support, and minimal customization. |
Personal Plan | $10-$30/user/month | Basic inventory management, order processing, and limited real-time analytics. |
Business Plan | $50-$100/user/month | Advanced inventory management, full order processing, real-time analytics, and integration capabilities. |
Enterprise Plan | $150-$300/user/month | Comprehensive customization options, advanced security features, full integration support, and extensive reporting and analytics capabilities. |
EDI ERP Software FAQs
Here are some answers to common questions about EDI ERP software:
What is EDI with ERP?
EDI solutions with ERP refers to the integration of Electronic Data Interchange with Enterprise Resource Planning systems. This integration helps automate workflows by eliminating manual data entry, reducing errors, and enhancing operational efficiency. It’s essential for businesses looking to streamline operations and improve accuracy.
What are the three types of EDI?
The three types of EDI services are: Direct EDI, Value-added Network (VAN), and Web-Based EDI. Direct EDI connects computers directly between organizations, VAN uses a third-party network provider, and Web-Based EDI involves using internet-based platforms for data exchange, offering flexibility and accessibility.
What are EDI guidelines?
EDI guidelines are standards allowing businesses to exchange electronic documents. These predefined formats ensure consistency and interoperability between different systems and trading partners, automating logistics and supply chain management. Adhering to these EDI standards is crucial for seamless data exchange.
Why is EDI important for businesses?
EDI integration is important for businesses because it automates data exchange, reduces manual errors, and speeds up transaction times. It enhances operational efficiency and improves relationships with trading partners by ensuring accurate and timely information flow, which is essential for competitive advantage.
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