01
AUTHORISED BANK CONNECTIVITY
Connect Bank
We check Akahu support for your bank and business accounts, agree the required data access, and plan the authorised connection. Data availability and refresh timing are confirmed as part of scoping.
HOW IT WORKS
From bank data
to business automation.
A structured implementation that connects authorised bank data to your systems, your rules and your team.
02
YOUR RECORDS AND SUPPORTED INTERFACES
Connect Existing Systems
Map customer lists, invoices and expected balances from your ERP, finance or industry system. We assess supported interfaces or file exchange, field mapping and permissions for approved updates.
03
YOUR RULES, TESTED WITH YOUR TEAM
Auto-Matching
Match receipts using Particulars, Code and Reference, or the payer’s bank account number when those fields are blank or incorrect. Payer-account matching uses account details available in the bank data and linked customer records. Test the matching and allocation rules, approval thresholds, duplicate handling and exceptions before enabling automated updates.
04
THE RESULTS, INSIDE YOUR WORKFLOW
Daily Reports & Automated Updates
Deliver agreed paid, unpaid and exception reports, and send approved payment status to your systems where supported. Confirm processing schedules, operational alerts and support responsibilities.
Start with a defined integration scope.
Bring your system names, payment workflow and the manual steps you want to remove. We will identify the available connections, expected outcomes and rollout requirements.
FROM FIRST EMAIL TO DELIVERY
A clear process.
Full payment after delivery.
Tell us what you need. We clarify the requirements, quote the work, and start after the contract is signed.
01 Email your requirements
Start by emailing support@nz.begintech.net. Describe your business, existing systems, the workflow you want to automate and the outcome you need.
02 Clarify anything that is unclear
If we need more detail, we will follow up and arrange an online meeting to clarify your requirements.
03 Receive a tailored quote
Once the requirements are clear, we will provide a quote including GST for the proposed work.
04 Sign the contract. Then we start.
We begin work after you sign the contract. The agreed requirements guide the implementation.
05 Receive the completed work
We deliver the agreed solution and hand it over to your team.
06 Pay in full after delivery
You pay the full amount after the work has been delivered.
Know what the project delivers.
Agree the connections, reports, validation criteria and operational handover before work begins.
BUILT AROUND ENTERPRISE REQUIREMENTS
Agree the controls.
Then automate the workflow.
Access and consent
Agree which accounts and records the service can access, and who owns each connection.
Approval boundaries
Define which matches can update records automatically and which need a person to review them.
Reliable processing
Scope duplicate prevention, retries, reconciliation checks and alerts for interrupted data feeds.
Traceable changes
Agree record-level traceability, operational reporting, retention and support responsibilities before rollout.
LET’S MAKE IT SIMPLER
Connect your payments to your business.
Email your requirements to support@nz.begintech.net. We’ll clarify the scope and provide a tailored quote.