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Direct system integration
Use your software’s supported interfaces to retrieve source records and return approved allocations or payment status. We check access permissions, field mappings and update rules first.
ENTERPRISE SYSTEM INTEGRATION
Your systems.One connected payment workflow.
Keep the systems your business relies on. Connect authorised bank data to the records, rules and actions that already drive your operations.
THE CONNECTION THAT MATTERS
From a bank receipt
to a useful business update.
A bank feed alone does not resolve an invoice, renew a membership or update a tenancy balance. We design the steps between the transaction and your operational records, including what should happen when a match needs review.
MAKE EVERY HANDOFF EXPLICIT
What the integration connects.
| Source information | Business rule | Intended update |
|---|---|---|
| Bank receipt, payment details and payer account number | Match to customer using Particulars, Code or Reference, or a linked payer account; apply invoice allocation rules | Approved receipt allocation in finance |
| Expected balance and received amount | Identify settled, partial or unpaid records | Payment status and follow-up task |
| Account and entity identifiers | Retain the correct reporting context | Cash and transaction reporting dataset |
| Uncertain match or failed delivery | Hold the update and route for review | An exception for the responsible team |
BEFORE IMPLEMENTATION
Agree the boundaries.
Then connect the workflow.
Access and responsibility
Identify account owners, source systems, required permissions and who approves operational changes. You retain control of the business decisions the integration supports.
Data and timing
Check the available accounts, transaction fields and refresh behaviour through Akahu. Processing schedules are agreed around actual provider and system capabilities.
Validation and exceptions
Test representative records, duplicate handling, retry behaviour and uncertain matches before enabling approved updates.
Delivery and handover
Agree the implementation scope, validation criteria, operational instructions and any ongoing support responsibilities in the project documents.
The integration approach is selected for your systems, supported interfaces and update permissions.
INTEGRATION QUESTIONS
Start with what you already use.
What if Particulars, Code or Reference is missing or incorrect?
BeginTech can match a payment to the correct customer using the payer’s bank account number, even when Particulars, Code or Reference is blank or incorrect. This uses payer account details available in the bank data and the account links in your customer records. Agreed amount and allocation rules then connect the receipt to the appropriate invoice or balance.
Can you work with a legacy system?
We assess its supported export and import options. If a direct connection is unavailable, scheduled data exchange may be appropriate. We confirm feasibility before quoting.
Will data updates happen in real time?
Refresh timing depends on the bank, connectivity provider and your destination system. We agree the processing schedule after checking those capabilities.
Do we have to replace our ERP or finance software?
The goal is to connect your existing environment. We identify the supported interfaces and confirm which steps can be automated within them.
LET’S SCOPE YOUR PROJECT
Bring us the manual work.
Let’s design the connection.
Email your requirements. We clarify the scope, provide a quote and begin after the contract is signed. Full payment follows delivery.