OPEN BANKING FOR ENTERPRISE FINANCE

Bank data.Built into enterprise finance.

Connect receipts with invoices, customer accounts and entity records. Build a bank-to-business workflow that fits your ERP, finance, CRM and reporting environment.

Discuss This WorkflowSee Integration Options

THE BUSINESS PROBLEM

Less checking.
Fewer disconnected records.

Finance teams often re-enter payment data, update collection notes separately and combine account exports for reporting. These handoffs make it harder to keep invoice status and cash visibility aligned.

CONNECTED WORKFLOW

From receipt to the right record

A customer transfer covers several invoices. The integration proposes allocations under the agreed rules, routes any discrepancy for review, and sends approved updates to the ERP. Where supported, the customer’s collection task is updated with the confirmed status.

THE AUTOMATION

From receipt to action.

  • Match customer receipts to invoices and prepare approved ERP allocations.
  • Update supported collection tasks or payment status in the CRM.
  • Keep partial and ambiguous receipts visible for review.
  • Standardise authorised transaction data for agreed cash and entity reporting.

THE INTENDED OUTCOME

What your team gains

  • Payment records connected to receivables workflows.
  • A shared basis for finance and customer follow-up.
  • Traceable account and entity context in reporting datasets.

A DEFINED PROJECT, NOT A GENERIC TOOL

Scope. Connect. Validate. Deliver.

We agree the system interfaces, mappings, matching rules, approval boundaries and reporting with your team. The quote and contract define what will be delivered. Bank coverage, available data and record updates are checked during scoping.

Understand the project and payment process

QUESTIONS FOR YOUR TEAM

Before we connect.

Can you integrate with our ERP?

We assess its supported interfaces, import formats, access controls and update permissions. We confirm the approach before quoting the implementation.

Can several entities be included?

We scope account-to-entity mappings, separation of records and the reporting requirements. Consolidated reporting must preserve the context needed by your team.

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.

Email Your Requirements