Integration
Less manual work at month-end.
Bank, card and payment data brought into your ERP automatically, with matching rules that leave your team only the exceptions.
Finance and banking
Typical flows
Bank and card feeds
Transactions imported on a schedule, in the format your ERP expects.
Reconciliation
Matching rules for deposits, payouts and fees, with exceptions flagged.
Accounts payable
Bills and approvals captured and posted without retyping.
Finance and banking
Common systems
- Banks and card providers
- Expense and AP tools
- NetSuite and other ERPs