Acumatica MyBank Companion App
The Companion App works as an intermediary, bringing together live banking and accounting information to enhance your payables experience within the native Acumatica environment.
Directly Manage Your Payables in the Companion App
Smart Integration
Integrates behind the scenes with your Acumatica account
Direct Payment
Directly pays bills through connected bank accounts via multiple payment rails
Transaction Information
Retrieves balances and transaction information directly from your bank
Real-Time Vendor Profiles Update
Pulls vendor information from your Acumatica in real-time
What You Can Do with the Companion App
Pay Invoices
Pay for open and approved invoices that are pulled in directly from your Acumatica ERP
Select Payment Method
Set your desired payment method for each invoice and select the account to credit from in the Source Account dropdown menu
View Payment Status
Stay up-to-date with your submitted payments via payment statuses on the Payment History page
Set Up Vendor Profiles
Store vendor preferences, such as setting default payment methods and grouping bill payments to reduce transaction fees
Summarize Transaction History
View detailed summaries of your account balances in real time and scale an infinite number of accounts across any currency
Export As CSV
Export your transactions as a CSV, properly formatted to Acumatica for simple account reconciliation
