Key Features

Smart Integration
to ERP

Integrates behind the scenes with your Acumatica account, bringing together your live banking and accounting data

Direct Payment
Connectivity

Directly pays bills through connected bank accounts via multiple payment rails including ACH, EMT, Wire, & Check

Real-Time Transaction Information

Retrieves previous day and intraday balances, along with near real-time transaction information directly from your bank

Automatic Vendor Profiles Generation

Pulls vendor information from your Acumatica ERP in real-time, where additional details can be added to vendor profiles at any time

How It Works

Pay Invoices

Using our Bill Payments page, 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 debit in the Source Account dropdown menu

View Payment Status

Review the payment summary before confirming your payment. Then, view your Payment History for regular updates on payment statuses

Set Up Vendor Profiles

Store beneficiary details for multiple payment types for each of your vendors and add further information in Vendor Profiles

Summarize Transaction History

Under Accounts and Transactions, 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

Find out how your organization can benefit
from the Acumatica MyBank Companion App.