Integrates behind the scenes with your Acumatica account, bringing together your live banking and accounting data
Directly pays bills through connected bank accounts via multiple payment rails including ACH, EMT, Wire, & Check
Retrieves previous day and intraday balances, along with near real-time transaction information directly from your bank
Pulls vendor information from your Acumatica ERP in real-time, where additional details can be added to vendor profiles at any time
Using our Bill Payments page, pay for open and approved invoices that are pulled in directly from your Acumatica ERP.
Set your desired payment method for each invoice and select the account to credit from in the Source Account dropdown menu.
Review the payment summary before confirming your payment. Then, view your Payment History for regular updates on payment statuses.
Store beneficiary details for multiple payment types for each of your vendors and add further information in Vendor Profiles.
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 your transactions as a CSV, properly formatted to Acumatica for simple account reconciliation.