Customers Bank’s Embedded Banking Solution

Connect your ERP system to Customers Bank

FISPAN and Customers Bank have teamed up to bring your Customers Bank’s banking services directly into your ERP system.

BANK FEEDS and Accounts Payable

How Customers Bank Connect can benefit your business

Customers Bank Connect helps streamline your accounts payable workflows, so you can spend less time on repetitive tasks and more time focusing on what matters most to your business.

Direct bank feeds

Simplify reconciliation with automatic bank transaction imports.

Embedded banking solution

Integrate your bank’s portal directly into financial system.

Bank transaction visibility

Access reliable daily transaction data within your ERP.

Automated payment workflow

Save time by automating payment uploads into your ERP.

Secure transaction flow

Bank feeds you can trust

  • FISPAN partners directly with Customers Bank to provide a reliable and secure flow of transactions from your bank to your ERP.
  • Say goodbye to the hassle of bank statement exports and imports, and forget about unreliable third-party connections.
  • With just a few simple setup steps, your business can start reaping the benefits of direct bank feeds.

No more swivel chair accounting

Streamlined payment processes

  • Customers Bank Connect automates payable workflows, eliminating the need for cumbersome file uploads.
  • Its mixed payment file capability simplifies and centralizes various payment methods within your AP processes.
  • Pay your bills using a variety of payment methods from your bank, including ACH and Wire.

Easy and Secure Vendor Management

Vendor storage management

  • Customers Bank’s solution enables you to securely store and manage payment information directly within your ERP system, reducing the risk of entry errors when paying bills.
  • Simply configure your vendor’s payment details, select the bills you need to pay, and submit the payments—all without leaving your financial management software.

CASH MANAGEMENT AND REPORTING

More visibility and control

  • View all of your prior day bank transactions directly within your ERP.
  • Effortlessly track bank balances and prior day transactions—all without the hassle of logging in to multiple bank portals.
  • Drill down into the details of every deposit, withdrawal, and transfer.

ERP AND accounting SOFTWARE INTEGRATIONS

Integrate with the most popular ERPs and accounting software

Discover the capabilities of Customers Bank Connect

Bring a new level of automation to your banking activities inside your ERP. See what Customers Bank’s solution can do to boost your team’s efficiency:

Streamlined onboarding, hands-off maintenance and trusted data

 

Fast onboarding

Get connected and automate payments in under 30 minutes.

 

Zero maintenance

We handle API management, monitoring, and updates for you.

 

Accurate Books

Integrate trusted bank data into your ERP—no more screen scraping.

 

No more file uploads

Eliminate manual data entry and file-based processes.

 

Stronger security

Easily manage component-level access within your ERP.

 

Subsidiary Management

Streamline multiple entity management in your ERP.

Customers Bank Connect’s featured products

Customers Bank offers a suite of products that streamline accounting processes.

Bank feeds
Get rid of unreliable screen-scraping solutions and balance your books more easily with data you can trust.
Learn more
Vendor payments
Initiate vendor payments directly from your ERP, eliminating the need to manually upload files or sign in to your bank account.
Learn more
Balances and transactions
Source data directly from your bank account and integrate it seamlessly into your ERP.
Learn more
Positive pay
Easily transmit positive pay files to your bank for all checks printed using your ERP.
Learn more
Bank feeds
Get rid of unreliable screen-scraping solutions and balance your books more easily with data you can trust.
Learn more
Vendor payments
Initiate vendor payments directly from your ERP, eliminating the need to manually upload files or sign in to your bank account.
Learn more
Balances and transactions
Source data directly from your bank account and integrate it seamlessly into your ERP.
Learn more
Positive pay
Easily transmit positive pay files to your bank for all checks printed using your ERP.
Learn more

Request your demo today

Get an in-depth tour of Customers Bank Connect, tailored just for your business.