Balances and Transactions

Bring your banking portal into your ERP or accounting software

Gain complete visibility into your cash position and transactions.

Technical Ease

Simplified integration

FISPAN’s seamless ERP/accounting software integration removes the need for technical expertise and certificate/connectivity management. We handle the complex API and SFTP connections with your bank, so you can focus on running your business.

Instant Insights

Real-time bank balances

Access your bank account balances in near real-time, directly within your financial management software. Say goodbye to the hassle of logging into bank portals to view your account balances – FISPAN partners with your bank to bring your balances seamlessly into your ERP or accounting software, giving you a centralized view of your cash position.

Effortless cash management with real-time bank balances in your ERP or accounting software

FISPAN streamlines your financial management by offering real-time bank balances directly within your ERP or accounting software. 

Transaction Details

Comprehensive transaction history

View all of your bank transactions right from your ERP. Drill down into the details of every deposit, withdrawal, and transfer, and view images of presented checks.

Bank Reconciliation

Automated bank feeds

FISPAN’s bank feeds automatically import your transaction data into your ERP’s reconciliation module, eliminating manual data entry and ensuring your accounting records are always up-to-date. Say goodbye to tedious, error-prone bank statement exports that require formatting.

Subsidiary management

Built-in subsidiary management

Seamlessly manage multiple entities within your ERP or accounting system. With a centralized view of your cash position and transactions, you can easily track and reconcile finances across all of your business units, subsidiaries, or locations.

Bank Aggregation

Multi-bank reporting

Have accounts with other financial institutions that are not partnered with FISPAN? Leverage your bank’s multi-bank reporting service, allowing you to view all of your balances and transactions across all of your banking relationships in one centralized location.

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Ready to get started?