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TD Embedded Banking Solution 

Connect your financial system to TD Bank

FISPAN and TD have partnered to help you connect your TD banking services directly into your ERP system.

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BANK FEEDS and Accounts Payable

How TD Embedded Banking can benefit your business

TD Embedded Banking helps you reconcile faster and streamline your accounts payable workflows, allowing you to 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 TD Bank to provide a reliable and secure flow of transactions from your bank to your ERP’s reconciliation module.
  • 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.

CASH MANAGEMENT AND REPORTING

More visibility and control

  • Effortlessly track bank balances and transactions—all without the hassle of logging into multiple bank portals.
  • Drill down into the details of every deposit, withdrawal, and transfer, and view images of presented checks.
  • Built-in subsidiary management: easily track and reconcile finances across all of your business units, subsidiaries, or locations.

No more swivel chair accounting

Streamlined payment processes

  • TD Bank’s embedded solution 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 and employee expenses using a variety of payment rails from your bank, including ACH and Check.

Easy and Secure Vendor and expense reimbursement Management

Vendor storage management

  • TD Bank’s solution allows securely storing and managing payment information from within the ERP system, thus avoiding entry errors when paying bills.
  • Simply configure your vendor’s payment details, select the vendor bills you need to pay, and submit the payments, all without leaving your financial management software.

Enhanced user experience

Integrate seamlessly with the most popular ERPs and accounting software

Discover the capabilities of TD Embedded Banking

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

Meet some of our bank partners

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.

TD Embedded Banking’s featured products

TD 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
Remittance advice emails
Provide your vendors and employees with automatic payment notifications for all payments initiated using the plugin.
Learn more
Positive pay
Easily transmit positive pay files to your bank for all checks printed using your ERP.
Learn more
Employee reimbursements
Initiate employee reimbursement payments without leaving your ERP or accounting system.
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
Remittance advice emails
Provide your vendors and employees with automatic payment notifications for all payments initiated using the plugin.
Learn more
Positive pay
Easily transmit positive pay files to your bank for all checks printed using your ERP.
Learn more
Employee reimbursements
Initiate employee reimbursement payments without leaving your ERP or accounting system.
Learn more

Request your demo today

Get an in-depth tour of TD Embedded Banking, tailored just for your business.

Related webinars

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The CPA Micro-Efficiency Playbook: Cut reconciliation time and strengthen client controls with TD Bank and FISPAN

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The Future of Integration: Building systems and financial products that drive innovation and competitiveness

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  • For businesses

Industry Outlook: Current trends and the state of automation, ERP integration, and innovation in banking

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