Ideas for Acumatica

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Cash Management and Online Banking Integration

More and more banks are offering online banking solutions that are integrated with products like quickbooks and netsuite.  In order to be competitive, we need to be able to offer clients the ability to transmit payments electronically to banks directly within Acumatica without the need to generate an export file.  This integration should also support the ability electronically validate and clear banking transactions without the need to import a file into Acumatica.  The communication should be made electronically between the systems and not through some "sneaker net" process.  

  • Guest
  • Jul 23 2019
  • Future consideration
  • Attach files
  • Art Ardolino commented
    26 Jan 13:57

    Super Exciting News:

    We now have a bank feeds integration (Acumatica Embedded Solution) which we will be announcing at Summit 2020 as an AcuSync solution on the Acumatica Marketplace. 

    The bank feed integration will support over 14,000 financial institutions and is integrated with the new corporate credit card feature of 2019R2.

    Users will now be able to link their bank accounts and credit card accounts to Acumatica, automatically import bank statements/transactions, and automatically create expense receipts for corporate credit card transactions so users can simply attach their receipts instead of having to hand-enter expense data when they use their corporate credit card.

     

     Available now / setup in a few hours:

    All for a $1.00 a day per account. and $1.00 a day for 5 CC

     

    See more at 

    https://www.acusync.io/bank-feeds-expenses

     

    If you would like more information on the re-sellers’ program for AcuSync or any of our connectors please reach out to hello@acusync.io