Open banking
connect your ERP to the banks, read and reconcile bank accounts in an automated way, integrating data directly from the banks themselves, in Microsoft Dynamics 365 Business Central
Do you want to connect your Company’s bank accounts in Business Central via the open banking (OBN) app, using banking APIs to automatically update balances and download bank transactions?
Would you like to enrich and reconcile bank transactions in Business Central with advanced categorizations from Fabrick and reduce logins to open banking systems to once every six months?
Features
The Open Banking (OBN) app by Eos Solutions allows you to connect the company management system to banks via web api, then read and reconcile bank transactions in an automated way, integrating data directly from banks, reducing logins and facilitating operations such as transfers and bank statement printings
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Here is the workflow
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Through the Open Banking Setup (OBN) page, it is possible to carry out the Onboarding operation and enable the connection with the company's bank accounts.
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You can set up offset G/L accounts to assign to bank transactions, based on the attributes associated with them. In fact, it is possible to associate a counter entry to each combination of attributes, which will be automatically used in the recording of the accounting transaction.
Try now Open banking and connect your ERP to the banks, read and reconcile bank accounts in an automated way, integrating data directly from the banks themselves, in Microsoft Dynamics 365 Business Central