Direct Banking

Simplify your financial workflows with Direct Banking for Microsoft Dynamics 365 Business Central

Eliminate manual bank reconciliations and streamline your financial processes.

Direct Banking streamlines financial workflows for businesses using Microsoft Dynamics 365 Business Central. With Direct Banking, financial administrators can eliminate manual bank reconciliations and simplify payment processes. Direct Banking integrates seamlessly with Business Central, enabling users to import bank accounts, statements, and transactions directly from Ponto (European bank accounts) or Cobase Bank Connector (European + worldwide bank accounts) with just a few clicks.

Boost productivity and save time by automating manual tasks with Direct Banking

As a financial administrator or controller, manually logging into each business bank account online separately and importing daily statements into Business Central can be a time-consuming and tedious task. Additionally, exporting payments from Business Central and manually logging into the bank to pay them can be both inefficient and frustrating. However, there is a solution that can save you time and improve your workflow: Direct Banking.

Direct Banking integrates Business Central with Ponto or Cobase, allowing you to sync and reconcile your bank accounts in real-time or on a schedule, export payments directly to your bank, and work seamlessly from within Business Central. Say goodbye to manual bank account management and hello to a more streamlined, efficient process.