Do you want to simplify your banking processes? Direct Banking automatically synchronizes your bank accounts with Microsoft Dynamics 365 Business Central. This means your incoming and outgoing transaction processes work in an integrated way. No more downloading files. No manual uploads. No hassle.
You can already manage your banking within Business Central, but this involves manually importing and exporting files between your online bank account and your Business Central environment. Direct Banking is an extension that automates your bank statement imports so your current balance and transactions are visible in Business Central. It also exports your payment orders directly from your Telebanking module to the Ponto financial platform, where you can safely and easily execute your payments.
Direct Banking is developed in cooperation with Ponto (Isabel Group) and fully complies with the Payment Services Directive 2 (PSD2) legislation and regulations. You can use Direct Banking knowing this app meets the European requirements and takes all the right safety measures. The connections between Business Central and the banks are synchronized continuously.
With the new open banking structure and PSD2 legislation in the EU, more banking services will be digitized in the future. Where applicable, such new services and features will be implemented within Direct Banking at an acceptable cost and low risk. Check out which banks are linked to the Ponto platform here.