Direct Banking, simplifying banking

Seamless banking integration and synchronisation in Business Central Gain direct and secure access within Microsoft Dynamics 365 Business Central to your bank accounts. Besides retrieving transactions and sending payments to your banks, these transactions are reconciled automatically. Overall almost 2.000 leading financial institutions within the EU area and over 20.000 major banks worldwide are supported.

Almost all major banks worldwide
Whether you bank with HSBC, JPMorgan Chase, Crédit Agricole, Banco Santander, Barclays, Groupe BPCE, Rabobank, Citygroup, Société Générale, UBS, Deutsche Bank, ING Group, N26, ABN AMRO, BNP Paribas, KBC, or many many others, Direct Banking makes banking integration seamless, secure and efficient.

Supported Journals in idyn’s Direct Banking
idyn Direct Banking supports the following journals within Microsoft Dynamics 365 Business Central: for International (W1): the Payment Reconciliation Journal, Bank Account Reconciliation and Payment Journal; for The Netherlands: the Bank/Giro Journal and Telebanking; and for Belgium: the Payment Reconciliation Journal and EB Payment Journal.

Direct Banking is available from € 23.50 / £ 21.00 / $ 25.00 per month.

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The powerful benefits of Direct Banking

  • The Bank Account Reconciliations journals are everyday automatically available in Business Central for the users, based on automatic synchronization.
  • Support for major banks: access all major banks across the EU and worldwide.
  • Automated reconciliation: bank statements sync directly with Business Central, while our software handles automatic reconciliation.
  • Time savings: reduce processing time for bank statements by 80%.
  • Direct payments: send payments straight from Business Central to your bank.
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Seamless banking connectivity! Banking integration and synchronisation in BC.

Note: A Ponto or Cobase account is required to use Direct Banking.

Cobase integrates over 20,000 international banks ; almost 2,000 EU Banks are connected through Ponto.

Seamless direct bank connectivity
inside Business Central

Connect and sync bank accounts without manual files.

Automated bank statement import with zero manual uploads

Bank statements flow directly into BC without user intervention.

Automatic reconciliation
of statements

Reduce reconciliation effort and errors significantly.

Cut bank statement
processing time by up to 80%

Dramatically improve financial team productivity.

Send and manage payments
directly from Business Central

Initiate bank payments without leaving BC.

Global banking connectivity

Connect to 20,000+ banks worldwide or nearly 2,000 in the EU (IBAN).

No more manual work!

With Direct Banking, no more manual file uploads or manual data entry of your bank statement lines! Everything synchronizes automatically with your bank accounts and journals in Business Central.

With Direct Banking no more bank files are needed. Everything is synchronized automatically with your banks.

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Stop Bank Fraud with VerifyIT 365

Protect your business from payment fraud and unauthorized bank account changes with VerifyIT 365. Verify new and modified vendor bank accounts directly within Microsoft Dynamics 365 Business Central and reduce the risk of costly fraud.

Special Offer: Combine VerifyIT 365 with Direct Banking and receive an exclusive bundle discount.
Interested in learning more? Contact our sales team today at sales@idyn.com for pricing and details.

FAQ’s

Which processes can I automate with Direct Banking?

There are two processes. The bank statement process and the payment process. Both are explained in our demo video (W1).

Ponto is a PSD2-based open banking service developed by Isabel Group, a Belgian fintech company originally founded by major Belgian banks.

What it does: Ponto acts as a secure connection layer between business software (like Business Central) and banks, using the PSD2 regulation that requires banks to open up their data via APIs. It allows companies to:

  • Automatically import bank statements
  • Initiate payments directly from their software
  • Connect to multiple banks via a single integration

Ponto has 2,000 European banks available on their platform that Business Central can integrate with through Direct Banking.

 

A complete list of all banks can be found on the Ponto website. For Cobase almost all banks are available to connect. This includes all business banks in the world. Direct Banking is available worldwide with the W1 localization. Next to that, Direct Banking is currently also available for NL and BE localization in Business Central.

Major Dutch and Belgium banks that can be integrated via Direct Banking include ABN-AMRO, BNP Paribas Fortis, Rabobank, ING, Belfius, Triodos, SNS Bank, Argenta, RegioBank, ASN Bank, Knab, Bunq, AXA Bank, DHB, Van Lanschot,  BNG Bank and KBC Bank etc.

Ponto is the right choice when your organisation has straightforward banking needs within Europe. Consider Ponto if one or more of the following applies to your situation:

  • You work exclusively with European banks and IBAN-to-IBAN payments
  • You have a limited number of bank accounts
  • You are looking for a low-cost, easy-to-implement solution
  • You want to get up and running quickly, Ponto can be set up within hours via online onboarding
  • Your organisation is a small to medium-sized company

Ponto pricing is transparent and pay-per-use: per bank account per month and per single payment and per payment batch.

If your banking requirements go beyond Europe or require advanced financial functionality, Direct Banking with Cobase may be the better fit.

Not sure which solution fits your organisation? Contact us at sales@idyn.nl and we’ll be happy to help.

No, there are no more files used in the Direct Banking process. The integration is real-time. There is no need to upload/download files manually.

Direct Banking is the general app and you can use it in the so-called W1 version of Business Central. With Direct Banking NL you can use all functionalities in the Dutch version of Business Central using the Telebanking module. Direct Banking BE is focused on the Belgian version using EB payment journals.

Direct Banking Support Portal

Get started quickly with Direct Banking using our extensive support resources. Access installation videos, product tutorials, FAQs, feature specifications, setup guides, and comprehensive documentation, available 24/7.

Direct Banking Video Portal
https://www.idyn.nl/direct-banking-video/

Direct Banking Support Portal
https://www.idyn.nl/support/

If you still require assistance, please contact your Microsoft Business Partner to submit a support request on your behalf.

Trusted by 10.000+ users – Powered by idyn apps for Business Central

Simplifying  banking for Business Central with idyn’s Direct Banking

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Ponto or Cobase?

Choose Ponto if you have an EU bank and primarily handle EU payments (SEPA). Opt for Cobase if you work with non-EU banks, handle a high volume of international payments, or manage many multiple bank accounts.

Ponto offers an accessible and affordable solution. Set up a Ponto account online, add your bank accounts, and you’re ready to implement Direct Banking quickly and easily.

Ponto: https://myponto.com/ Ponto EU bank availability: https://www.isabel.eu/en/banks

Check here for Ponto’s pricing.

Cobase connects to banks around the world, providing a state-of-the-art payment portal. Make payments from Business Central with the Direct Banking App for Cobase. The portal also supports payment authorization — no bank credentials required. For more information about Cobase and Business Central: www.cobase.com

Do you need help? Contact sales@idyn.nl

 
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Elevating 3,500 Businesses Worldwide through Smart Apps

Direct Banking account

Overview of your managed bank accounts with Direct Banking.

Automatic reconciliation by Direct Banking in the journal.

Demo request Direct Banking

Request a personalized demo of one of our idyn apps and experience a complete walkthrough in a fully prepared demo environment. We provide ready-to-use demo setups, scripts, and test accounts so you can see exactly how it works in practice.

Book a demo and experience Direct Banking
One of our experts will guide you through the possibilities and show you how we simplify and automate your processes.

Everyone gets a personalized response, so please allow us 24 hours during business days for a reply.

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