Direct Banking
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 SEPA 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.
Direct Banking is available from € 22.50 / £ 20.00 / $ 25.00 per month.
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.
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 SEPA (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.
Trusted by 10.000+ users – Powered by idyn apps for Business Central
Simplifying banking for Business Central with idyn’s Direct Banking
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://myponto.com/en/reach/open-banking-api-europe/
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.
Cobase: www.cobase.com
Elevating 3,500 Businesses Worldwide through Smart Apps
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.
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.