Fintech integrations help automate data entry and can save you hours each week by streamlining your workflow.
An integration transfers line item or summary-level detail from your invoice into your back-office system to ensure that all of your data is accurately and efficiently recorded. It also provides smart matching to eliminate the need of repetitively entering GL codes and product descriptions.
Within the portal's Integrations section, you can view key data from your back-office connections for all of your locations. Key data includes:
- Transfer type (FTX pickup, FTP, AS2, etc.)
- File name
- Email address
- Frequency (when and how often the file will be sent)
- Last Sent Date
- Next Send Date
You can browse the most popular integrations to find the right connection to request. Our Client Support team will help guide the integration process. Go to the portal's Integrations section and click the Request New Integration button at the top right of the screen.
Provide the following information:
- Integration you wish to make.
- Your contact information (including your phone number).
It is usually helpful to provide the contact information of your back-office software supplier as well, but it is not necessary to submit the request.