Banking and Treasury Automation
This banking and treasury automation software enhances the functionality of Microsoft Dynamics 365, streamlining financial operations with seamless global bank integrations. Designed for efficiency, it automates bank reconciliations, payments, and risk management, allowing teams to focus on strategic tasks while ensuring secure, compliant financial transactions and valuable insights.
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Top Banking and Treasury Automation Features
- Seamless D365 integration
- Secure bank connections
- Automated vendor payments
- Automated customer payments
- Comprehensive treasury management
- Global bank integrations
- User-friendly interface
- SOC2-compliant security
- Best-in-class security standards
- Automated bank reconciliation
- Optimized accounts payable processes
- Positive pay workflow automation
- Robust customer support
- Multi-currency transaction support
- Real-time financial insights
- Financial operations automation
- Configurable system settings
- OCR support for invoices
- Secure credit card processing
- Integrated direct debit functionality
