Advanced Banking

Solution Overview

Advanced Banking allows you to import electronic bank statements into Microsoft Dynamics 365 for Finance and Operations and provides functionality to process them automatically.

Advanced Banking consists of two main steps: importing the bank statement (MT940 file) and making a proposal for processing the imported data (recognition).

Advanced Banking is a self-learning system.

Recognised IBAN numbers can be added to the customer master data for faster and more reliable processing. Payment information is transferred to the journal in Microsoft Dynamics 365 for Finance and Operations and is logged in the transactions.

Advanced banking will automatically make a proposal to match the received payments with your open invoices. The matching results are displayed in a clear and easy way, allowing you to focus on the exceptions only.

Solution Profile

Vendor Status
DynamicsPact Member

Vendor Profile
Pulse

Category
Finance & Operations

Industry
General