Get your account statements easy with Bank Transactions Import and Export

May 03, 2022

Does your company perform lots of bank transactions? Is importing account statements into your ERP system a challenging task because of the different formats of each bank institution? With our new app Bank Transaction Import and Export for Dynamics 365 Business Central, you can accomplish various financial operations fast and easy. It went successfully through the certification process, and it is now available in Microsoft AppSource.

By automating the import and export, the app lowers the human error risk factor and optimizes the time for performing operations.

Except for the importing features that help companies to import account statements despite the bank file format, the app provides an option for performing other data exchange and financial operations thanks to its compliance with some core international and local standards, such as MK940, MK101, MK103. Thus, an organization can seamlessly send requests for account statements, export payment instruction files to the banks, automate currency transfers, etc.

The Bank Transaction app lets users set up reconciliation of both collection operations and bank POS terminals operations. Moreover, an adjustment of bank integration export for Credit, Budget, or Foreign payments is also possible.

The app provides out-of-the-box integration setups for some of the biggest banks in Bulgaria. Last but not least, Intelligent Systems provides a customization option for adding integration with any customer’s chosen international bank.

To learn how the Bank Transaction Import and Export app can be suitable for your business, please contact us.