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Important! Company number/orgID will be included in bank reconciliation files. Read more

Help with ERP and integrations

Find what you need to know about integrating with an accounting system here.

Direct integration

Direct integration is when the ERP system and the online bank send and receive files between each other, without you having to upload and download files manually.

With direct integration, you can have accounting-approved payments or re-authentication in the online bank.

accounting-approved payments

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