Accounting, Treasury & HR

Accounting, Treasury & HR

Create more efficient accounting and payment experiences.

Real-time bank reconciliation. Automated payments.

Increase the functional coverage of your software to offer your customers real-time automated bank reconciliation. Pay out in bulk payments for supplier invoices and employee salaries & expenses. Also pay in with cash collection from customers.

Embedded Finance for ERP and Financial Management Software

Accounting & HR software powered by Open Finance

Automate bank reconciliation

Automate bookkeeping, pre-accounting, and reconciliation. Collect data at the source to save time and reduce errors. No need to rely on legacy data exchange or manual downloads.

One point solution for payments and cash collection

Continue improving the industry by automating payment flows from your interfaces

Provide real-time cash visibility

Always know your true cash position and enable more effective cash flow management and forecasting thanks to accurate, up-to-the-minute transactions.

Increase customer lifetime

Increase customer stickiness with extended functional coverage. Differentiate from the competition by entering the payment area.

Generate new revenue

Sell new modules to increase Xsell opportunities and increase average deal size.

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“We use Budget Insight’s Bank product in order to synchronize banking transactions flow in real-time. Through this synchronization, our solution performs a bank reconciliation between invoices and transactions of our customers. And that’s not all: access to bank data has enabled us to create a cash management tool which automatically categorizes expenses. ”

Jean-Pierre Ocalan

CTO and co-founder - iPaidThat

Read the success story

Thanks to bank synchronization made possible by the Bank product, we bring our clients a global view of their bank accounts without leaving Sellsy, and an integrated cash management tool."