Bankinplay integration with Dynamics 365
Automate bank reconciliation and gain greater financial control
Connect Bankinplay with Microsoft Dynamics 365 Finance or Business Central to centralize banking information, reduce manual tasks, and improve real-time financial visibility. Request a free personalized DEMO and discover the impact on your operations.
THE CHALLENGE
When financial growth creates greater operational complexity
As an organization increases its volume of transactions, bank accounts, or legal entities, financial management becomes more demanding. Finance and operations teams need up-to-date, reliable information to make quick decisions and reduce risk.
Common situations:
- Manual processes to import bank statements
- Delays in reconciling financial transactions
- Difficulty obtaining a consolidated view of cash flow
- Reliance on multiple platforms to access banking information
- Increase in errors caused by manual data entry
The result:
- Lack of visibility into the actual financial position
- Reduced operational efficiency
- Lower capacity for financial control
- Increasing risk as volume grows
- Rising operating costs
Root cause
Most organizations work with different banks, multiple accounts, and a high volume of daily transactions. Without proper integration between banking and the ERP, teams must spend time on low-value administrative tasks.
- Financial information scattered across platforms
- Risk of reconciliation errors
- Slower closing processes
- Lower capacity for cash flow analysis and forecasting
As the company grows, these inefficiencies multiply and affect both the finance department and management.
THE SOLUTION
Bankinplay connected to Dynamics 365 Finance and Business Central
Revertis’ solution enables the integration of Bankinplay with Microsoft Dynamics 365 Finance or Business Central to automate the exchange of banking information and optimize financial processes.
Banking information flows automatically into the ERP, reducing operational workload and improving the quality of financial data.
Secure connection
Secure and scalable connection between Bankinplay and Dynamics 365.
Compatible with BC and F&O
Integration with Dynamics 365 Finance and Dynamics 365 Business Central.
Automated transactions
Automatic receipt of bank transactions from Bankinplay into the ERP.
Integrated reconciliation
We configure reconciliation processes within the ERP.
Multi-entity view
Consolidated cash management even with multiple accounts and legal entities.
Reliable data
Real-time financial information, with no manual entry.
OBJECTIVE
Ensure banking information flows automatically into the ERP, instead of relying on manual processes.
Transformation
From manual statements to automated transactions in the ERP
Before
Manual import of bank statements
Slow reconciliations with high human intervention
Outdated financial information
Higher risk of errors and duplicates
Difficulty obtaining an overall view of cash flow
After
Automatic update of bank transactions
Faster, more efficient reconciliation processes
Financial information available in real time
Greater traceability and control of operations
Improved planning and decision-making capability
WHAT IT INCLUDES
A complete integration tailored to your financial ecosystem
ERP compatibility
- Microsoft Dynamics 365 Finance
- Microsoft Dynamics 365 Business Central
- Compatible with multi-company environments
Integration with Bankinplay
- Secure connection to the platform
- Automation of data exchange
- Import of bank statements
Financial processes
- Automated bank reconciliation
- Cash management
- Receivables and payables control
Security and governance
- End-to-end encrypted connection
- Data governance and traceability
- Tailored to multi-company environments
Monitoring and support
- Monitoring the integration status
- Incident alerts
- Ongoing specialized support
Does your finance team spend hours each week importing statements manually?
Request a free personalized DEMO. We will show you how to connect Bankinplay with your Dynamics 365 with no impact on operations.
METHODOLOGY
How we implement the integration step by step
01
Process analysis
Assessment of financial processes, accounts, and involved entities
02
Architecture design
Design of the Bankinplay–D365 integration architecture
03
Connection and automation
Deployment of the secure connection and automation of transactions
04
Functional and technical validation
Testing with real data, fine-tuning, and training for key users
05
Go-live and support
Activation, initial monitoring, and stabilization support
RESULTS
Tangible results in operational efficiency and financial control
Typical impact after implementation:
- Significant reduction in time spent on bank reconciliations
- Less manual intervention in financial processes
- Reduction in errors associated with managing banking data
- Faster accounting and financial closes
- Increased visibility into the cash position
Direct impact on:
- Finance team productivity
- Data reliability
- Cash planning capability
ONGOING SUPPORT
The integration does not end at go-live
Continuous optimization
Progressive improvement of automatic reconciliation
New entities and accounts
Onboarding of new banks or companies
Regulatory adaptation
Adjustments for regulatory or business changes
Specialized support
Dedicated team for financial integrations
ABOUT REVERTIS
Specialists in financial automation and enterprise platform integration
20+ years
of experience as a Microsoft Partner
ERP projects
Proven experience in Finance and Business Central
Financial automation
Specialization in cash management and reconciliation processes
Systems integration
Secure connectivity between enterprise platforms
Results-driven approach
Implementations focused on real ROI
