Banking Connector in D365

A banking connector is a software tool that enables seamless integration between financial systems and online bank accounts, allowing users to automate and streamline banking transactions within their business software. The DHRP Banking Connector is a powerful tool designed to bridge the gap between Dynamics 365 and your online bank accounts, offering seamless global connectivity similar to XERO. With this connector, users can link their bank accounts to Dynamics 365 in just a few minutes, eliminating the need for lengthy integration projects that can take months.

Covering all major regions, including Australia, New Zealand, the United States, Canada, and the United Kingdom, the DHRP Banking Connector ensures you can easily connect with over 32,000 banks worldwide. Thanks to DHRP’s collaboration with the same provider behind XERO’s bank feeds, you can streamline your financial management and enhance your business operations within Dynamics 365.

Features:

• Removes the Need for Manual Entry: This feature eliminates the requirement for manual data input, streamlines processes, and reduces human error in financial transactions.

• Supports Manual and Automatic Bank Feeds: Whether users prefer manual data entry or automatic synchronisation, this feature offers versatility to cater to different workflow preferences.

• Improves Efficiency & Accuracy for Payment Reconciliation: This functionality enhances the speed and precision of the reconciliation process by automating payment reconciliation tasks, ensuring that financial records align accurately.

• Supports a Large Number of Global Banks: It is compatible with a wide array of financial institutions, accommodating diverse banking needs and ensuring maximum user flexibility and convenience.

• Allows Up-to-date Information about Bank Transactions: Users can access real-time data on bank transactions directly from their Dynamics 365 Finance and Operations platform, facilitating informed decision-making.

• Enables Outsourcing of Payment Reconciliation to an Accountant: Businesses can delegate payment reconciliation to an accountant, granting them secure access to bank statements for efficient and reliable financial management.