https://store-images.s-microsoft.com/image/apps.59160.d5aace79-bd3c-4ba7-bb21-373b90fced50.7749131d-b411-4f37-b488-71768ae3bc4c.eb9c163a-ecb0-4bf1-b9a1-2e08e1206952

Bank Connect

by Koxa Corp.

Make payments and reconcile data from inside Microsoft Dynamics 365 Business Central

Bank Connect for Microsoft Dynamics 365 Business Central


BANK CONNECTIVITY MADE EASY

Secure API connection to your bank. Fast, no code set up.
No bank portal. No .csv files. No FTP.

Supported Banks:


  • Wells Fargo CEO
  • Bank of America CashPro
  • JP Morgan Access

More bank connections coming soon! Use the Support link to ask us about your bank.

Maintain your trusted bank relationship
Send payment instructions from Microsoft Dynamics 365 Business Central:
  • ACH / wire / RTP / virtual cards
  • Fast and easy: select invoices to pay, select the payment type for each, and click the “Submit Payment” button
  • All approvals (including reasons for any rejection) managed inside Microsoft Dynamics 365 Business Central
  • Approver receives Microsoft Dynamics 365 Business Central message or email re: pending approvals
  • Payment instructions sent by secure API to your bank — not a 3rd party payment vendor

Access the functionality of your bank’s online portal inside Microsoft Dynamics 365 Business Central
  • Automatically update Bank Account Balances and Transaction History
  • Set up daily updates
  • Click the “Update” button for the latest data (real-time when supported by your bank)
  • No files to upload

Supported editions:
This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported countries:
United States

Supported Languages:
The app is available in English

At a glance

https://store-images.s-microsoft.com/image/apps.2652.d5aace79-bd3c-4ba7-bb21-373b90fced50.7749131d-b411-4f37-b488-71768ae3bc4c.23c50e9a-72c9-4c6f-a70a-dae686ced36a
https://store-images.s-microsoft.com/image/apps.20063.d5aace79-bd3c-4ba7-bb21-373b90fced50.7749131d-b411-4f37-b488-71768ae3bc4c.eb3fa838-6850-4d0a-8fff-aa6f6c36663b
https://store-images.s-microsoft.com/image/apps.54309.d5aace79-bd3c-4ba7-bb21-373b90fced50.7749131d-b411-4f37-b488-71768ae3bc4c.6c94ea46-e568-4fd5-86bd-700783f2a3e9