Bank Transactions

The Bank Transactions App is a powerful extension for Business Central that automates and streamlines the manual processing of bank statements and payments.

The app supports automatic recognition and linking of transactions, including integration with Payment Service Providers (PSP), and provides a clear interface for manual corrections.

Bank Transactions is a collaborative development between SucceedIT and SetRange.

Features and benefits of using this app

•Save time with automatic transaction matching: The app automatically imports bank statements and links payments to outstanding invoices using advanced algorithms based on reference numbers, amounts, customer data and many more.

• Full PSP integration: In addition to traditional bank transactions, the app also supports payments via PSPs such as Mollie and Adyen, including the ability to import and set specifications.

• Flexible set-up for precise control: Users can link bank accounts and PSP accounts to balance sheet accounts, set up number series, and adjust reconciliation settings for optimal processing.

• Optimized posting: The app supports condensed posting and dimension compression.

• Automated processing: Import, checking, reconciliation, and posting can be automated via the job queue, with filters to select specific bank transactions.

•Live bank connections via Bizcuit: The app enables a live connection to a selection of benelux banks via Bizcuit's PSD2 standard, including authorization and subscription management via the Bizcuit portal.

Free Trial

Start your free 30-day trial directly from Microsoft AppSource and experience the benefits of the Bank Transactions app. If you like the app and still want to continue using it after the trial then you only pay € 150,- per month.You can install a 30 day trial for free directly from the Microsoft AppSource. If you like our app and still want to use it then you only pay € 150,- per month.

To use the app to it's full potential, a Bizcuit integration is required. This secure connection enables direct access to your bank data and is available for an additional €50,- per month.

Supported Editions

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

Supported Countries

This application is available in all countries where dynamics 365 business central is available.

The Bizcuit integration is only available for a select amount of banks mostly in the BeNeLux area.

Supported Languages

This app is available in English (United States) and Dutch (The Netherlands).