Simplify your treasury management functions and manage your entire payables process from within your Sage Intacct App. FISPAN’s embedded solution integrates with your native Intacct environment to create an immersive, embedded banking experience.
What is Sage Intacct?
So What's The Missing Piece to Your Sage Intacct Environment?
When you think of your treasury management functions, what comes to mind? For financial professionals like bookkeepers and cash clerks, the descriptors “time consuming,” “tedious,” and “manual” commonly arise.
As a financial professional, the importance of the ERP system cannot be understated. Acting as a central hub for core operations, ERPs like Sage Intacct enable streamlined workflows for financials, sales, manufacturing, distribution, construction, and more. All of these functions are integrated into the Sage Intacct environment....except banking. Because of this missing piece, many financial professionals spend hours on their treasury management functions: navigating back and forth between their banking portal and Intacct environment, manually processing payments, or spending additional hours importing and exporting transactions. These processes certainly expose vulnerabilities for human error, demand hours for manual and repetitive processes, and regrettably divert focus away from your team’s high-value operations.
FISPAN’s Embedded Banking Solution for Sage Intacct
How the Connection is Made Possible
Embedded Application Solution Features
FISPAN’s Embedded Application enables you to automate your payables, receive payment status updates, streamline your reconciliation process, and much more:
Embedded Application Solution Example: How to Pay a Check
FISPAN’s embedded Sage Intacct solution is designed to simplify treasury workflow in your native Intacct environment. Amidst the integration’s many features, paying a check can be summarized in four simple steps:
1. Create the bill from within your Sage Intacct environment
2. Select the bill that needs to be paid in the “Pay Bills” section. Once the “Check” payment method is selected, click “Pay now”.
A green banner will appear, confirming that the payment was processed successfully.
3. Once the bill has been paid, you can print the check from the ‘Print check’ section, after which a printed check will automatically be generated.
4. Upon marking the ‘confirm’ button, the bill will now be marked as paid.
With just a few simple clicks, your payments are processed from one central location.
How You Benefit From FISPAN’s Sage Intacct Payments Solution
As a financial professional, accurate and timely recording is integral to the success of your organization. Don’t let your team be bogged down by repetitive and manual processes.
FISPAN is the bridge between your native Sage environment and bank. When FISPAN’s Embedded App integrates with your Sage Intacct environment, a host of benefits are enabled:
Sage Intacct Payments Integration: Real Life Example & Feedback
Financial professionals wear many hats, making the ability to have streamlined treasury management workflows more important than ever. We spoke with a Controller from an up-and-coming media company to learn more about their experience using the Sage Intacct Payments Integration, powered by FISPAN’s embedded solutions.
“Accountants see the value in the process and internal controls; less manual, more automated. [They] appreciate the touch points and customer service, being collaborative - [that] was missing with [our previous bank].”
“Simplifies the accounting processes and reduces errors because everything is in one portal.”
Sage Intacct users can easily integrate their banking capabilities with FISPAN. After speaking to your bank representative, simply download the integration from Sage Intacct marketplace using our step-by-step guide. In just 20 minutes or less, you’ll connect directly with your bank and decide which data you’d like shared.
Interested in how you can benefit from embedding banking capabilities into your Sage Intacct environment? Contact us for a demo or to see if your bank currently offers FISPAN’s embedded solutions.