• Embedded Banking for Sage Intacct

    Bring banking capabilities into Sage Intacct to simplify AP and reconciliation.

  • FISPAN empowers businesses to seamlessly integrate their banking directly within Sage Intacct, modernizing accounting workflows and driving operational efficiency. Leveraging partnerships with leading financial institutions, FISPAN delivers a simple, reliable, and robust solution to optimize day-to-day banking activities. Take advantage of a direct bank connection, providing reliable bank feeds for reconciliation, real-time account balance/transaction visibility, and streamlined accounts payable. With an easy setup process that requires no technical resources and an intuitive interface that lives within Sage Intacct, FISPAN allows you to quickly implement and realize the value of embedded banking.

    Key Benefits:
    Your bank’s official Sage Intacct integration.

    FISPAN partners directly with leading financial institutions, providing a full suite of banking capabilities within Sage Intacct. This means no more third-party platforms or extra logins – just seamless, integrated banking within your existing workflows.


    ​​Simplify Payables
    Pay your vendors and reimburse employees without the hassle of double data entry.

    • Select from your approved vendor bills and employee expense reports and send payments in three simple clicks.
    • Choose from a variety of payment methods, including ACH, Check, Wire, International Wire, SEPA, Bacs, EFT, Virtual Card, and more.
    • Monitor payment statuses: Bidirectional connectivity allows for real-time visibility into the status of your payments, successful or returned.
    • Manage vendor and employee payment information, store payment details, and set default payment preferences.
    • Automatically notify your vendors via email any time you’ve initiated a payment.

    Streamline Reconciliation
    Take the headache out of bank reconciliations with direct connectivity for bank feeds.
    • Say goodbye to manual imports and tedious bank statement formatting.
    • FISPAN partners directly with your bank to establish a reliable, secure flow of transactions from your bank into Sage Intacct for reconciliation.
    • Our secure and expertly-managed API/SFTP connection with your bank means you don’t need to worry about broken connections due to unreliable third-party services and screen scraping.

    Modernize processes
    Simplify your day-to-day banking activities.
    • Initiate transfers between your company’s accounts directly from within Sage Intacct. Choose the source and destination account, enter the transfer details, and confirm the transfer, all without ever leaving Sage Intacct
    • FISPAN seamlessly brings your positive pay process into Sage Intacct by automatically fetching details from your printed checks and transmitting the required positive pay file to your bank in just three clicks. 

    Boost Visibility
    Gain complete visibility into your bank account balances and transactions.
    • Access your bank account balances directly within Sage Intacct. Say goodbye to the hassle of logging into bank portals to view your account balances.
    • View detailed transaction information and enable bank feeds to optimize your reconciliation process.

    Click "Request More Info" above to get started today.

    Requirements:

    Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID. 

    Using this integration also requires that you purchase Sage Intacct Platform Services and Sage Cloud Services (with bank feeds enabled).
    The plug-in will work on any browser and O/S system.

    Price:
    Varies by bank

    Integration Approved Countries:
    United States

    About:

    Bridge the gap between your bank and Sage Intacct. Founded in 2016, FISPAN has partnered with banks to provide embedded, automated solutions for accounts payable and cash management. Say goodbye to error-prone manual processes and embrace seamless banking connectivity in Sage Intacct.

    FISPAN utilizes bank-grade encryption to ensure the highest level of protection for your valuable information, and our SOC 2 Type 2 certification guarantees compliance with the highest standards of security, availability, processing integrity, confidentiality, and data privacy for customer data.


    Phone: (604) 424-9090
    Website: https://fispan.com/solutions/sage/
    Year Founded: 2016
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