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Description
Continia Banking enhances and secures the payment and reconciliation processes within Microsoft Dynamics 365 Business Central by fully automating the payment workflow. This solution facilitates direct and secure connections with banks, enabling the transmission of payment and direct-debit files, the importation of statements, as well as the receipt of real-time updates regarding status and exchange rates. To minimize errors throughout the process, it incorporates built-in validation checks and improved CSV import templates. The payment reconciliation journal and bank account reconciliation utilize sophisticated search criteria to ensure reliable reconciliations, achieving match rates of up to 95%. Furthermore, payment exports are adaptable, featuring quick flows for summarizing several entries and advanced flows for detailed line-by-line control, with options for transaction ID-based reconciliation, customizable payment suggestion templates, and automatic filling of IBAN-driven bank details. Robust approval processes allow for both individual line and batch approvals, incorporating rules based on amount thresholds, field restrictions, and compulsory verification of bank accounts, ensuring a high level of security and efficiency throughout the payment process. This system not only optimizes financial operations but also significantly reduces the risk of errors in payment processing.
Description
OPplus serves as a comprehensive smart banking solution seamlessly integrated with Microsoft Dynamics 365 Business Central, streamlining the management of incoming and outgoing payments through automated imports of bank statements and payment advice. It efficiently reconciles outstanding entries based on customizable account rules and allows for the generation of payment proposals and files in a variety of formats. With OPplus, users can easily view both open and settled transactions across general ledger, customer, or vendor accounts, and they have the ability to settle balances using open-entry posting mode, which includes options for retroactive reporting. The software automates payment imports, accommodating CSV imports, managing returned direct debits, handling partial payments, and integrating with various payment providers, while also offering customizable payment exports that support SEPA and ISO file formats, direct-debit mandate management, and configurations for international transactions. In addition, OPplus provides extra modules that feature detailed lists and reports, ensuring audit-ready transaction histories and facilitating the creation of VAT advance-return files along with adjustments to account schemes. This makes OPplus an essential tool for businesses seeking to enhance their financial operations through improved automation and reporting capabilities.
API Access
Has API
API Access
Has API
Integrations
Google Sheets
Microsoft Dynamics 365 Business Central
Microsoft Excel
Integrations
Google Sheets
Microsoft Dynamics 365 Business Central
Microsoft Excel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Continia
Founded
2009
Country
Denmark
Website
www.continia.com/solutions/banking/
Vendor Details
Company Name
Continia
Founded
2009
Country
Denmark
Website
www.continia.com/solutions/opplus/
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management