Connectivity

Every bank and system relationship, connected once.

SFTP and direct API connectivity for both banks and internal systems — configured, tested, and monitored from one place.

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Connection types

Bank connector & system connector

Two sides of the same connectivity model — connecting out to your banks, and connecting into your own systems.

Bank connector

Bank SFTP

Connect out to a bank's SFTP server, or host your own server-mode endpoint for banks to connect into — both directions supported, with directory-level configuration for incoming and outgoing files.

Bank connector

Bank API

Where a bank exposes a modern API, connect directly — no file exchange required.

System connector

System SFTP

SFTP endpoints used to exchange files with internal and ERP systems — the same server-mode or client-mode flexibility as bank connectivity.

System connector

System API

API keys and integrations with internal, ERP, and third-party systems.

SFTP and API are what's enabled today for both bank and system connectivity — more connection methods can follow as they're needed.

How it works

From configuration to a working connection

  1. Configure the connection

    Set host, credentials, and per-connection settings for SFTP or API, on either the bank or system side.

  2. Test it for real

    Run an actual connectivity test against the configured endpoint before relying on it — not a saved form with no verification.

  3. Match the format

    Incoming statement formats (MT940, MT942, BAI2, CAMT.052/053/054, CSV) and outgoing payment formats are matched automatically to what each side expects — no manual reformatting.

  4. Automate the flow

    Statements pull in and reconcile automatically; payment files transmit and get tracked through to bank acknowledgment.

Connect your first bank in minutes, not weeks.

Request a demo Explore Payments & Bank Statements