Continia Banking

Streamline payments and secure your financial operations directly within your Business Central

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Swift and secure payment processing 

Have you ever faced delays due to manual processes, struggled with errors, or worried about the security of your transactions? Managing payments and reconciliation manually is not only inefficient, but it also leaves you with limited visibility into your cash flow and increases the risk of security and compliance issues.  

Continia Banking streamlines and secures your payment and reconciliation processes, automating your payment workflows directly within Microsoft Dynamics 365 Business Central. Designed to enhance efficiency, this solution reduces errors with built-in validation checks, supports seamless bank integration, and ensures secure transaction handling. With Continia Banking, your team can effortlessly process payments while maintaining security control over your financial processes.   

Key features that add value to your workday

Direct communication

Streamline your payment processes through direct, secure communication between Business Central and your bank. This connection allows you to send payments and direct debit files, import payments and statement files, and receive real-time status updates and exchange rate adjustments, eliminating manual work and saving you time.

Payment security

Protect your payments against fraud with secure approval flows, ensuring every payment line is approved by the right people before bank export. Quickly get informed of changes in bank account information and verify the details, safeguarding your company from malicious actors and avoidable errors.

Validation & error handling

Ensure seamless payment exports with frequent validation checks that prevent errors from occurring in the bank. Data is automatically validated at every level, providing you with detailed error descriptions to guide you to the source. This ensures quick corrections and high data accuracy for every transaction.

Reliable reconciliations

Enhance your reconciliation process and achieve up to a 95% match rate—whether you're using the Payment Reconciliation Journal or Bank Account Reconciliation. Effortlessly find matches using all available data and advanced search rules, while built-in logic processes the results for maximum accuracy and efficiency.

Flexible payment exports

Tailor your payment flow to fit your business needs. Choose a streamlined flow for quick processing in the Payment Journal, either by line or by summarizing multiple lines. Or, select the advanced flow for improved processing and detailed oversight of each recipient, allowing flexible management of every payment line.

Enhanced file import

Seamlessly import CSV files into the Payment Reconciliation Journal or Bank Account Reconciliation from any bank or payment service provider. These enhanced import capabilities simplify the import process with predefined templates and options to create custom data structures, making it easy to map and import your CSV files.

Prevent fraud before it happens 

Continia Banking puts your business's financial security first by ensuring any changes in bank account information are flagged before payments are processed. If details, such as bank account number, IBAN, or SWIFT code change, the system automatically requires you to re-verify before continuing. 

If changes aren’t verified, you’ll receive a warning with the option to block all payments until verification is completed. Verification can be done via email, phone, or other methods, and you can log additional information with comments to keep a clear record. This way, your transactions stay secure and accurate. 

Find your
webinar

Exciting and intriguing - join one of our webinars now!

Introducing Continia Banking
October 08 2024 - 08:00
2024, Timezone UTC
Language: English
Introducing Continia Sustainability
October 09 2024 - 13:00
2024, Timezone UTC
Language: English
See all
webinars

Feature overview

Essential

With the Essential module, you can efficiently manage your finances by generating and exporting payments, importing bank statements for easy reconciliation, and automating direct debits.
  • Standard payment flow
  • Advanced payment flow
  • Payment suggestion templates
  • Pay from the same journal
  • Transaction ID-based reconciliation
  • Payment reference autofill
  • Advanced payment validation
  • Summarize payments per vendor
  • Payment journal overview
  • Banking factbox
  • Import bank account statements
  • Autosend remittance advice
  • Rule-based reconciliation
  • Payment pre-validation
  • Autofill bank details from IBAN
  • CSV Ports
  • Enhanced Payment Reconciliation Journal
  • Direct debit processing
  • Adhere to Customer / Vendor links
  • Continia Hub

Direct Communication

The Direct Communication module automates your payment data exchange with the bank, eliminating manual file transfers and ensuring real-time payment tracking.
  • Direct communication with banks
  • Full Approval in Business Central
  • Real-time payment tracking
  • Error-handling
  • Automated file imports
  • Secure connection and data sharing

Security

The Security module protects your transactions against fraud by verifying changed bank account details and securing payment approvals with customizable workflows.
  • Secure and safe approval process
  • Single line vs. batch approvals
  • Approve in Business Central
  • Approve, reject, or delegate approvals
  • Approval flows
  • Amount threshold-based approvals
  • Field restriction
  • Bank account verification
  • Required number of approvers