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Back office and CRM system integration

Whether you have a single solution or multiple in place, the AccessPay platform can connect to any CRM, TMS, ERP or other back office system that your business currently uses, providing you with the ability to manage them all from one unified platform.

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Enhance security

CRM system integration takes away the risks associated with manually extracting and processing payments and collection files.

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Work smarter

By integrating your back-office systems with the AccessPay platform, you’re able to centralise payment and collection processing, cash visibility and analytics and reporting into one platform.

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Drive efficiencies

Connect your back-office systems to the AccessPay platform and reduce payment and reconciliation processing times and use workflows and alerts to control access and user actions.

"New drivers are much more aware of digital technologies for consumers and are as equally aware of the banking technology coming through."

Lewis Jones, Head of Treasury Operations and Payroll, The AA Read the story

Frequently asked questions

Are there any restrictions to the systems that AccessPay can integrate with?

AccessPay can accept files from almost any system, payroll, ERP, TMS or CRM. Our platform is file agnostic, meaning that it is able to accept files and transform them into a bank ready format.

Can AccessPay accept files from CRM systems?

Yes, AccessPay can accept collection files generated in your CRM for transformation and submission onto the Direct Debit scheme.

What file types does the AccessPay platform accept?

The AccessPay platform accepts the following file types; CSV, XLS, MT, DAT, XML

How long does it take to set-up an integration with AccessPay?

This really depends on the system and file type and the scale of the project. Simple integrations can take just a few days, more complex integrations can between 6-8 weeks including testing.

Can you connect systems via API?

AccessPay uses API’s in many areas of the platform for data integration, status monitoring, and transaction validation. AccessPay is launching their own API Developer Portal in 2019, which will allow customers to integrate with the AccessPay platform for creating payment instructions, checking status of payments and retrieving bank balances and transaction reports.

Are data files encrypted during transfer to your platform?

Yes, you can choose to have the files being transmitted from your back-office systems into the AccessPay platform PGP encrypted.

The benefits of CRM system integration with the AccessPay platform

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Manage sensitive information

In platform workflow and approvals rules mean you can ensure people only see what you want them to see.

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Reduce the risk of fraud

By being connecting to the AccessPay platform via CRM system integration, you can securely transfer payment files under an enhanced workflow engine minimising the risk of file tampering.

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Minimise the chance of errors

Remove the risks associated with manually keying payments data into banking portals.

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Produce better business insights

CRM system connection allows you to feed accounts payable and receivable data into the AccessPay platform along with connected bank statement data to generate meaningful reports for your business.

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Access & Control

Customisable profiles and enhanced workflow rules mean you’re in complete control of who can see and who can act with your payment files and liquidity data.

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End to end connectivity

It doesn’t stop at CRM system integration, you can connect your TMS, ERP and other back-office systems with your banking network for fully automated payment and statement flow.

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One platform for ultimate visibility and control

The use of disparate systems and applications across the finance and treasury function can create unnecessary complexity, risk and inefficiency.  By connecting these systems, The AccessPay platform empowers finance and treasury professionals to achieve their goals.

Want to know more?

Get in touch to find out how AccessPay can help you and your finance or treasury team achieve your goals.