AcuSync’s embedded Bank/Credit Card Feeds & Expense Receipts Solution connects Acumatica to over 11,000 financial institutions. AcuSync connects in real-time, automatically importing transactions into Acumatica. Expense receipts are automatically created for corporate credit card transactions that are easily claimed by employees. Expense receipts are automatically created for a corporate credit card in 2019R2 and purchases and assigned to the correct employee. Link credit card categories to Expense Items and GL accounts using customizable matching rules. AcuSync lite runs entirely within Acumatica with no additional software or hosting required. Link for more Information:
Bank and Credit Card Feeds – Connect your financial institution accounts to Acumatica and automatically import transacti
Linked Accounts – Selectively choose accounts from each financial institution and map them to the corresponding cash acc
Real-Time Statements – Automatically build and append bank statements in real-time as transactions are imported. Selecti
Corporate Credit Cards – Link corporate credit cards to the corresponding Corporate Credit Card accounts in Acumatica. S
Auto-Generated Expense Receipts – Link credit card categories to Expense Items and GL accounts using customizable matchi
Employees can easily attach photos of receipts to automatically generated expense receipts using the Acumatica mobile ap
Pending Transactions* – Optionally choose to create expense receipts for pending transactions, eliminating the need to w
Simplified Bank Transaction Matching – Expense receipts automatically match to imported bank transactions for corporate
Customizable Mapping – Customize your bank feed imports by editing pre-configured import scenarios if needed
Automation Schedules – Control how and when transactions are imported
Embedded Solution – AcuSync runs entirely within Acumatica with no additional software or hosting required
Vertify is a customer data intelligence platform that unifies siloed data and delivers intelligence to businesses. Founded in Austin, TX, Vertify is in use at hundreds of organizations across the globe. Their singular mission is to help every business unlock the true potential of their customer data.
If you would like us to get in touch with you, please let us know how we can reach you via this form.
Contact firstname.lastname@example.org if you have any question about Acumatica