Banking
Bank feeds, reconciliation, and open banking.
Guides
Bank reconciliation (match transactions to invoices)
Match bank transactions to invoices, credit notes, and payment advices.
Banks and data exchange
Bank feeds and file-based payment matching.
Open banking (Yapily)
Connect open banking with Yapily for account access.
FinAPI: connect your bank and pay from that account
Connect a bank in FinAPI settings, sync transactions into Banking, and authorize SEPA payments from the selected account.
SEPA vs international payment batches
How Cortena splits payment batches into SEPA and International, and what to do on Payments for FinAPI, Embat, and Agicap.
Embat treasury
Send approved invoices to Embat treasury.