DocumentIQ

DocumentIQ

Transactis
+
+

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About

Continia Banking streamlines and secures payment and reconciliation processes directly within Microsoft Dynamics 365 Business Central by automating your entire payment workflow. It provides direct, secure communication with banks, sending payment and direct-debit files, importing statements, and receiving real-time status updates and exchange-rate adjustments, while built-in validation checks and enhanced CSV import templates prevent errors at every step. Reliable reconciliations leverage advanced search rules in the payment reconciliation journal or bank account reconciliation to achieve up to 95 % match rates. Flexible payment exports offer both quick flows for summarizing multiple lines and advanced flows for per-line control, with transaction ID-based reconciliation, payment suggestion templates, and IBAN-driven bank details autofill. Secure approval flows support single-line or batch approvals, amount-threshold rules, field restrictions, and mandatory bank account verification.

About

Solutions that automate receivables, improve cash flow, and increase customer satisfaction, are delivered through the largest banks and business service providers. Transactis is the industry leader in electronic bill presentation and payment technologies. Our solutions simplify your receivables process, increasing your speed of pay and driving customer engagement. Transactis transforms traditional billing and payment processing with innovative, reliable, and secure digital solutions. Our advanced technology simplifies receivables management and is delivered to market through banks and service providers that support millions of businesses. Comprehensive functionality, tailored to your unique business needs. Reporting capabilities and data matching for quick reconciliation. Accounting system compatibility to seamlessly integrate your data. Easy-to-use portal for covenient bill presentment and payments.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies needing a solution to automate, secure and streamline their payment processing, reconciliation and approval workflows

Audience

Companies seeking a solution to automate receivables, improve cash flow, and increase customer satisfaction

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Continia
Founded: 2009
Denmark
www.continia.com/solutions/banking/

Company Information

Transactis
United States
transactis.com

Alternatives

Alternatives

BMS Utility Billing Software

BMS Utility Billing Software

Black Mountain Software
SYNERGEN Client Bill

SYNERGEN Client Bill

SYNERGEN Health

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Google Sheets
Ledge
Microsoft Dynamics 365 Business Central
Microsoft Excel

Integrations

Google Sheets
Ledge
Microsoft Dynamics 365 Business Central
Microsoft Excel
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Claim Continia Banking and update features and information
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