Finaxis

Finaxis

Finaxis.ai
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About

FISPAN partners with your bank to deliver embedded, automated ERP banking solutions for accounts payable, accounts receivable, bank feeds, and cash management. Eliminate error-prone manual processes and embrace secure, seamless ERP-to-bank connectivity. Integrate your banking directly into leading ERP and accounting platforms, including NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero. Streamline AP workflows, initiate vendor payments, manage expense reimbursements, automate cash application, and send detailed remittance advice emails, all without leaving your system of record. Access near real-time account balances and transactions across entities, initiate book transfers, and automate reconciliation with secure API connections. No file uploads. No bank statement formatting. Just reliable, scalable embedded ERP banking powered by FISPAN.

About

Finaxis automates accounts receivable workflow by offering smart reminders, multichannel follow-ups (email, SMS, voice), predictive payment scoring, and real-time cash visibility. It plugs directly into QuickBooks, Xero, Acomba, Sage 300, and NetSuite. It also support CRM connection like HubSpot and Salesforce to maximize personalization. CSV import for any other system. Designed for the Canadian market with bilingual French/English workflows and data hosted in Canada, supporting compliance with Quebec's Law 25 and PIPEDA. Used by finance teams at professional services firms, SaaS companies, consulting, and staffing businesses It acts as a virtual AR employee, an AI Copilot that learns how each of your customers actually pays.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

FISPAN serves mid-market to enterprise businesses, banks, and ERP consultants looking to modernize financial workflows through embedded banking. Its audience includes CFOs, controllers, finance teams, treasury leaders, and bank product and innovation teams who want secure, automated ERP-to-bank connectivity.

Audience

CFO, CEO, Service company, legal company, manufacturing company, construction company

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

FISPAN’s pricing for business clients is delivered indirectly through our bank partners. As an embedded banking solution, fees are typically incorporated into your bank’s treasury or commercial services agreement. This ensures a seamless experience, with pricing aligned to your banking relationship and business needs.
Free Version Not Supported
Free Trial Not Supported

Pricing

$500/month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Reviews/Ratings

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

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Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

FISPAN
Founded: 2016
Canada
fispan.com

Company Information

Finaxis.ai
Founded: 2026
Canada
finaxis.ai

Alternatives

Alternatives

Valdra

Valdra

Canuckt Synergy Solutions
ARPilot

ARPilot

DALE Labs LLC

Categories

Accounts Payable Supported
AP Automation Supported
Embedded Finance Supported
Embedded Payments Supported

Categories

AR Automation Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Supported
Check Writing Not Supported
Duplicate Payment Alert Not Supported
Fraud Detection Supported
General Ledger Entry Not Supported
Vendor Management Not Supported

Financial Management Features

Budgeting & Forecasting Not Supported
Cash Management Supported
Consolidation / Roll-Up Not Supported
Currency Management Not Supported
Financial Reporting Not Supported
Investment Management Not Supported
Project Management Not Supported
Revenue Recognition Not Supported
Risk Management Not Supported
Tax Management Not Supported

Integrations

NetSuite Supported
QuickBooks Online Supported
Xero Supported
Acomba Not Supported
HubSpot CRM Not Supported
Microsoft Dynamics 365 Supported
Sage 300 Not Supported
Sage Intacct Supported
Salesforce Not Supported
Workday Financial Management Supported

Integrations

NetSuite Supported
QuickBooks Online Supported
Xero Supported
Acomba Supported
HubSpot CRM Supported
Microsoft Dynamics 365 Not Supported
Sage 300 Supported
Sage Intacct Not Supported
Salesforce Supported
Workday Financial Management Not Supported
Claim Finaxis and update features and information
Claim Finaxis and update features and information