PSIsafe

PSIsafe

Tungsten Automation
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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

PSIsafe’s rich features are configurable, flexible and scalable, allowing it to work in parallel with existing workflows, processes and company culture. No steep learning curve or an initial drain on productivity. Additional modules and integration tools offer functionality for mobile document access, accounts payable automation, secure information sharing, third-party integration, advanced capture and more. Available in the cloud or on-premise, PSIsafe offers enterprise-level document management and workflow capabilities True Business Automation: Do more with File Change Scheduling, Effortless Sharing of docs with non-users, Automated workflows, and Forms Management. Access client information during an off-site meeting or collect a legal signature from your phone or tablet. Make the mission-critical documents stored in PSIsafe accessible in nearly all Windows-based enterprise applications without losing security, audit trails and version controls.

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

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

Companies of all sizes looking for an advanced Document Management solution

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

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
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

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

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FISPAN
Founded: 2016
Canada
fispan.com

Company Information

Tungsten Automation
Founded: 1985
United States
www.tungstenautomation.com/products/psisafe

Alternatives

Alternatives

Kanverse

Kanverse

Kanverse.ai
Conterra FIM

Conterra FIM

DIRECTUM

Categories

Categories

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Workday Financial Management
Xero

Integrations

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Workday Financial Management
Xero
Claim PSIsafe and update features and information
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