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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

Innovative teams worldwide choose Series to streamline their finance and operations management. Effortlessly manage payments, global payroll & HR, treasury management, and more, all within a single, unified platform. Series EOS makes finance and operations management easy, all while ensuring compliance and efficiency. Manage all banking and payment operations across your financial stack. Unify and manage all of your finance and operations, and centralize and automate your entire finance and operations stack. Embrace the Series ecosystem with professional services, infrastructure, support, and security tailored to meet the needs of the most complex enterprises and institutions. Enhance efficiency with our cloud-based EOS that breaks down departmental silos and consolidates back-office operations. Streamline processes and consolidate your spending. Manage treasury, accounting, payroll, benefits, and more without replacing existing systems.

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 searching for an enterprise operating system to unify their finance and operations

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

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

Series
www.seriesfi.com

Alternatives

Alternatives

Coupa

Coupa

Coupa Software
Jack Henry Business Banking

Jack Henry Business Banking

Jack Henry & Associates
TreasuryView

TreasuryView

emformX GmbH

Categories

Categories

Financial Management Features

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

Accounts Payable Features

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

Integrations

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Xero

Integrations

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Xero
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