Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.
Learn more
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.
Learn more
BuilderLync
BuilderLync is an all-in-one roofing CRM and contractor platform built by roofers, for roofers, designed to run leads, jobs, and crews in one connected system. It replaces disconnected CRM, estimating, scheduling, invoicing, proposal, and follow-up tools with a single operating system for residential contractors. Every call, form, referral, and walk-in lands in one pipeline, while Sierra AI qualifies leads and follows up instantly through text, email, and call, so no lead goes cold. Contractors can pull satellite measurements from EagleView, auto-generate itemized estimates, and send branded proposals in under five minutes from the truck. Scheduling is handled through a drag-and-drop calendar that syncs with crews in real time, with weather-aware scheduling to protect timelines and keep everyone clear on where to be and when. BuilderLync also supports one-click invoicing, QuickBooks sync, online payments, revenue tracking, and ROI visibility by lead source and marketing channel.
Learn more
