Banking and Treasury Automation
The Banking & Treasury Automaton Suite is a premier add-on solution for Microsoft Dynamics 365 and Microsoft Dynamics AX, greatly enhancing bank & cash management, treasury, and payments processing, with direct integrations to banks and payment gateways across the globe. Save time and money processing your AP invoices, with OCR support. Branded customer portals and secure credit card and eCheck processing w/ integrated settlement. Protect your printed checks, protect your electronic payments, and maintain PCI compliance. Fully integrated direct debit with mandate support. Gain automation, efficiency, visibility & control with our cross-industry solution for organizations large and small. Bank integrations are supported around the world. Microsoft President’s Club 12 consecutive years. Over 1,600 customers across the globe.
Learn more
Demiton
Demiton is Sovereign Financial Infrastructure for Microsoft Dynamics 365. We exist to close the "Governance Gap" in Enterprise Finance—replacing manual, high-risk bank file uploads with a Sovereign, Bi-Directional Iron Layer.
The Problem: When finance teams export payment files to a desktop to upload them to a bank, the Chain of Custody is broken. The file becomes unencrypted, mutable, and liable to internal fraud or malware.
The Solution: Demiton establishes a "Ghost Protocol" between your ERP and the Banking Grid. Payment files are generated, signed, and encrypted in a RAM-only enclave (Azure Australia East) and tunneled directly to the bank via Host-to-Host SFTP.
Compliance: Architected for Critical Infrastructure. Fully compliant with APRA CPS 234, the SOCI Act, and GDPR data residency requirements. Zero counterparty risk—we never hold your funds.
Learn more
TreasurUp
TreasurUp is a cloud-based white-label business banking platform built for commercial banks to deliver advanced digital treasury, risk, liquidity, and cash management services to their SME and corporate clients under the bank’s own brand, enabling banks to compete with fintech-style offerings without building systems in-house. It includes modules for FX trading and advanced hedging, cash visibility and consolidated liquidity dashboards, cash flow forecasting and integration with ERP or account data, cross-border and batch payments, cross-currency target balancing, and investment products, all accessible via web, mobile, and API channels, with regional customization and single sign-on support. Designed around API connectivity, it connects real-time account balances, transactions, and ERP data to give companies actionable insights into cash positions, automate workflows like hedging based on forecast data, and simplify treasury tasks such as FX exposure management.
Learn more
Plaid
Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services.
Learn more
