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ERP.AI Open Banking API Platform

Open Banking API Platform

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Open Banking API Platform

Account aggregation, consent management and PSD2 compliance, in one system.

Account aggregation, consent management, PSD2

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CapabilitiesLive
Account aggregation
Consent management
PSD2 compliance

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Capabilities describe the planned system scope.

More finance systems

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FinanceLive

Fixed Asset Management

Know what you own, where it is and how its value changes.

  • Asset register
  • Capitalization
  • Depreciation schedules
  • Multiple asset books
  • Depreciation approvals
  • Custodian transfers
Start now Explore
FinanceLive

Multi-currency Accounting

Bring every currency into focus.

  • FX revaluation
  • Realised / unrealised gains
  • Intercompany eliminations
  • Journal approvals
  • Trial balance
  • Aging
Start now Explore
FinanceLive

Accounts Payable Automation

From supplier invoice to approved payment.

  • Invoice capture
  • Three-way matching
  • Approval routing
  • Recurring bills
  • Vendor credits
  • Payment runs
Start now Explore
FinanceLive

Budgeting & Forecasting

Plan with clear assumptions. Track every revision.

  • Budget versions
  • Driver-based planning
  • Scenario analysis
  • Rolling forecasts
  • Variance analysis
  • Approval workflows
Start now Explore
FinanceLive

Revenue Recognition

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
Financial servicesLive

Financial Consolidation

Bring every entity into a close you can explain.

  • Entity and ownership management
  • Group account mapping
  • Trial balance collection
  • Currency translation
  • Intercompany matching
  • Elimination journals
Start now Explore
FinanceLive

Accounts Receivable System

Keep invoices, collections and cash application in sync.

  • Customer invoicing
  • Recurring billing
  • Cash application
  • Unapplied cash
  • Payment reminders
  • Collections cases
Start now Explore
Financial servicesLive

Financial Close Management

Bring every close task, review and sign-off together.

  • Close checklists
  • Task dependencies
  • Account reconciliation
  • Evidence capture
  • Journal review
  • Variance explanations
Start now Explore
Financial servicesLive

Financial Planning & Analysis

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
FinanceLive

Treasury Management

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
FinanceLive

Intercompany Reconciliation

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
FinanceLive

Expense Reporting System

Make every expense easy to submit and review.

  • Receipt capture
  • Expense reports
  • Policy checks
  • Approval routing
  • Mileage tracking
  • Per-diem references
Start now Explore
FinanceLive

Invoicing & Billing System

Send clear invoices. Keep recurring billing and payments in view.

  • Client estimates
  • Invoice preparation
  • Recurring invoices
  • Online payment links
  • Payment reconciliation
  • Payment reminders
Start now Explore
FinanceLive

Travel & Expense Management

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
FinanceLive

Vendor Payment Portal

Give suppliers a clear answer on invoices and payments.

  • Supplier self-service access
  • Invoice submission
  • Invoice status visibility
  • Payment tracking
  • Remittance documents
  • Early payment discounts
Start now Explore
FinanceLive

Accounting for Small Business

Keep invoices, bills and bank activity connected to your books.

  • General ledger
  • Customer invoicing
  • Supplier bills
  • Payment allocation
  • Bank reconciliation
  • Expense claims
Start now Explore
FinanceLive

Accounting with GST/Tax

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
FinanceLive

Tax Filing Platform

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
FinanceLive

Lease Accounting (IFRS 16)

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
FinanceLive

Fund Accounting

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
FinanceLive

Audit Management

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
FinanceLive

Cost Accounting

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
FinanceLive

Subscription Billing

Turn recurring plans and product usage into clear customer billing.

  • Versioned subscription plans
  • Tiered pricing
  • Subscription changes
  • Usage metering
  • Proration
  • Recurring invoicing
Start now Explore
FinanceLive

Commission Calculation

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
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For financial services

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Financial servicesLive

Wealth Advisory CRM

Accounts, contacts and pipeline, in one system.

  • Deal stages
  • Lead scoring
  • Territory rules
  • Renewals
  • Quote approvals
  • Quota attainment
Start now Explore
Financial servicesLive

Financial Consolidation

Bring every entity into a close you can explain.

  • Entity and ownership management
  • Group account mapping
  • Trial balance collection
  • Currency translation
  • Intercompany matching
  • Elimination journals
Start now Explore
Financial servicesLive

Financial Close Management

Bring every close task, review and sign-off together.

  • Close checklists
  • Task dependencies
  • Account reconciliation
  • Evidence capture
  • Journal review
  • Variance explanations
Start now Explore
Financial servicesLive

Financial Planning & Analysis

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
Start now Explore
Financial servicesLive

PSA for Financial Advisory

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
Start now Explore
Financial servicesLive

GRC for Banking and Financial Services

Risks, policies and controls, in one system.

  • Risk register
  • Controls testing
  • Segregation of duties
  • Attestations
  • Regulatory calendar
  • Evidence trail
Start now Explore
Financial servicesLive

CRM for Financial Services

Accounts, contacts and pipeline, in one system.

  • Deal stages
  • Lead scoring
  • Territory rules
  • Renewals
  • Quote approvals
  • Quota attainment
Start now Explore
Financial servicesLive

Banking CRM

Accounts, contacts and pipeline, in one system.

  • Deal stages
  • Lead scoring
  • Territory rules
  • Renewals
  • Quote approvals
  • Quota attainment
Start now Explore
Financial servicesLive

HRMS for Financial Services

Core HR, payroll and leave and attendance, in one system.

  • Employee records
  • Regulated-role hiring
  • Leave administration
  • Coverage controls
  • Pay runs
  • Leave balances
Start now Explore
Financial servicesLive

Financial Risk Management

VaR, stress testing and limit monitoring, in one system.

  • VaR
  • Stress testing
  • Limit monitoring
Start now Explore
Financial servicesLive

Core Banking System

Accounts, deposits, loans, transfers and statements, in one system.

  • Accounts
  • Deposits
  • Loans
  • Transfers
  • Statements
Start now Explore
Financial servicesLive

Mobile Banking App Backend

Biometric authentication, push notifications and mini-statements, in one system.

  • Biometric authentication
  • Push notifications
  • Mini-statements
Start now Explore
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