Integrations

FinverityOS offers a comprehensive suite of integration capabilities designed to support all aspects of open account and supply chain finance operations for banks, NBFIs, and corporates.

Below is a summary of the key integrations available with FinverityOS.

Disbursement & General Ledger (GL) Posting

• Allows automation of the disbursement of funds and supports posting of transactions into the general ledger.

• Integration with core banking systems via open APIs or SFTP ensures that all disbursement and accounting entries are synchronized in real time or batch mode

Repayment & Reconciliation

• Supports both manual and automated (bulk) repayment processes.

• Offers automatic reconciliation of repayments, marking instruments as paid based on configurable rules (e.g., FIFO/LIFO).

• Enables account sweeping and real-time status updates through API and SFTP connectivity

FX and Floating Rates

• Integrates with external FX rate providers and supports floating rate mechanisms, allowing for dynamic rate application in financing products

• Ensures accurate and up-to-date currency conversions and rate calculations

Limits Management

• Provides real-time monitoring and management of credit and transaction limits

• Integrates with external systems to update or synchronize limit data, supporting automated notifications and reporting

Third-Party Integrations

• Other examples include:

  • CRM Systems: Onboard users and synchronise client data directly from CRM platforms

  • ERP Systems: Bulk upload invoices and financial data from ERP/accounting software, with support for 16+ cloud and on-premise packages (e.g., Oracle NetSuite, Sage, Xero)

  • SSO (Single Sign-On): Supports SSO for secure, streamlined user authentication and access management

  • SFTP Integration: Enables secure file-based data exchange with external systems, such as for batch uploads or downloads of transaction files