Automated to save you time and money

Statement Direct extends the functionality of Advanced Bank Reconciliation by automating the download and upload of your bank statements. This coupled with Advanced Bank Reconciliations ability to automatically generate general ledger journals, customer payments, and automatically allocate them to invoices provides a truly automated banking solution for NetSuite.

  • Minimal user intervention

    Minimal user intervention allowing you and your team to focus on more important day to day tasks

  • Multiple accounts

    Statement Direct can integrate with multiple bank accounts worldwide

  • Automatic downloads

    Statements can be automatically downloaded and reconciled daily saving your finance team time.

  • Integrate

    Direct integration between your bank and NetSuite, so there is no need to upload or download statements

  • Reporting capabilities

    Full reporting capabilities ensures you gain confidence that your processes are being handled correctly

  • Full support

    Full support and advice to users when making the transition to an automated service, ensuring it's a quick and simple process

Watch the Statement direct overview

Benefits

Hours of valuable resource saved

Statement Direct requires a one-time set up to schedule the download of your statements into NetSuite. Once this is done Advanced Bank Reconciliation will automatically run in the background, with minimal user intervention. Saving your finance team time and leaving them free to concentrate on value adding activities.

Prevent mistakes and improve security

Having to manually type security credentials into banks’ websites for multiple bank accounts, means these credentials must be readily available to users. Once this is automated the credentials are safely encrypted and stored away from users. This increases security and prevents mistakes.

Up to date information

With the bank reconciliation performed automatically, your bank account in NetSuite is always up to date enabling better decision making.

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