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Your accounting and finance team shoulders a lot of responsibility. Banking processes can take up a lot of time if they’re done manually. Those processes, which can include duplicate data entry, can lead to expensive mistakes. If you’re using small business accounting software and your organization’s complex banking functions aren’t automated, you’re liking dealing with some of these common challenges:

  • Duplication of data entry
  • Slow electronic payments
  • Manual updating and uploading of data needed for bank statements and bank payments
  • Payment files not matching the format and structure required by the bank
  • Difficulty with tax and VAT compliance 
  • Manual import of account statements 
  • Keying in cash book transactions
  • Reconciliations require a lot of manual effort
  • Month-end process takes forever 
  • Security risks when employees have access to bank accounts

Woman importing and processing bank statements and reconciling against open transactions



Banking integration for automated ACH payments to vendors and reconciliation


Small Changes, Big Impact: Steps to Banking Integration and Automation

You’ve probably heard the term digital transformation - but you might be wondering what it means, and even more so, what does it mean for your business. Think about it like this: You are likely overwhelmed with decisions more than ever - and looking at new ways to do business to bounce back from a changing world. That can seem like too big an obstacle to take on – but it doesn't have to be that way. 

Many of our clients have started with just one single step – making the dive into digital transformation a little less complicated. They didn't try to solve all their problems in a day. They just took one step forward asking themselves - what can I automate or integrate to make this one business area run better? Making even one small change to your technology can have a big impact in your business.  For example, digital transformation could mean a solution to automate your invoicing process. Or maybe a solution to help process your electronic payments faster. It’s simply embracing technology to help run your business better.  

Digital Transformation eBook

Get our free Understanding Digital Transformation eBook to learn how technology can enable new ways to do business, build resiliency, and help you operate more efficiently. 

Get the eBook

digital transformation for finance and accounting professionals



Explore Our Blog

Explore These Blog Posts

Poke around these brief, informative posts and automation and integration. Learn how you can automate your banking processes, and tools that can integrate your banking systems.  These blogs are uniquely curated to give you the latest information on banking, integrations and ways you can do more with less.

Examples of digital transformation initiatives

Integration and Automation – Practical examples of Digital Transformation

A simple definition of digital transformation is automation and integration that creates better processes and experiences for employees, customers, and vendor partners. 

In this blog, Vision33's Carl Lewis elaborates on digital transformation and makes it clear that it is a journey and not a moment in time.

Read the blog

Doing More with Less. Why You Should Use Saltbox Header

Doing More with Less: Why You Should Use the Saltbox Integration Platform

Now more than ever, it’s vital to seek out new ways to pivot.  One way is to integrate and extend your business applications for greater visibility. With Saltbox you can integrate your banking systems – helping with the flow of information and ensuring your processes are running more efficiently. 

Check out this blog and access the included on-demand webinar to learn more!

Read the blog

Success Stories

See How Businesses Like Yours Handle Banking Integration

Press play on these quick success story videos and read case studies to see firsthand how some of our awesome customers have conquered banking integration challenges.

Customer success story - Richardson Caps banking integration

Richardson Caps

Richardson Caps manufactures a huge range of headwear options stich-by-stich for customers around the globe. 

Tune into this quick video to learn about the technology that supports Richardson Caps’ high-quality manufacturing standards and ensures they can always offer their customers the right product at the right time.

Watch the video

Customer success story - Eastporters Audio Video banking integration

Eastporters Audio Video

Eastporters Audio Video is the leading provider of home theater projectors and general home theater needs.

Check out this success story to see how Eastporters improved three key areas of their business, enabling them to become more resilient and experience four times their sales forecast during the global pandemic.

Read the success story

Additional Resources

Check Out These Resources Too

Here are even more resources for you to explore, including information about ERP solutions and an integration platform that can help you streamline your banking processes.  

If you have any questions or would like to chat about any of these banking integration resources, please feel free to drop us a line or Live Chat with one our Consultants to get your questions answered.  

ERP Solutions for Your Unique Business Needs

If you run a professional services business or a nonprofit organization, Sage Intacct can be a great fit. Access a Sage Intacct Info Kit and Coffee Break Demo below to learn how this solution can help with your reporting capabilities.

Sage Intacct for banking integration

Sage Intacct Info Kit

That accounting system you relied on to get your business started may have run its course. Sage Intacct’s cloud accounting software products and financial management solutions deliver accounting capabilities for multiple industries with a single aim: to accelerate your success. Dig into the Info Kit below to learn how you can free up time to focus on innovation and growth.

Access the info kit

Sage Intacct demo

Sage Intacct Coffee Break Demo

Grab a cup of coffee, put your feet up, learn all about Sage Intacct and see it in action. This demo will show you how the modern, born-in-the-cloud accounting and financial management solution has everything you need to connect and streamline all of your business processes.

Watch the demo

If your business is manufacturing or wholesale distribution, SAP Business One may be the ideal solution. Explore the resources in the SAP Business One Info Kit below to see how this solution can help with your banking processes.

SAP Business One for managing your entire business

Info Kit: Manage Your Entire Business with One Integrated System

SAP Business One has the functionality to help you transform your business by leveraging information to maximize efficiency, reach new customers and drive profitable growth. With SAP Business One, all of your key business areas are integrated, including your financials and accounting, to provide clear visibility into your entire business. 

We’ve pulled together the latest and most essential pieces of information about SAP Business One for you to explore. In one easy-to-use kit, you can access solution briefs, videos, demos and a webinar series.

Access the Info Kit

Saltbox integration platform and connectors

Saltbox Demo Recording


Your business relies on a lot of applications to stay organized, collaborate with your team, and run your operations. If those stand-alone applications and systems can’t talk to each other, you’re wasting time and money. 

Learn about the Saltbox Platform, Vision33’s very own born-in-the-cloud Integration Platform as a Service (iPaaS) solution. Simply put, the Saltbox Platform can connect just about anything.

See the Saltbox Platform in action and understand how you can do more with what you already have.

Access the Demo Recording


Listen to Our Podcasts

Each week, Vision33’s Carl Lewis interviews bright minds and industry thought leaders about enterprise technology and what’s coming next. We thought you might enjoy these episodes:

Connected Enterprise podcast on process automation and integration

Boyum IT on the Role of Process Automation, and Integrations in a Data-Driven World

Each week, Vision33’s Carl Lewis interviews bright minds and industry thought leaders about enterprise technology and what’s coming next. Check out this podcast to learn about integration and process automation, and the role it can play in your banking processes.

Listen to the podcast