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Average Ratings 5 Ratings

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Description

FISPAN is a leader in embedded ERP banking, connecting financial institutions directly to the ERP and accounting systems businesses rely on every day. By embedding secure banking functionality inside NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero, FISPAN eliminates manual file uploads and disconnected workflows. Automate accounts payable, streamline accounts receivable, enable reliable bank feeds, initiate payments, manage expense reimbursements, and access near real-time cash visibility, all within your ERP. FISPAN’s secure API connectivity ensures accurate transaction data flows directly into your reconciliation module, reducing errors, improving efficiency, and enhancing financial control. Designed for banks, businesses, and ERP partners, FISPAN transforms ERP systems into fully connected financial command centers.

Description

Finaxis streamlines the accounts receivable process by providing intelligent reminders, follow-ups across multiple channels (including email, SMS, and voice), predictive payment analytics, and immediate cash flow visibility. It seamlessly integrates with platforms like QuickBooks, Xero, Acomba, Sage 300, and NetSuite. Additionally, it enhances customer engagement by connecting with CRM systems such as HubSpot and Salesforce, allowing for tailored communication. For compatibility with other systems, it also offers CSV import functionality. Tailored specifically for the Canadian market, it features bilingual workflows in French and English, with all data securely stored within Canada to comply with Quebec's Law 25 and PIPEDA regulations. Aimed at finance teams in sectors such as professional services, SaaS, consulting, and staffing, Finaxis serves as a virtual accounts receivable assistant, functioning as an AI Copilot that adapts to the unique payment behaviors of each customer. This innovative solution not only improves efficiency but also helps companies optimize their cash flow management practices.

API Access

Has API Yes 

API Access

Has API No 

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Screenshots View All

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Integrations

NetSuite Yes 
QuickBooks Online Yes 
Xero Yes 
Acomba No 
HubSpot CRM No 
Microsoft Dynamics 365 Yes 
Sage 300 No 
Sage Intacct Yes 
Salesforce No 
Workday Financial Management Yes 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Xero Yes 
Acomba Yes 
HubSpot CRM Yes 
Microsoft Dynamics 365 No 
Sage 300 Yes 
Sage Intacct No 
Salesforce Yes 
Workday Financial Management No 

Pricing Details

FISPAN’s pricing for business clients is delivered indirectly through our bank partners. As an embedded banking solution, fees are typically incorporated into your bank’s treasury or commercial services agreement. This ensures a seamless experience, with pricing aligned to your banking relationship and business needs.
Free Trial No 
Free Version No 

Pricing Details

$500/month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FISPAN

Founded

2016

Country

Canada

Website

fispan.com

Vendor Details

Company Name

Finaxis.ai

Founded

2026

Country

Canada

Website

finaxis.ai

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection Yes 
General Ledger Entry No 
Vendor Management No 

Financial Management

Budgeting & Forecasting No 
Cash Management Yes 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Product Features

Alternatives

Alternatives

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