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Kısa bilgiler
- Fiyat
- $399.00 USD
- dynamics_365_business_central versiyonları
- —
- Kurulum süresi
- 30 dk.
- Lisans
- Bir kerelik kalıcı
- Diller
- 11 language
Tek Seferlik Satın Alma
Bank Reconciliation & Statement Intelligence for Business Central
A build-to-order AL extension that imports bank statements (CAMT.053, MT940, CSV, OFX) into Business Central and auto-matches open ledger entries with a configurable rules engine and AI-assisted fuzzy matching — built, installed per-tenant, and supported by ECOSIRE.
$399.00USD
Şimdi ödeme yok. Bu, ekibimize bir teklif talebi gönderir — fiyat ve sonraki adımlarla e-posta ile dönüş yapacağız.
Temel Özellikler
Bank statement import for CAMT.053 (ISO 20022), MT940, OFX, and fully configurable CSV column mappings, with per-bank profiles
Configurable, table-driven reconciliation rules engine matching on amount, date tolerance, reference, counterparty IBAN, and description tokens
AI-assisted fuzzy matching that resolves truncated or inconsistent bank narratives to the correct open ledger entry
Auto-matching of open Bank Account, Customer, and Vendor ledger entries within the Payment Reconciliation Journal
Auto-creation of journal lines for recurring bank fees, charges, and interest, posted to nominated G/L accounts
Built natively as AL table and page extensions on BC's Bank Account Reconciliation pages — no replacement of standard posting routines
Event subscribers on the reconciliation codeunits so matching logic stays upgrade-safe across BC monthly releases
Job Queue entry for scheduled, unattended statement import and pre-matching overnight
Match confidence scoring with a clear review queue so accountants approve low-confidence suggestions before posting
Dedicated permission set scoped to reconciliation roles, respecting BC user groups and entitlements
Optional REST/OData v4 endpoints to push statements in or pull reconciliation status into Power BI or Dataverse
Per-tenant deployment to your cloud SaaS or on-prem environment, with sandbox UAT before production promotion
Audit trail linking each matched statement line to its source ledger entry and the rule that matched it
Multi-bank-account and multi-currency aware, honoring BC currency exchange and realized-gain/loss accounts
Bu Ürün Hakkında
Bank Reconciliation & Statement Intelligence is a custom Microsoft Dynamics 365 Business Central extension that takes the manual grind out of monthly bank reconciliation. It is not an instant AppSource download — ECOSIRE builds it in AL to fit your chart of accounts, bank formats, and matching conventions, then installs it as a per-tenant extension directly on your Business Central environment (cloud SaaS or on-prem) and supports it afterward.
Neden Bank Reconciliation & Statement Intelligence for Business Central
Bank statement import for CAMT.053 (ISO 20022), MT940, OFX, and fully configurable CSV column mappings, with per-bank profiles
Configurable, table-driven reconciliation rules engine matching on amount, date tolerance, reference, counterparty IBAN, and description tokens
AI-assisted fuzzy matching that resolves truncated or inconsistent bank narratives to the correct open ledger entry
Auto-matching of open Bank Account, Customer, and Vendor ledger entries within the Payment Reconciliation Journal
Auto-creation of journal lines for recurring bank fees, charges, and interest, posted to nominated G/L accounts
Built natively as AL table and page extensions on BC's Bank Account Reconciliation pages — no replacement of standard posting routines
The extension layers on top of BC's native Bank Account Reconciliation and Payment Reconciliation Journal rather than replacing them. It adds a statement import pipeline supporting CAMT.053 (ISO 20022), MT940, OFX, and configurable CSV mappings, so your accountant stops re-keying lines from PDFs and online-banking exports.
At its core is a configurable reconciliation rules engine — table-driven match rules on amount, date tolerance, reference, counterparty IBAN, and description tokens — combined with AI-assisted fuzzy matching for the real-world case where bank narratives are truncated or inconsistent. Matched statement lines are applied against open Bank Account Ledger and Customer/Vendor entries; unmatched fees, charges, and interest can auto-generate journal lines posted to the G/L accounts you nominate.
Delivery uses BC-native plumbing: AL table and page extensions, event subscribers on the reconciliation codeunits, a job queue entry for scheduled imports, and a dedicated permission set. Optional hooks to the BC REST/OData v4 API and Power Platform / Dataverse let you pull statements from a connector or surface match status in Power BI.
Pricing is a one-time build fee. ECOSIRE scopes your formats and rules, develops, deploys to a sandbox for UAT, promotes to production, and provides post-launch support and BC monthly-update compatibility checks.
Ne elde edeceksin
- A custom AL per-tenant extension (.app) built to your bank formats, chart of accounts, and matching rules
- Deployment to your Business Central sandbox for UAT, then promotion to your production environment
- Per-bank import profiles configured for each CAMT.053 / MT940 / OFX / CSV format you supply
- A configured reconciliation rules engine seeded with your common counterparties, fees, and tolerances
- A scoped permission set and Job Queue entry set up for your reconciliation users and schedule
- Source code and the AL project handed over, plus a deployment/runbook document
- Admin and accountant walkthrough session covering import, review queue, and rule maintenance
- Post-launch support window and a compatibility check against BC monthly platform updates
Bu kimin için
Accountant / Controller
Currently spends hours each month re-keying bank lines and hunting for matches; wants imported statements and AI-assisted matching to cut reconciliation to a review-and-approve task.
Finance Manager / CFO
Needs faster, auditable month-end close with a clear trail from each statement line to its ledger entry, without abandoning native BC posting controls.
BC Implementation Partner / IT Lead
Wants a clean, upgrade-safe per-tenant extension built on event subscribers and table/page extensions that won't break on BC's monthly releases and respects existing permission sets.
Kuruluma genel bakış
ECOSIRE'dan indirin
Lisansı ecosire.com adresinden satın alın ve hesap kontrol panelinizden Bank Reconciliation & Statement Intelligence for Business Central modülünün ZIP dosyasını indirin.
Odoo'ya yükle
ZIP'i sunucudaki Odoo özel eklentiler klasörünüze çıkarın (veya Uygulamalar > Odoo.sh / runbot'taki dosyadan yükle yoluyla yükleyin).
Modülü yükleyin
Geliştirici Modunu etkinleştirin, Uygulamalar'ı açın, Uygulama Listesini Güncelle'ye tıklayın, Bank Reconciliation & Statement Intelligence for Business Central'i arayın ve Yükle'ye basın.
Ayarları yapılandırın
Yeni menüyü açın, ECOSIRE lisans anahtarınızı yapıştırın, tüm harici kimlik bilgilerini (Shopify, Amazon, Stripe vb.) bağlayın ve kaydedin.
Doğrulayın ve yayına alın
Yerleşik bağlantı testini çalıştırın, ilk 10 kaydınızı senkronize edin ve yinelenen cronu planlayın. Herhangi bir sorun olursa desteğe başvurun.
Bank Reconciliation & Statement Intelligence for Business Central Nasıl Karşılaştırılır
| Kriter | ECOSIRE | Özel Yapı | Rakip | Odoo Yerlisi |
|---|---|---|---|---|
| Multi-format statement import (CAMT.053, MT940, OFX, CSV) | Dahil | Kısmi destek | Kısmi destek | |
| Configurable rules engine for auto-matching | Dahil | Kısmi destek | Kısmi destek | |
| AI / fuzzy matching for poor bank descriptions | Dahil | Dahil değil | Kısmi destek | |
| Auto-creation of journal lines for fees and charges | Dahil | Kısmi destek | Kısmi destek | |
| Built to your chart of accounts and bank profiles | Dahil | Dahil | Dahil değil | |
| Installed and supported on your tenant by the vendor | Dahil | Kısmi destek | Dahil değil | |
| Upgrade-safe via event subscribers / table extensions | Dahil | Kısmi destek | Dahil | |
| No per-user recurring subscription fee | Dahil | Dahil | Dahil değil |
Bank Reconciliation & Statement Intelligence for Business Central hakkında Sıkça Sorulan Sorular
Is this a Microsoft AppSource app I can install instantly?
No. This is a build-to-order extension. ECOSIRE develops it in AL to fit your bank formats, chart of accounts, and matching rules, then installs it as a per-tenant extension on your Business Central environment. There is no instant AppSource download — every deployment is scoped, built, and validated for your tenant.
How long does delivery take?
Typical lead time is about 3 to 5 weeks from a confirmed scope, depending on how many bank formats and how complex your matching rules are. The flow is: discovery and format collection, AL development, sandbox deployment for your UAT, then promotion to production. We confirm a firm timeline after the scoping call.
What ongoing support and updates do I get after go-live?
The build includes a post-launch support window for fixes and questions, plus a compatibility check against Business Central's monthly platform updates so the extension keeps working across releases. Because it is built on event subscribers and table/page extensions rather than overriding standard objects, upgrades are low-risk. Longer-term support and enhancement retainers are available.
Which bank statement formats are supported?
Out of the box the import pipeline handles CAMT.053 (ISO 20022 XML), MT940, OFX, and configurable CSV. For CSV and bank-specific dialects we build a per-bank profile mapping your columns and date/amount conventions. If your bank exports a format not listed, share a sample during scoping and we will assess adding it.
Will it interfere with our existing Business Central posting and permissions?
No. It builds on BC's native Bank Account Reconciliation and Payment Reconciliation Journal and uses event subscribers, so standard posting routines are untouched. Access is governed by a dedicated permission set that fits within your existing user groups and entitlements, and every matched line keeps an audit trail to its source ledger entry.
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Teklif isteyin
Bank Reconciliation & Statement Intelligence for Business Central
A build-to-order AL extension that imports bank statements (CAMT.053, MT940, CSV, OFX) into Business Central and auto-matches open ledger entries with a configurable rules engine and AI-assisted fuzzy matching — built, installed per-tenant, and supported by ECOSIRE.
- Bank statement import for CAMT.053 (ISO 20022), MT940, OFX, and fully configurable CSV column mappings, with per-bank profiles
- Configurable, table-driven reconciliation rules engine matching on amount, date tolerance, reference, counterparty IBAN, and description tokens
- AI-assisted fuzzy matching that resolves truncated or inconsistent bank narratives to the correct open ledger entry
- Auto-matching of open Bank Account, Customer, and Vendor ledger entries within the Payment Reconciliation Journal