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What is PSIsafe?

PSIsafe boasts a comprehensive array of features that are flexible, multifunctional, and scalable, facilitating smooth integration into existing workflows, processes, and the overall corporate environment. Users benefit from a straightforward interface that minimizes the learning curve and avoids any initial drop in productivity. The platform's supplementary modules and integration tools significantly enhance functionality, offering features such as mobile document access, automation for accounts payable, secure information sharing, integration with third-party applications, advanced document capture, and various other capabilities. Available for both cloud and on-premise deployment, PSIsafe provides robust document management and workflow solutions specifically designed to meet enterprise demands. Through True Business Automation, users can significantly boost productivity by utilizing File Change Scheduling, enabling convenient document sharing with external partners, automating workflows, and implementing efficient Forms Management. This functionality guarantees that client information remains easily accessible even during off-site meetings, allowing for the seamless collection of legal signatures via mobile devices. PSIsafe ensures that essential documents can be retrieved from nearly any Windows-based enterprise application while upholding vital security measures, audit trails, and version control, providing organizations with complete peace of mind. Consequently, businesses can function more effectively and securely, leading to enhanced overall performance and a stronger competitive edge. Additionally, the platform's adaptability allows organizations to continuously evolve and incorporate new tools as their needs change over time.

What is FISPAN?

FISPAN transforms how banks and businesses connect by embedding secure banking services directly inside ERP and accounting systems. As a leader in embedded ERP banking, FISPAN enables seamless connectivity between Tier 1 banks (across the US, Canada, and UK) and NetSuite, Sage Intacct, Workday, Microsoft Dynamics 365 Business Central, QuickBooks, and Xero. Finance teams can automate accounts payable, accelerate accounts receivable, access near real-time bank feeds, initiate payments, manage multi-entity cash positions, and streamline reconciliation, all without ever leaving their ERP. Secure API integrations replace manual file uploads and outdated formatting processes, ensuring accurate, reliable transaction data flows directly into the ERP. The result: improved cash visibility, reduced operational risk, faster financial workflows, and a modern banking experience built directly inside your ERP or accounting software.

Media

Media

Integrations Supported

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Xero

Integrations Supported

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tungsten Automation

Date Founded

1985

Company Location

United States

Company Website

www.tungstenautomation.com/products/psisafe

Company Facts

Organization Name

FISPAN

Date Founded

2016

Company Location

Canada

Company Website

fispan.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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