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Ratings and Reviews 5 Ratings

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

Integrations Supported

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Sage Intacct
Workday Financial Management
Xero

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

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.

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Webinars
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

AP Automation

Not specified

Document Management

Document Assembly
Document Retention
Electronic Signature
File Type Conversion
Optical Character Recognition
Version Control

Categories and Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Fraud Detection

AP Automation

Not specified

Embedded Finance

Not specified

Embedded Payments

Not specified

Financial Management

Cash Management

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