Bank balance integration with ERP system via Open Banking

A new bank account integration feature with an ERP system has been successfully implemented, enabling the secure display of bank balances and account transactions from multiple bank accounts through a single management environment.

Bank Balance Integration with an ERP System

View balances from multiple banks

The new functionality allows the display of balances from 7 accounts across 4 different banking institutions directly within the ERP system, eliminating the need to log in to each banking platform separately.

Integration through the Lunch Flow REST API

The implementation is based on the Lunch Flow service, which provides secure access to banking data through a REST API. The retrieved information is consolidated and displayed within the ERP system, making daily cash flow monitoring more efficient.

Support for balances and transactions

In addition to available balances, the integration also supports the display of account transactions, providing a more complete view of banking activity from a central management dashboard.

The integration is connected to selected IBAN bank accounts, and the retrieved data can be organized by bank and by account according to the company's operational requirements.

Secure Read-Only access

The service is used exclusively for reading banking information. It does not provide the ability to initiate payments, transfer funds, or perform any action that modifies banking data.

Custom software solution

This functionality was developed as part of a custom ERP application, with the goal of consolidating critical financial information into a single dashboard and improving day-to-day business operations.

The integration was implemented using the Lunch Flow service via a REST API and is intended exclusively for the secure retrieval of bank balances and transactions from selected IBAN accounts.

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