Get Your Business Bank Accounts & Business Software Talking

The payment processing industry has evolved in recent years, and it can be a challenge for small businesses to keep up with new standards and best practices. Modern business finance is becoming more sophisticated, with robust solutions to make it easier for the customers, but also with security in mind in order to protect buyers’ data from cyberattacks. 

Companies often hold multiple financial accounts that accept different payment methods. Why bother with multiple bank accounts? Reasons include security concerns and expense tracking. Your company has multiple needs with different expenses that can be served by separate accounts.

Accounting software such as Sage or Quickbooks, can assist you with controlling and managing your business’s expenses efficiently, whether it’s travel expenses, petty cash or maintenance fees. The financial transactions that occur in a given timeframe on a ledger are accounted to the client/customer on a bank statement. And the balance of the accounts at any time is the money-related position of the client with the organization.

Commercient SYNC integration connects all your bank transactions hidden in your accounting software to your chosen CRM. It gives you the ability to sync your transactions from several bank accounts.

Benefits of Commercient SYNC

  • All-in-one app: Manage your business transactions and CRM activity from the same app
  • Improve customer service
  • Reduce tedious administration by improving efficiency
  • Generate more sales
  • Improve cross-functional communication
  • Increase productivity
  • Reduce manual data entry: Commercient SYNC pulls in transactions from your bank accounts automatically

The integration between payment transaction processing and accounting software offers advantages not available before when all had to be done manually. Bank account integration allows for payment transaction data derived from credit or debit card payments, or other electronic payments, to automatically flow into your CRM when a sale is made. It eliminates the need to manually enter payment transaction data and reconcile accounts, saving time, reducing labor costs, and less risk of human error.

With bank account integration, the data for each sale seamlessly posts into your chosen CRM software. This is similar to how the money from a transaction is directly deposited into a business bank account. This way, a salesperson needs to see if a customer has paid doesn’t need to wait for the Accountants to be at their desks to find out. Everything moves faster.

As more customers are moving away from cash and check transactions, it makes sense to have the data from electronic payments seamlessly flow into the business accounting system. This helps eliminate the need for manual entry, provides improved accuracy, and streamlines your sales processes.

Does your business make use of multiple bank accounts? Make the most of your investment by fully harnessing the tools you already have and integrate your sales and accounting software. Become more efficient, increase sales, provide superior customer experiences, and much more with SYNC. Contact Commercient today for a free demo.