Welcome
The Customers Bank Product Guide is where you will find step-by-step walkthroughs, support documentation, and other helpful resources. Use the quickstart links below, or try the search function and navigation menu on the left.
Getting Started
Access the links below to begin installation and review the latest updates in our release notes. Explore our other content using the search bar or the navigation menu on the left.
ERP | Quickstart Links | Release Notes |
|---|---|---|
Oracle NetSuite (NetSuite) | Release Notes (NetSuite)release | |
Sage Intacct (Intacct) | ||
Microsoft Dynamics 365 Business Central (Business Central) | ||
QuickBooks Online (QBO) |
Product Tour
Try the plugin for yourself and experience firsthand how embedded banking can streamline your workflows. Select your ERP below to explore features, view chapters, and process test payments in our interactive demo environment.
Products and Features
Explore the features and products Customers Bank supports. Click the checkmark ✓ under your ERP per product to jump directly to its documentation for setup guides and usage instructions.
Bank Feeds
Cash Management (Information Reporting)
Accounts Payable
Payment Rails
Product Support
We're here to help you get started and use the plugin. If something goes wrong, reach out to us directly.
Contact Us
Have a Feature Request?
Feature requests help us drive the roadmap of future developments on the integrations. Use the section above to vote on previous ideas, or submit ideas of your own to FISPAN.
NOTE: If you have a question about a feature listed under "RELEASED, Subject to Bank Availability," please reach out to our Support team, or your bank officer.
Click this link to the FISPAN Feature Request Portal website to see a list of feature requests under consideration.
*Please note: We are always thrilled to receive feedback and feature requests for our integrations. We work closely with our various partners to make decisions on what to develop next. We may reach out to you directly for additional information about a feature you've previously voted on or suggested. Lastly, due to the complexity of developing the integrations, we are generally unable to provide timelines on features listed below. FISPAN is a vendor of your bank. To submit inquiries or complaints to your bank, please do so directly with them.