Direct Connect Corporate Credit Card & Banking Integration

Create expense reports from credit card transactions automatically, accurately, anywhere, anytime, with confidence. Eliminate data entry & duplicates.

Paramount WorkPlace makes it easy to create expense reports from credit card transactions automatically, accurately, anywhere, anytime, and with confidence. Eliminate the need for data entry and the risk of errors and duplicate transactions and streamlined the expense report process.

 

Expense-related credit card transactions can be set up so that they are automatically imported on a recurring schedule. Alternatively, the transactions can be manually imported as they are required. The user receives a notification of the import and can select individual items from the imported transactions to include on their expense report.

Features and Benefits:
  • Real-time integration with any bank that supports OFX (Open Financial Exchange)
  • Out-of-the-box manual upload options of popular import file formats
  • Capabilities to provide banking-specific custom import maps
  • Automatic credit card expense report by employee card assignments

Credit Card Integrations

Terms & Definitions


What is OFX:

Open Financial Exchange (OFX) is a unified specification format for the electronic exchange of financial data through the Internet, and between or among financial institutions, businesses and customers.

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