Keruj integration with FUIB bank: what it is, why, and how it works

Why do you need integration with FUIB bank?

• The new integration with FUIB in Keruj will help businesses that:

• maintain checking accounts in FUIB

• regularly receive and send payments

• keep records of receipts and payments

• want to automate financial accounting without manual work

Thanks to the integration, Keruj™ users will be able to perform the following in a single workspace:

• receive up-to-date bank statements

• automatically reconcile transactions with sales and invoices

• promptly generate financial reports

• reduce time for processing payments and statements

This significantly increases the efficiency of accounting processes and eliminates the need to check data manually in online banking.

How exactly does the integration connection take place?

It is worth noting that the bank opens access via API or a special mechanism (for example, an API key, token, or connection via a business account). This allows the CRM to securely receive data about accounts, transactions, balances, etc.

Setting up integration with FUIB bank: step by step

1. Go to the "Settings" section and select "Integrations" in the "Automation" block

2. Click the "Add" button in the upper left part of the page, and select the required integration from the proposed ones

3. As the next step, in the information window, click the "Connect" button

4. On the settings page, enter your login details for the online banking (username and password) and click the "Continue" button. After that, data synchronization will start automatically.

   

How is the bank integration displayed in Keruj™?

After completing the synchronization with the bank, all financial transactions will be automatically displayed in the "Finance" section as separate documents. They immediately have the status "Completed", so you can view up-to-date analytics based on this data without delay.

The financial document has a standard form, and the data in the fields "From", "Amount", "Counterparty", "Category", "To account" is pulled automatically. The purpose of payment is displayed in the "Notes" field

The fact that the document was created through synchronization does not limit the possibilities of working with it. You can change its status, add or edit information, print the document, or create a new one based on it. All functions for working with financial documents remain available.

Integration of Keruj™ with FUIB bank is:

• a real step towards even better finance automation

• synchronization of banking transactions without manual entry

• a reliable tool for analytics and payment control

• more efficient management of financial flows within the CRM

This functionality significantly simplifies the workflows of companies that actively work with banking operations and allows them to concentrate on business development rather than routine.

Try all the benefits of integration with FUIB bank right now — order a demo and evaluate the convenience of automated financial accounting in Keruj™!