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Utilizing the Microsoft Dynamics 365 Finance live bank feed

Learn how Payhawk works with the Microsoft Dynamics 365 Finance bank feed.

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Written by Payhawk
Updated over 3 weeks ago

Once your Payhawk account is connected to Microsoft Dynamics 365 Finance, your balances stay in sync in real time with no extra effort.

If you are using the native Microsoft Dynamics 365 Finance bank reconciliation module, Payhawk can transfer your bank statements automatically. All future payments will be automatically exported to Microsoft Dynamics 365 Finance as soon as transactions or transfers are settled.

When pushing bank statements, Payhawk searches for an open reconciliation. You can configure your account to check for reconciliations daily, weekly, or monthly, depending on your reconciliation frequency.

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