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Software & Integration Tools

Our API and file-based transmission services provide seamless integration between your accounting software and City National, so you can retrieve real-time balances, reconcile account activity, and submit transactions.

Integration Benefits

Create efficiencies for your business by integrating your accounting software, Enterprise Resource Planning (ERP) system or other back office system directly with City National Bank.

Speed

Automate and expedite key payment and transaction activities and approval processes.

 

Control

Customized workflows and approval processes allow you to control how payments are made.

 

Accuracy

Eliminate duplicate entry and input errors when your bank account information is automatically entered into your accounting system for account reconciliation.

Security

Automated risk controls, approval workflows and audit trails help create a secure and organized payment processing environment.

Our Solutions

AgilLink℠ by Datafaction¹

AgilLink by Datafaction is a cloud-based accounting and bill pay solution created for the entertainment industry and family wealth firms. 

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Book2Bank℠

Provides invoice image capture and payments workflow automation that integrates with your accounting system, simplifying accounts payable and saving time.

 

 

EASI Link™

A banking gateway to integrate your software directly with the bank to retrieve account information and enable efficient payment processing using APIs or file transmission capabilities.

 

EASI Link Connectors

Our connectors embed directly into your NetSuite, Microsoft Dynamics2 or Sage accounting system to send payments and reconcile activity, helping to avoid duplicate entry and providing more control and security. 

Let's get started.

Send us your information and one of our Treasury specialists will contact you to help create a more efficient processing environment. 

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Thanks For Getting In Touch!

A Relationship Manager will be reaching out to you shortly. In the meantime, check out our latest news and insights.

Online Treasury Management

Manage your accounts online with modern technology and powerful digital tools for both small and large businesses.

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Industries We Serve

We don't generalize — we specialize. From entertainment to real estate, we have strategic solutions for unique industry needs.

Insights

The Benefits of Migrating to the Cloud

Moving business infrastructure to the cloud provides numerous benefits, from improving efficiency to enhancing security. While it may seem counterintuitive to save sensitive data in the cloud, multiple layers of protection are in place for greater safety.

How to Protect Your Liquidity

 

Companies that have adequate liquidity on their books have had an easier time than most in weathering the current economic crisis. But the uncertainty caused by the coronavirus pandemic means that it is crucial to secure — and even grow — that cash.

7 Tips for Your Accounts Receivable Collection

Even with steady sales and growth, if your company has continual cash flow issues due to lack of accounts receivable management, that could slow or stop your company's growth.

 

 

1. Datafaction is an RBC company and is an affiliate of City National Bank.

2. Microsoft Dynamics is a registered trademark of Microsoft, Inc.