Unified Bank Access Management

Manage and standardize user access across all connected banks and entities.

Used by:

CFO

Controller

Relevant for

Standardize Permissions Across All Banks

Centralized controls ensure every user has consistent, policy-aligned access to accounts—eliminating mismatched permissions across different banking portals.

Reduce Security and Compliance Risk

Clear, centralized visibility into who can access each bank account helps prevent unauthorized activity and strengthens internal controls.

Simplify User Management at Scale

Adding, updating, or removing user access becomes fast and efficient, especially for organizations managing many entities, teams, or bank relationships.

Unified Bank Access Management centralizes user permissions across all connected banks. Teams can define, monitor, and audit access from one platform, improving security, compliance, and administrative efficiency.

Manage user permissions across all bank accounts in one interface

Assign role based or entity specific access aligned with structure

Track permission changes and user activity with a full audit trail

How teams use this feature

Manage and standardize user access across all connected banks and entities.

Onboarding New Finance Team Members

Administrators can quickly grant the right bank access to new hires based on their role or entity, without needing to navigate multiple banking portals.

Revoking Access During Offboarding

When employees leave or change roles, access can be removed instantly across all banks from one place, reducing security risk and ensuring compliance.

Ensuring Segregation of Duties

Teams can enforce strict approval and payment roles—such as separating creators from approvers—by assigning permissions that prevent conflicts of interest and strengthen internal controls.