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From Bank Data to Reconciled Cash
A practical operating model for secure bank statement automation in Microsoft Dynamics 365 Finance.
Discover how finance teams can connect bank data to Dynamics 365 Finance, reduce manual statement handling and strengthen reconciliation controls.
Bank Reconciliation
Control & Compliance
Operational Efficiency
What's Inside This Whitepaper
A step-by-step guide to building a secure, efficient and well-governed bank statement automation operating model.
The Finance Transformation Opportunity
Why bank connectivity should be treated as part of the finance control architecture.
Why Manual Bank Statement Handling Creates Friction
Where downloads, uploads, file handling and reconciliation create avoidable dependencies.
The Bank-to-Dynamics 365 Architecture
How secure retrieval, Dynamics 365 Finance and finance governance work together.
Designing the Operating Journey
From bank statement retrieval through matching, exceptions and reconciliation.
Measuring the Business Impact
What organizations should actually measure instead of making generic automation claims.
Four Principles for Implementation
Standardize. Secure. Operationalize. Govern.
Finance Readiness Questions
The questions to answer before expanding automation.
Brightpoint's Approach
How Brightpoint helps bridge the bank and Dynamics 365 Finance.
From Bank to Reconciled Cash
A secure, automated process that connects your bank data to Microsoft Dynamics 365 Finance.
Bank
Secure connection to your banks
Secure Connectivity
Encryption & compliance
Statement Retrieval
Automated collection of files
Microsoft Dynamics 365 Finance
Data ingestion & processing
Matching & Accounting
Auto-matching & posting
Exception Review
Resolve & validate
Reconciled Cash
Accurate, timely & auditable
Is Your Finance Team Still Moving Bank Data Manually?
Manual processes create delays, risk and operational friction. It's time to modernize.
Manual Downloads
Bank portals, local files and repeated uploads.
Inconsistent Processing
Different banks and formats create different workflows.
Exception Friction
Finance teams spend time finding and resolving issues manually.
Limited Visibility
It can be difficult to see where a statement sits in the process.
Pages
Inside the Whitepaper
Real-world guidance, practical frameworks and clear next steps to help you move from insight to action.
Download the Whitepaper →For Microsoft Dynamics 365 Finance
Bank statement automation works best when it's part of an integrated financial model — combining technology, connectivity and governance.
See the Full Whitepaper →Microsoft Dynamics 365 Finance
Core financial processing, statement processing, matching and reconciliation.
Bank Connectivity
Secure retrieval, scheduling, file identification and controlled delivery.
Finance Operating Model
Ownership, exceptions, controls, evidence and continuous improvement.
Stronger Controls.
Reconciled Cash.
Download the Full Whitepaper
Fill in the form below and get instant access to the whitepaper in your inbox and as a download.
Ready to Assess Your Bank Integration?
Book a 30-minute Bank Integration Readiness Assessment and get expert guidance on your next step.
Book My Assessment →- Banks and accounts
- Statement formats
- Connectivity
- Matching
- Exceptions
- Security
- Audit requirements
- Implementation priorities
bank data into
business value.