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Yavrio

Banking

Yavrio is the ultimate banking integration for Microsoft Dynamics 365, offering real-time
visibility of banking data, secure transactions, and automated financial workflows
across 14,000+ banks and account worldwide.

ABOUT THIS PARTNER

Solutions and Benefits:
1. Live Bank Feeds:
Direct API connections to over 14,000 banks and accounts globally to show real time
balances and transactions inside Microsoft Dynamics 365.
Centralised visibility across all accounts removing the need for CSVs or third-party
tools, empowering businesses to take control of their finances and make smarter,
faster decisions.
2. Automated reconciliation:
Yavrio’s magic bank rec automatically matches your transactions for an enhanced
reconciliation process reducing errors, manual entry and saving you time.
Instant transaction imports into reconciliation journals with zero files and zero
configuration needed.
There are no limits on use- run as many bank reconciliations as you like all for the same
price.
3. Embedded payments:
Yavrio facilitates domestic and international, single or bulk payments directly in
Microsoft Dynamics 365 with BACS, Faster Payments and many other payment rails.
Track, manage and automate recurring collection through Yavrio’s Direct Debit
Management System.
4. Enterprise-grade security and compliance:
Yavrio is FCA registered, PSD2 compliant and Cyber Essentials accredited.
Yavrio integrates directly with your bank’s authentication flow for secure processing,
enables flexible approval flows for enhanced authorisation and has Confirmation of
Payee built in to prevent fraud.
5. Efficiency:
Yavrio is a lightning-fast plug-and-play application which can be set up in under 7
minutes with zero hassle or training needed.
Yavrio provides increased efficiency without compromising security with centralised
access implemented directly into Microsoft Dynamics 365.

LINKS

BEST FIT SCENARIOS

  • Companies struggling with manual bank reconciliations, disconnected banking tools, or delayed cash visibility

  • Finance teams needing real-time bank balances and transactions directly inside Microsoft Dynamics 365

  • Organizations processing high volumes of payments, recurring collections, or multi-account banking activity

  • Businesses wanting faster, more secure banking automation without complex setup, custom development, or third-party workarounds

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