Software Integrations
Sunwest partners with leading accounting, ERP, AR/AP and payment processing software to provide seamless integrations for our clients. These integrations enable our clients to manage, generate and reconcile their banking and payment transactions more efficiently, allowing entrepreneurs to spend more time on the key components of their business and less time on banking.
Our software integration experience began by servicing the HOA and Commercial Property Management industries , two industries on the forefront of bank technology integration. We are a leading provider to these industries because of our robust technology stack and have since applied this expertise to many other verticals that Sunwest Bank specializes in, offering much needed efficiency and innovation to our clients’ banking relationships.
Please complete the form for new integrations information
These are just a few examples of how Sunwest provides the sophistication of the large banks with the service of a community bank. If you are interested in one of the technology integrations listed below or would like us to integrate with a specific software platform, please reach out to your relationship manager or complete the submission form on this page.
Account Balances
Transactions
Account Reconciliation
Account Statements
Lockbox Posting File
Lockbox Validation File
AR Check Images
AP Check Images
Account to Account Transfers
ACH File Submission
Account Balances
Transactions
Account Reconciliation
Account Statements
Lockbox Posting File
Lockbox Validation File
AR Check Images
AP Check Images
Account Balances
Transactions
Account Reconciliation
Account Statements
Lockbox Posting File
Lockbox Validation File
AR Check Images
AP Check Images
Account Balances
Transactions
Account Reconciliation
Account Statements
Lockbox Posting File
Lockbox Validation File
AR Check Images
AP Check Images
Account Balances
Transactions
Account Reconciliation
Account Statements
Lockbox Posting File
Lockbox Validation File
AR Check Images
AP Check Images
Account to Account Transfers
ACH File Submission
Feature Descriptions
Account Balances: Previous day ending balance provided next business day.
Transactions: Previous day transaction file provided next business day.
Account Reconciliation: Transactions with matching information, such as dollar amount, check number, and date range are reconciled within software.
Account Statements: Monthly account statements.
Lockbox Posting Files: Files sent to partner from Bank containing homeowner payments.
Lockbox Validation Files: Daily data file sent from partner to the Bank, providing information on which homeowners accounts are eligible to accept payments.
Accounts Receivable(AR) Check Images: Images for homeowner accounts payments processed through Sunwest Bank lockbox.
Accounts Payable(AP) Check Images: Images for checks paid through Bank Accounts.
Account to Account Transfers: Transfers between Sunwest Bank accounts with common ownership.
ACH File Submission: NACHA formatted file sent from your selected partner to Bank. Transactions may include, account transfers, vendor payments and entries for homeowner payments.
Payment Processing Integration
We offer a full suite of payment processing solutions.
