Is Rockton Connect right for your business?

Rockton Connect is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a Rockton Connect demo, technical support, product or pricing information or to simply to compare Rockton Connect with competitive options? Quickly get answers and the information you need.

With Rockton Connect, you won’t have to. You can import all of your transactions from almost any financial institution – while you sleep. And if that’s not enough, you can utilize workflows in Microsoft Dynamics CRM to create all kinds of automated processes to save you even more time.

Key Benefits

  • Import daily banking and credit card transactions - Rockton Connect has the built-in ability to securely sync your bank and credit card accounts directly with your accounting system. All transactions are automatically downloaded with no additional effort from you. Reconciling your accounts will be more efficient, accurate, and did we mention automated?
  • Setup workflows to automate manual processes - Since Rockton Connect is fully integrated into Microsoft Dynamics CRM, you can take advantage of workflows to let your technology do the work for you. Once you’ve downloaded your transactions, you can automate what needs to happen next like creating a vendor charge or a purchase order, triggering an alert, sending customer reminders, or marking an invoice paid. It’s like magic.
  • Real-time visibility of financial performance - All this automation provides critical improvements in efficiency and accuracy, but it also provides you with a real-time view of your company’s performance. Instead of it taking a month (or longer) to see how your business is doing, you’ll be able to monitor your financial situation every single day. Not only will you be able to identify potential issues before they happen, you’ll be able to make more proactive and informed decisions.

Other Applications

The following applications are designed to work hand-in-hand with Treasury Management:

"Treasury Management" is part of the Rockton Connect line of products, developed by Rockton Software.