Integration with banking systems
Development of banking integrations using ISO 20022, Open Banking and PSD2 interfaces where available. Connect financial systems, payment workflows and transaction data with the controls your team needs.
Technology for UK financial services
Technology solutions for the financial sector
Connect financial platforms, banking and company data. MPED delivers systems integration and automation for financial services firms and in-house finance teams that need cleaner data flows, controlled change and more reliable operations.
Banking integrations · Company verification · Document workflows
Your data. Connected workflows.MPED
The systems you work with
BankingERP & accountingCompany dataDocuments & CRM
MPED integration & automation
Data ready for the next step
Connected data, validation and agreed rules
PaymentsVerificationReporting
Financial services systems integration and automation
Where MPED adds value in financial services
The financial sector is evolving quickly under growing regulatory pressure, higher security expectations, and demand for better-connected customer journeys. Financial organisations need a technology partner that can integrate platforms, modernise workflows, and deliver reliable solutions across open banking, AI, and cloud environments.
Automated customer and counterparty verification
Using AI, Companies House API integration and Creditsafe data integration to support onboarding, verification and financial risk review.
Financial document workflow systems
Automation of document workflow processes, such as invoices, contracts or credit approvals. Connect data extraction, validation, approval and updates across enterprise systems.
ERP and accounting integrations
Integration components and data flows for finance platforms. We assess connectivity with systems such as Xero, QuickBooks, Sage and NetSuite, alongside our Comarch ERP integration experience.
Risk management solutions
Implementation of predictive systems analysing creditworthiness and potential risks. Reports and indicators support review by the responsible team, using agreed criteria and data sources.
Cloud and IT security
Implementation and optimisation of systems in Microsoft Azure, with scalability, availability and access controls scoped for your environment. We review applicable data-protection and security requirements with your team.
DataMiner / company verification and onboarding automation
Company verification and financial risk insights in one workflow.
MPED developed DataMiner for automated financial data analysis and verification. It brings together company information, document analysis and reporting, helping your team review counterparties using structured evidence.
- 01
Collect company information
Bring together agreed company records, documents and system data when onboarding a customer or supplier.
- 02
Analyse the evidence
Organise financial information and risk indicators. The agreed checks can flag missing documents, inconsistent records and anomalies.
- 03
Deliver a report for review
Route the report and unresolved checks to your team for review, with integration into your CRM or approval workflow where required.
Banking integration services / ERP / payments
Connect financial systems and streamline payment workflows.
Payment preparation, payroll exports and banking data exchange should not depend on repeatedly entering the same information. We develop banking integrations, ERP extensions and APIs to connect the stages of your financial workflow.
Our integration work covers ISO 20022 payment exports and API connectivity for Open Banking and Revolut. We scope data exchange, access rights and approval rules for the specific bank and platform, including available PSD2 interfaces.
ERP-bank integration and payment reconciliation. We can build a workflow to retrieve transactions through available APIs or files, match them against invoices and accounting records, and route unmatched items to your team. Matching rules, exchange frequency and exception handling are agreed for your bank and ERP.
See the ISO 20022 payment integration case studyIntegration scope
Your ERP. Your bank. Agreed controls.
- Data mapping and validation before handover.
- Payment files or APIs matched to your platforms.
- Error handling, status and operation history.
- Approval and access rules for your organisation.
Build on the systems you already use
Our delivery experience includes Comarch ERP integrations. We assess requirements for platforms such as Xero, QuickBooks, Sage and NetSuite against their available interfaces and your operating model.
Explore Comarch ERP integrationDocuments / CRM / FORGE
Turn financial documents and customer data into completed tasks.
Invoice processing and approval workflow automation with FORGE
FORGE supports document reading, data extraction and tasks across connected systems. Policy controls, human review and an auditable run history help teams manage approvals and exceptions.
Example invoice processing workflow: an invoice arrives by email or PDF, data is extracted and validated, an authorised person approves it, and the record is written to the ERP. Missing data and discrepancies are routed for review, with a history of the steps taken. Integration scope and workflow rules are agreed before implementation.
Workflows can run locally, in the cloud or in a hybrid setup, according to agreed data-handling requirements.
Explore Business AI for financial workflowsMPED CRM connected to financial workflows
Company and contact records, leads, tasks, projects and internal invoices in one environment. Connect customer management with ERP and accounting workflows.
View CRM capabilities
- Company records, price lists and contacts with CSV import.
- Leads with status, source and priority.
- Tasks, events and project management.
- Surveys, campaigns, email and message templates.
- Resource booking and internal invoices with ERP integration.
MPED delivery experience
MPED’s experience in the financial sector
Company and financial-data verification
Integration with Companies House, Creditsafe and external financial-data sources to support business review.
Finance platform integrations
Comarch ERP integration experience and APIs connecting enterprise systems and accounting workflows.
Payroll and payment exports
Development of payroll export add-ons supporting the ISO 20022 standard.
Financial document workflows
Connecting enterprise systems and developing APIs for document and data exchange.
Accounting system extensions
Adaptation for e-invoicing, reporting and finance workflow requirements.
Open banking integrations
API-based connectivity for banking workflows, including Revolut integration.
Company verification / AI
AI Risk Scoring & Company Verification
External data and AI-assisted analysis in a report for review by sales and finance teams.
Read the case studyBanking / integrationISO 20022 payment integration
Payment exports and data exchange between enterprise software and banking systems.
Read the case studyA practical delivery approach
Start with one financial workflow worth improving.
Understand the workflow
Show us your platforms, data and the steps that still require manual work.
Agree the scope
Define integrations, data sources, approval rules and how the result will be assessed.
Deliver and verify
Build the solution and test the agreed scenarios before putting the workflow into use.
Do we need to replace our financial systems?
Not necessarily. We can connect existing platforms, extend a module or automate a specific workflow. We first review your interfaces, data and operating constraints.
What does DataMiner do?
DataMiner is an MPED solution for collecting, analysing and verifying company and financial information. It supports reports and risk indicators for review by your team. Data sources, integrations and report scope are agreed for each implementation.
Can you connect our ERP with banking and payment systems?
We review API and file-based options, including ISO 20022, against your bank and ERP version. The scope includes the required operations, access rights and approval process. Availability depends on the systems and interfaces involved.
How do you approach data protection and financial-sector requirements?
We scope access controls, data handling, deployment and monitoring with your team. Applicable requirements, such as GDPR and relevant FCA or PCI DSS obligations, must be assessed for the specific service. An integration is not in itself a certification or a guarantee of compliance.
Discuss your financial systems integration
Where does your team still transfer data manually?
Tell us which systems you use and what you want to improve. You do not need a finished technical specification. We will review your requirements with you and agree the next step, such as an integration assessment or a scoped development proposal.