Yavrio Open Banking for Microsoft Dynamics 365 Business Central

What is Yavrio Open Banking?

Yavrio is an open banking and embedded payments solution for Microsoft Dynamics 365 Business Central. It connects bank accounts directly to your ERP system, giving finance teams real-time access to banking data, secure payment processing and automated reconciliation without relying on CSV files or disconnected banking portals.

By bringing live bank feeds, embedded payments, card payments and reconciliation into Microsoft Dynamics 365, Yavrio helps organisations reduce manual work, improve financial visibility and keep banking activity connected to day-to-day finance processes. This gives teams greater control over cash, payments and accounting data within the system they already use.

Who Is Yavrio For?

Yavrio is designed for organisations that want to connect banking, payments and reconciliation directly with Microsoft Dynamics 365 Business Central or Dynamics 365 Finance. It is particularly beneficial for:

Finance teams managing multiple bank accounts

Teams that need real-time visibility of balances and transactions across different bank accounts, without manually importing files or switching between banking portals and ERP systems. Yavrio connects to thousands of banks and accounts globally, helping finance teams bring banking data into one connected environment.

Businesses looking to reduce manual banking processes

Organisations that still rely on CSV files, manual posting or disconnected banking workflows can use Yavrio to bring live bank feeds, payments and reconciliation into Microsoft Dynamics 365. This helps reduce repetitive admin and supports more efficient finance operations.

Companies making domestic or international payments

Businesses that need to process single, bulk, domestic or cross-border payments can manage payments directly within their ERP system, helping keep payment workflows connected to finance data and approval processes.

Organisations wanting faster bank reconciliation

Finance teams that want to reduce the time spent matching transactions can use automated reconciliation to help match banking activity more efficiently and improve accuracy across reconciliation workflows.

Businesses needing secure and compliant bank connectivity

Organisations that need trusted, secure banking connections can benefit from Yavrio’s FCA registration, secure encrypted connections and a compliance-focused approach to bank connectivity.

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.

Key Benefits of Yavrio

Improve visibility of bank data

Connect your bank accounts directly to Microsoft Dynamics 365 and access live banking information from within your ERP system. This helps finance teams work from more current data and maintain clearer visibility of balances, transactions and cash activity.

Reduce manual imports and disconnected processes

Move away from CSV files, manual uploads and separate banking portals by bringing bank feeds, payments and reconciliation into one connected finance environment. This helps reduce administration and supports more consistent financial processes.

Speed up reconciliation

Use automated reconciliation to help match transactions more efficiently and reduce the manual effort involved in bank reconciliation. This supports faster month-end activity and gives finance teams more confidence in their data.

Make payments directly from Microsoft Dynamics 365

Process domestic, bulk and cross-border payments within your ERP system, helping keep payment activity connected to finance workflows and reducing the need to move between separate systems.

Support card payment collection and reconciliation

Collect, settle and reconcile card payments directly inside Microsoft Dynamics 365 Business Central, helping reduce disconnected payout data and manual posting linked to card payment processes.

Strengthen control and security

Use secure bank connections, approval workflows and compliance-focused functionality to help protect financial data and support controlled payment processes. Yavrio highlights FCA registration, encrypted connections and secure banking authentication within its current positioning.

Create a more efficient finance function

By connecting bank feeds, payments and reconciliation with Microsoft Dynamics 365, Yavrio helps finance teams work more efficiently, reduce duplication and keep banking activity aligned with wider financial operations.

Yavrio facilitates domestic and international, single or bulk payments directly in Microsoft Dynamics 365 with BACS, Faster Payments and many other payment rails.

Key Features of Yavrio

Live bank feeds

Connect bank accounts directly to Microsoft Dynamics 365 to bring real-time balances and transactions into your ERP system. This gives finance teams centralised access to banking data and reduces reliance on file imports or separate banking tools.

Automated bank reconciliation

Yavrio supports automated reconciliation by helping match bank transactions more efficiently within Microsoft Dynamics 365. This helps reduce manual entry, improve accuracy and make reconciliation processes easier to manage.

Embedded payments

Make secure payments directly from within Microsoft Dynamics 365, including domestic, bulk and cross-border payments. This keeps payment processing connected to your finance system and helps reduce reliance on external payment portals.

Card payments

Yavrio includes card payment functionality for Microsoft Dynamics 365 Business Central, allowing businesses to collect, settle and reconcile card payments inside the ERP system. This helps keep card payment activity connected with wider finance and reconciliation workflows.

Bank connectivity across global accounts

Yavrio connects with thousands of banks and accounts globally, helping organisations centralise access to banking information and support finance operations across multiple accounts or regions.

Security and compliance

Yavrio uses secure, encrypted bank connections and is FCA registered. The current Synergy page also highlights PSD2 compliance, Cyber Essentials accreditation, bank authentication flows, approval workflows and Confirmation of Payee functionality.

How Yavrio Works with Your Existing System

Yavrio is built inside Microsoft Dynamics 365 Business Central, connecting banking activity directly with your existing ERP environment. This means finance teams can access bank feeds, payments and reconciliation tools without moving between multiple systems.

Bank account data flows into Dynamics 365 in real time, helping teams view transactions, balances and payment activity from within the finance system. This reduces manual importing and supports more accurate, up-to-date financial information across the business.

Yavrio also supports secure payment workflows from within Microsoft Dynamics 365, helping businesses manage payments, approvals and reconciliation in a more joined-up way. By keeping banking processes close to ERP data, finance teams can improve control, reduce duplication and maintain better visibility across cash and payment activity.

Typical Use Cases for Yavrio

Connecting bank feeds directly into Business Central

Finance teams can use Yavrio to bring live bank feeds into Microsoft Dynamics 365 Business Central, giving them direct access to balances and transactions without relying on CSV imports or separate banking portals. This helps keep banking data closer to day-to-day finance processes.

Reducing manual reconciliation work

Yavrio supports automated reconciliation by helping match bank transactions inside Microsoft Dynamics 365. This is useful for finance teams that want to reduce manual matching, improve accuracy and make month-end processes more efficient.

Managing payments from within the ERP system

Businesses can use Yavrio to process domestic, bulk and cross-border payments directly from Microsoft Dynamics 365. This helps keep payment workflows connected to finance data and reduces the need to move between separate payment platforms.

Improving visibility across multiple bank accounts

Organisations managing several accounts or banking relationships can use Yavrio to centralise access to bank information. With connectivity to thousands of banks and accounts globally, finance teams can gain a clearer view of cash activity across the business.

Collecting and reconciling card payments

Yavrio can support businesses that need to collect, settle and reconcile card payments inside Microsoft Dynamics 365 Business Central. This helps reduce disconnected payout data and keeps card payment activity aligned with wider finance and reconciliation processes.

Strengthening payment control and security

Yavrio is useful for organisations that need secure bank connectivity, approval workflows and compliance-focused payment processes. With secure encrypted connections and FCA registration, it helps finance teams manage banking activity with greater control and confidence.

Related Synergy Technology Services or Solutions

Yavrio works within Microsoft Dynamics 365 Business Central, helping organisations connect banking, payments and reconciliation with their wider ERP system.

At Synergy Technology, we support organisations using Microsoft Dynamics 365 Business Central with consultancy, implementation, support and integration services. If you are reviewing your finance processes, looking to reduce manual banking activity or considering open banking within your ERP system, we can help you assess how Yavrio could fit within your existing setup.

We also support businesses with related solutions, including Microsoft Dynamics 365 Business Central, Power Platform, reporting tools and other add-ons that help improve finance automation, visibility and operational efficiency.

See how Synergy Technology helped Leisuretec make the most of Business Central.

Want More Information on Yavrio?

The Synergy Technology team works with organisations across the United Kingdom to deliver connected Microsoft Dynamics 365 solutions that support finance, operations and reporting.

If you would like to learn more about how Yavrio can help connect bank feeds, payments and reconciliation inside Microsoft Dynamics 365 Business Central, our team is here to help.

Call us on 0345 456 0050 or get in touch via our contact page.