Your data connectivity solution

Open Access is a powerful solution that securely links your Amalgamated Bank accounts in AmalgamatedOnline Treasury Manager® (AOTM) directly to your accounting and enterprise resource planning (ERP) systems like Sage, NetSuite, and other fintech apps. (QuickBooks integration coming soon!)

This embedded tool gives you seamless connectivity and complete control over your financial data. You decide what information is shared and with whom, with the flexibility to manage access at any time.

 

Key benefits

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Manage Access

Control, authorize and remove access to your account data for aggregators & 3rd party providers.
 

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Flexible Connectivity

Link your bank accounts to your accounting or ERP system, removing the need to re-authenticate each time.

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No Enrollment Required

No need for additional paperwork or enrollment fees.

How to connect your account

There is no paperwork required to enroll. Simply follow the connectivity steps shown in the video below, and your organization can securely manage your data sharing with ease.

 

 

Want to learn more? Speak to your Amalgamated Bank representative or visit your nearest Amalgamated branch. 

 

Frequently Asked Questions

Open Access is an embedded enterprise resource planning (ERP) system connectivity solution that allows you to securely access and share your financial data with third-party financial services apps, such as ERPs (including NetSuite and Sage) and emerging FinTech apps. It provides control over what information is shared and the ability to revoke access at any time.

The solution uses Financial Data Exchange (FDX) standardized APIs for secure data sharing. It eliminates the need for you to share login credentials with third-party providers, reducing the risk of fraud and phishing attacks.

The solution does not require any enrollment paperwork, and your online banking admin can control which team members can link your accounts to external systems. 

  • Data Autonomy: You can view, control, authorize, and remove access to their data.
  • Simplified Account Management: Easier access to financial information.
  • Enhanced Security: Reduces the need to share login credentials for each feed.