Overview

FinConnect is an open banking and business data platform that links bank accounts, CRM records, and ERP systems through a single connection. With the Brivex integration, card program data flows into the rest of your business systems, and verified customer and account information flows back to Brivex. Teams no longer have to maintain separate integrations for each tool, and data stays consistent wherever it is used.

Key Benefits

Card programs rarely operate in isolation. FinConnect keeps customer records, account data, and card activity in sync, so sales, finance, and operations teams all work from the same information.

• Two-way sync between Brivex, CRM, and ERP systems

• Open banking account verification for faster onboarding

• Card activity visible on customer and account records

• One connection instead of several custom integrations

Ideal For

FinConnect is built for businesses that want card data connected to every system that depends on it. It is particularly useful when customer data lives in several systems and needs to stay aligned with card program activity.

• Fintechs onboarding customers with verified bank data.

• B2B platforms showing card activity in their CRM.

• Companies consolidating financial data across tools.

How It Works

Connect FinConnect in Brivex and select the systems you want to link. FinConnect maps Brivex cardholders and transactions to records in your CRM and ERP, while verified bank account data is used to speed up onboarding and funding. Field mappings can be adjusted at any time, and sync logs show exactly what changed and when.

• Faster Onboarding – Verified bank data reduces manual checks for new customers.

• Connected Records – Card activity appears wherever your teams already work.