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Feature Flash Video

Watch: Automated Bank Data

See how you can automate the flow of bank data into your DebtBook profile in this 2-minute Feature Flash!

DebtBook’s Cash Management application brings real-time banking data directly into your DebtBook profile via a secure API, powered by Koxa. With a quick, user-friendly setup—no IT team required—you can sync your accounts, automate data flow, and ensure your financial data is always accurate and reliable.

In this short video, see how you can use DebtBook to:

  • Securely connect to multiple banks with ease

  • Leverage pre-built integrations designed specifically for DebtBook, eliminating IT involvement

  • Easily set up your connection through an intuitive interface tailored for treasury teams

  • Protect your data at every step, with robust security measures like Zero Trust Architecture, NIST-compliant standards, and SOC 2 compliance

Watch below to see how DebtBook's Cash Management software solution can help treasury teams reach informed cash decisions, faster.

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Disclaimer: DebtBook does not provide professional services or advice. DebtBook has prepared these materials for general informational and educational purposes, which means we have not tailored the information to your specific circumstances. Please consult your professional advisors before taking action based on any information in these materials. Any use of this information is solely at your own risk.