WAAC

Systems integration

Integrated Cash Flow Dashboard

Connect banks, ERP and payments into a single dashboard with real-time cash flow visibility and projections.

Companies relying on spreadsheets to manage cash flow often face delays, inconsistencies and outdated insights. An integrated dashboard consolidates financial data into a single, reliable view, connecting banks, ERP systems and payment platforms to support faster and more informed decisions.

Benefits for your business

  • Unified cash flow visibility with centralized inflows, outflows and balances
  • Automated updates reducing reliance on manual consolidation
  • Financial predictability based on payables and receivables
  • Reduced operational errors caused by manual reporting
  • Multi-source integration across banks, ERP and payment platforms
  • Faster decision-making with real-time financial indicators

How WAAC delivers

The process starts with mapping financial data sources such as bank accounts, ERP, billing systems and payment gateways. Then, we define the integration architecture using APIs, structured files or connectors.

We define key metrics including balances, cash flow trends, projections and transaction breakdowns. Data modeling ensures consistency and reliability.

The dashboard is developed with clear visualization and automatic updates, followed by validation with your finance team to ensure alignment with operational needs.

Use cases

Businesses with multiple bank accounts needing consolidated financial visibility.

Companies managing high transaction volumes through payment platforms and requiring accurate receivables tracking.

Finance leaders preparing reports for decision-making without manual consolidation.

Frequently asked questions

How to build a cash flow dashboard?

It starts with identifying data sources and structuring key financial metrics such as inflows, outflows and projections.

How to integrate banks and ERP?

Integration can be done via APIs, structured files or connectors depending on your systems.

Can the dashboard forecast future balances?

Yes, based on structured payables and receivables data.

Can data be updated in real time?

Updates can be automated depending on integration frequency.

Can payment platforms be integrated?

Yes, gateways and payment systems can be connected for full visibility.

Does it replace financial management?

No, it enhances visibility and supports better decisions.

If you want to structure an integrated financial dashboard, the next step is requesting a diagnostic to define the best approach for your operation.

Frequently asked questions

How to build a cash flow dashboard?

Start by mapping financial data sources and structuring key indicators such as inflows, outflows and projections.

How to integrate banks and ERP?

Integration can be done using APIs, structured files or connectors based on your systems.

Can the dashboard forecast future balances?

Yes, if structured payables and receivables data are available.

Can data be updated in real time?

Updates can be automated in real time or at defined intervals depending on integration.

Can payment platforms be integrated?

Yes, payment systems and gateways can be connected to the dashboard.

Does it replace financial management?

No, it complements financial management by improving visibility and analysis.

Is your business facing any of these challenges?

  • •Cash flow information is spread across banks, ERP systems and payment platforms.
  • •Finance teams rely on spreadsheets and manual reconciliation to consolidate financial data.
  • •Executives make decisions based on delayed or inconsistent financial reports.
  • •There is no single source of truth for balances, payables, receivables and cash flow projections.

The cost of maintaining disconnected financial data

  • •Manual consolidation increases operational costs, consumes valuable time and introduces unnecessary errors.
  • •Without real-time financial visibility, forecasting becomes less accurate and strategic decisions carry greater risk.

The WAAC transformation

Before

Financial information is scattered across multiple systems and spreadsheets.

After

Banks, ERP and payment platforms are connected into a single financial dashboard.

Before

Cash flow analysis depends on manual reporting and repetitive reconciliation.

After

Financial data is automatically synchronized and continuously updated.

Before

Forecasts require time-consuming spreadsheet analysis.

After

Cash flow projections are generated using structured payables and receivables data.

Before

Management teams wait for reports before making decisions.

After

Real-time financial indicators support faster and more confident decision-making.

How our solution works

1

Financial Assessment

We identify bank accounts, ERP systems, payment gateways and every financial data source involved in your operation.

2

Integration Architecture

Our team designs the optimal integration strategy using APIs, structured files, connectors or custom middleware.

3

Dashboard Development

We build a custom financial dashboard focused on operational clarity, performance and executive decision-making.

4

Validation & Deployment

The solution is validated with your finance team before controlled deployment and continuous optimization.

Business benefits

Unified financial visibility

Centralize balances, inflows, outflows, payables and receivables into one reliable dashboard.

Lower operational costs

Reduce manual reconciliation and eliminate repetitive financial reporting activities.

Better financial forecasting

Generate reliable cash flow projections using structured financial information.

Faster executive decisions

Access updated financial indicators whenever strategic decisions need to be made.

Scalable integration platform

Easily connect additional banks, ERP systems and financial platforms as your business grows.

WAAC vs. traditional financial reporting

Feature / DifferentiatorWAAC approach
Automated integrationsReplace manual data consolidation with secure integrations across financial systems.
Single financial viewAccess all financial indicators from one centralized dashboard instead of multiple spreadsheets.
Continuous updatesKeep financial information synchronized automatically instead of relying on periodic manual reports.
Custom-built solutionEvery dashboard is designed around your business processes, KPIs and operational requirements.

Integrations with your ecosystem

ERPBanksPayment GatewaysFinancial SystemsREST APIsWebhooksCRMMicrosoft SQL ServerPostgreSQLOracleMySQL

Why choose WAAC?

  • Specialists in financial systems integration and enterprise dashboard development.
  • Experience integrating banks, ERP platforms, payment gateways and corporate financial systems.
  • Secure, scalable architectures designed for reliability and long-term performance.
  • Business-focused consulting aligned with operational efficiency and financial intelligence.

Expected business outcomes

24/7

Continuous access to consolidated financial information.

Near Real-Time

Automatic financial updates based on your integration architecture.

Higher Efficiency

Significantly reduce time spent on manual financial consolidation.

Scalable

Architecture designed to support new financial institutions, systems and business growth.

Our implementation methodology

1

Discovery

Map financial data sources, integration opportunities and business objectives.

2

Architecture Design

Define integrations, KPIs, business rules and the financial data model.

3

Development

Build the custom dashboard and all required financial integrations.

4

Validation

Perform functional testing, financial validation and controlled deployment.

5

Continuous Evolution

Expand the platform with new integrations, dashboards and business indicators as your operation grows.

Frequently Asked Questions

Can multiple banks be connected to the same dashboard?

Yes. WAAC can consolidate financial data from multiple banking institutions into a single dashboard, depending on available integration capabilities.

Can the dashboard integrate with our existing ERP?

Yes. We build custom integrations using APIs, connectors or other technologies compatible with your ERP environment.

Can the dashboard forecast future cash flow?

Yes. Forecasts are generated using structured payables, receivables and other financial planning data.

Are financial indicators updated in real time?

Yes. Depending on your infrastructure, updates can occur in real time or according to scheduled synchronization intervals.

Can the solution evolve as our company grows?

Absolutely. The architecture is designed to support additional banks, financial systems, integrations and business requirements over time.

Turn your cash flow into a strategic decision-making platform

Request a technical assessment from WAAC and discover how to connect banks, ERP systems and payment platforms into a secure, scalable and fully integrated financial dashboard.

Request a Free Assessment

Solution line

Systems integration