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SolutionsEFT-O-Matic - Email ACH Notice from Financial Edge
   

Finally, the entire EFT process is electonic!

A plug-in for the Financial Edge to ease the EFT notification process by automatically emailing customized payment notifications to each payee.

 

  • Create e-mail templates using the built-in WYSIWYG editor
  • Process payments by date range, number, or payment query
  • Preview your e-mails before they are sent to your payees
  • Track notification history with actions on the vendor record
  • Manage your entire EFT process from within the Financial Edge
  • No complicated exports, no mail merges, no email programs
  • Add or update vendor e-mail addresses on-the-fly
  • Send notification to multiple e-mail addresses for any payee
  • Automate the vendor pre-notification process

 

 

Click here to watch a video demonstration of EFT-O-Matic 

 
  
  User Feedback

"EFT-O-Matic was easy to set up and very easy to use afterwards. It has saved us time and resources since implementing the software. Thanks for a great product."

-Anne C.
Vermont Student Assistance Corp.

 

"Not only will EFT-O-Matic save us thousands of dollars in postage and labor every year, it frees up time to focus on our core mission."

-Sunday H..
United Way of Central Maryland.

 
  
  Demonstration:

To schedule a free EFT-O-Matic demo, please contact us today at

info@palmettotech.com.

Or, if you would like to watch a pre-recorded demo, please visit this page.
  
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