JPMorgan Chase Banking Integration for Fulfil ERP

Overview

Fulfil connects directly to JPMorgan Chase's Open Banking API to automatically import posted transactions from your checking and savings accounts. Transactions import daily and can be automatically categorized using bank rules for faster reconciliation.

Capabilities

• Automatic Transaction Import: Posted transactions from checking and savings accounts import automatically on a daily basis. Pending transactions are excluded to keep your records clean.
• Historical Import: Import historical transactions after a configured cutoff date when you first connect.
• Multi-Account Support: Connect multiple checking and savings accounts through a single integration.
• Bank Rules: Configure rules to automatically categorize transactions based on conditions like description and amount. Automate coding for recurring expenses, transfers, and other common transaction types.
• Reconciliation: Match imported transactions against invoices, payments, and other records in Fulfil for fast, accurate bank reconciliation.

Supported Account Types

• Checking accounts
• Savings accounts

What Gets Imported

Each transaction includes the transaction ID, date, name, description, amount with debit/credit direction, and reference code.

Support

For questions about this integration, contact Fulfil support. For JPMC Developer Portal access, contact your JPMorgan Chase Treasury Management Officer.