Wells Fargo
Banking
Pull deposits and remittance detail from Wells Fargo to match cash to invoices.
BankingChase + Modern
Modern reads deposits and remittance detail from your Chase accounts and matches each payment to open invoices, so cash is applied without anyone keying it in.
Capabilities
What Modern does with Chase
Read deposits, ACH and wire receipts from the Chase accounts you choose.- Capture remittance detail and match each payment to the right open invoices.
- Route short payments and unidentified cash for review instead of guessing.
- Pass approved matches to your ERP for posting, with every match logged.
Setup guide
How setup works
- 1
Connect Chase
Your treasury team authorizes a bank connection to the Chase accounts you choose, through an API or a scheduled SFTP file feed. Access is limited to the accounts and data you select.
- 2
Map your receivables
Modern maps receipts and remittance formats to your customers and open invoices, and you set the rules for exceptions such as short-pays and unidentified cash.
- 3
Go live in days
Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.
Security
Only the access it needs
Modern connects to Chase with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.
FAQs
Chase integration FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Through a bank connection or a scheduled file feed that your team authorizes. Modern reads deposit and remittance detail from the Chase accounts you choose, and access is limited to those accounts.
Yes. Modern matches each Chase receipt to open invoices and posts applied cash to your ERP under your approval rules. Exceptions such as short-pays or unidentified cash are routed for review, and every match is logged.
Yes. Modern can read from Chase alongside your other banks and payment providers, so every receipt lands in one place for matching.
Banking
Related integrations
Citi
Banking
Read receipts from Citi accounts and match them to open invoices automatically.
YOUR NEXT STEP
See Modern work with Chase
Walk through your receivables with our team and see how Modern would work with your Chase setup.
- Connects to Chase, nothing replaced
- Checks in before new steps
- Live in days, with cash flowing