Q2 Holdings, Inc. has announced the launch of Direct ERP, a system designed to close the longstanding gap between banking systems and enterprise resource planning platforms.
It allows banks and credit unions to incorporate core treasury functions directly into commercial clients’ ERP environments, thus streamlining workflows, enhancing visibility and reducing operational friction.
With Direct ERP, businesses can manage payments, access account data, and handle approvals directly within familiar platforms like NetSuite, Workday, Sage Intact, Microsoft Dynamics Business Central, QuickBooks, and Xero.
By integrating banking into these systems, the solution streamlines reconciliation, improves cash flow visibility, reduces manual work, and lowers risk, making it easier for finance teams to stay efficient under pressure.
“Direct ERP enables banking operations within the ERP software experience, automating critical payment and reporting workflows, allowing banks and credit unions to compete for even the largest corporate customers,” said Adam Blue, Q2 Chief Technology Officer.
The platform is powered by partners such as Koxa and Ninth Wave, facilitating connectivity across leading ERP systems.
Manual processes and disconnected systems have long plagued treasury operations, often resulting in delayed, poor user experience and increased overhead. According to Datos insights, 91% of mid-size and large North American businesses consider ERP-based banking capabilities essential, yet most financial institutions are still playing catch-up.
Institutions like Synovus are already leveraging Direct ERP to elevate their treasury services.
“This new solution enhances our integration technology capabilities and transforms how we support them more efficiently,” said Katherine Weislogel, head of treasury and payment solutions at Synovus.
With Direct ERP, Q2 is equipping financial institutions with the tools to stay competitive, meet rising client expectations and modernize how they support commercial banking in today’s rapidly evolving market.
