Built for real-world payout workflows.
The EFT Flow Assurance Loop makes every run repeatable and audit-safe. Map -> Match -> Validate -> Export.
Assurance Loop (core workflow)
Choose the columns you already have.
Align vendors to bank details.
Catch issues before export.
Generate the EFT list file (CPA-005).
Capabilities (mapped to outcomes)
These features exist to make payouts fast, accurate, and repeatable.
Convert
Turn your payment export into a bank-ready EFT list file.
- Open-format imports (Excel/CSV)
- Consistent CPA-005 output
Mapping
Works with the report layout you already have.
- Map columns once
- Reuse saved settings every run
Validation-first
Catch missing or invalid details before export.
- Clear conversion summaries
- Less rework under pressure
Vendor database
Keep banking details consistent across runs.
- Import/export vendors
- Edit and update as needed
Local-first security
Sensitive vendor data stays on your machine.
- Encrypted local database
- No cloud conversion
Optional notifications
Vendor notifications are available on paid plans.
- SMTP-based emails
- Disabled in trial
Proof from the real UI
Payments overview for high-volume runs (real UI).
Trial that’s actually useful
Trial mode lets you run the full workflow so you can validate a real bank upload.
- Full preview and validation
- Export limited to 5 vendors (CPA-005 output)
- No credit card required
Guarantees
- 30‑day money‑back guarantee
- 7‑day mapping guarantee or $500 credit
Support is real
EFT Flow is built for reliability and accountability. Support is included, with priority add-ons where offered.