On October 22, 2025, Truist Financial Corporation announced the launch of Truist One View Connect, an embedded banking solution that integrates with leading ERP platforms. The solution is built in partnership with fintech firm Koxa and offers finance teams a unified, branded experience for payments and cash management directly within NetSuite, Sage Intacct, Workday, and Microsoft Dynamics 365 Business Central.
One View Connect provides advanced treasury workflows, real‑time payments, approvals, and in‑ERP reconciliation and reporting. The platform is currently in pilot with select wholesale clients and will expand to additional customers using supported ERP systems over the coming months.
By embedding banking functions into the ERP environment, Truist aims to reduce manual processing, lower operational risk, and accelerate cash flow for its wholesale clients. The launch positions Truist as a leader in embedded finance and could open new revenue streams from transaction fees and value‑added services.
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