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Neopay and Site.pro Partnership: Automated Transfer of Banking Data into Accounting

Digitalization is transforming financial management processes — companies increasingly seek to automate routine accounting tasks, reduce manual work, and access real-time financial data.
Phoenix Baker
Product Manager
Lana Steiner
Product Designer
Drew Cano
Frontend Engineer
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Partners: Neopay and Site.pro
Solution: AISP (Account Information Service) integration
Market: Small and Medium-Sized Businesses

Digitalization is transforming financial management processes — companies increasingly seek to automate routine accounting tasks, reduce manual work, and access real-time financial data. In response to these needs, Neopay and Site.pro have established a direct partnership, resulting in an integrated solution that enables automated retrieval of bank account data directly into the Site.pro accounting system.

The partnership ensures not only technical compatibility, but also long-term product support, security, and scalability.

Challenge

Many Site.pro clients faced recurring operational challenges:

  • Bank statements were downloaded and imported manually.

  • Data from different banks had to be processed separately.

  • Manual data entry increased the risk of errors.

  • Financial information was often delayed, making real-time cash flow monitoring difficult.

  • As transaction volumes grew, the administrative workload for finance teams increased.

Site.pro needed a reliable and secure solution to automate the collection of banking data without requiring additional actions from users.

Solution

Neopay became the official open banking partner of Site.pro and integrated AISP functionality directly into the Site.pro accounting software.

Integration capabilities include:

  • Automatic retrieval of bank account statements from major Lithuanian and European banks.

  • Direct data synchronization with Site.pro without file imports.

  • Data access granted only with user consent, in compliance with PSD2 requirements.

  • Stable API connectivity and joint technical support.

  • Infrastructure prepared for further product development and international expansion.

  • User activation completed directly within the Site.pro system by authorizing secure access to their bank.

Site.pro Representative Comment

“Our goal was to offer clients a solution that genuinely simplifies everyday accounting. The partnership with Neopay allowed us to integrate automatic bank data retrieval directly into the Site.pro accounting software, reduce manual work, and ensure consistent data updates. This is a solution that creates tangible value for both small and growing businesses.”

Filip Borcov, Site.pro Representative

Results

Following implementation, the following results were observed:

  • Significantly reduced bank statement processing time.

  • Fewer manual errors.

  • Bank data is updated automatically and consistently.

  • Improved cash flow visibility and reporting accuracy.

  • Increased attractiveness of the Site.pro product for customers.

The solution has become an important part of Site.pro’s functional expansion, enabling a higher level of automation for the market.

Business Value

The Neopay and Site.pro solution enables businesses to:

  • Optimize accounting processes and reduce administrative costs.

  • Ensure high levels of data security and regulatory compliance.

  • Make faster financial decisions based on up-to-date data.

  • Easily scale the solution as the business grows.

Ready to automate your accounting processes?

Discover how the Neopay and Site.pro solution can help reduce manual work, improve financial data accuracy, and optimize daily operations.
Contact us for a demo or a personalized offer.

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