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FISPAN

ERP-integrated embedded banking platform

Website

Overview

Company Does Not Provide H-1B Sponsorship

FISPAN provides embedded banking software that puts banking services directly into enterprise resource planning (ERP) and accounting systems. Its cloud platform connects banks with corporate clients to automate accounts payable and accounts receivable, enable real-time payments, and improve cash management. Clients access the service via a subscription, with possible transaction-based fees for certain features. Unlike standalone fintech or bank portals, FISPAN differentiates itself through native ERP integration and open-banking API connections that let corporate treasurers, CFOs, and financial institutions run finance operations inside their existing systems. The company aims to help enterprises streamline financial processes, accelerate payments, and optimize cash flow, with North America as its core market and potential for global expansion.

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About FISPAN

Simplify's Rating
Why FISPAN is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsEnterprise SoftwareFintechFinancial Services

Company Size

201-500

Company Stage

Series B

Total Funding

$69.9M

Headquarters

Vancouver, Canada

Founded

2016

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Simplify's take

What believers are saying

  • June 2025 Series B raised $30 million from Canapi Ventures for expansion and hiring.
  • October 2026 TD Workday rollout and November 2026 Wells Fargo AFP panel validate momentum.
  • September 2026 and 2026 release notes added AI-assisted finance, vendor approvals, and positive pay.

What critics are saying

  • Banks control distribution; Wells Fargo, TD, and others can internalize FISPAN's functionality by 2027.
  • Open banking APIs commoditize ERP feeds, squeezing pricing and forcing costly feature races.
  • If a major bank partner deserts FISPAN, revenue concentration and credibility collapse quickly.

What makes FISPAN unique

  • FISPAN embeds banking inside ERPs, eliminating portal-hopping for treasury teams in 2026.
  • It powers Wells Fargo Vantage Connect and TD Workday integrations, proving bank-grade distribution.
  • The platform spans 18 bank partners, 6,500+ clients, and $200 billion payments volume.

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Funding

Total Funding

$69.9M

Below

Industry Average

Funded Over

8 Rounds

Series B funding is typically for startups that have proven their business model and need more funding to expand rapidly—often by entering new markets or adding more products. Investors are usually venture capital firms that specialize in later-stage investments.
Series B Funding Comparison
Below Average

Industry standards

$35M
$30M
$45M
$65M
$100M

Benefits

  • Health Insurance
  • Dental Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Paid Vacation
  • Paid Sick Leave
  • Flexible Work Hours
  • Parenthood Top-Up

Growth & Insights and Company News

6 month growth

-1%

1 year growth

0%

2 year growth

2%
Newswire
Nov 3rd, 2026
MEDIA ADVISORY - Wells Fargo, FISPAN, and Prime International to Present at AFP 2026 on the Future of Treasury.

MEDIA ADVISORY - Wells Fargo, FISPAN, and Prime International to Present at AFP 2026 on the Future of Treasury. Nov 03, 2026, 09:11 ET Financial Industry leaders to share on the Payments Stage in Las Vegas how ERP-integrated banking drives automation, real-time visibility, and operational scale VANCOUVER, BC, Nov. 3, 2026 /CNW/ - Financial and treasury leaders from Wells Fargo, FISPAN, and Prime International, LLC will convene at the AFP 2026 Conference to present an executive panel session on the core challenges facing today's CFOs. The panel will explore how embedded banking transitions organizations from fragmented workflows to operational transformation, enabling them to scale without adding headcount. Event overview WHAT: The live session is titled "The Future of Treasury: Banking Within Your Workflow." It will share how middle-market companies are replacing multi-system manual workflows with embedded ERP banking solutions. Offering a unique dual perspective that pairs hands-on practitioner experience with broader banking and market insights, the discussion will focus on how Wells Fargo Vantage(R) Connect (powered by FISPAN) integrates directly into enterprise resource planning (ERP) environments. The technology enables treasury professionals to execute payments, track cash visibility, and automate reconciliation directly within their primary workflow. Key discussion points will include: * Eliminating workflow fragmentation: How embedded banking connects banking capabilities directly to ERP systems, overcoming the friction of portal-hopping and disconnected banking feeds. * Quantifiable operational wins: Real-world impact from Prime International, including compressing daily reconciliation tasks from hours down to minutes and reducing manual data entry risks. * Embedded security & controls: Maintaining internal controls, dual authorizations, and security guardrails within native ERP environments to mitigate operational and fraud risks. * The next phase of finance: How continuous, real-time data exchange sets the groundwork for AI tools and dynamic capital management in corporate treasury operations. When: Monday, November 9, 2026 at 1:00 PM PST Who: The session brings together key leaders across banking, fintech, and corporate treasury-featuring insights from Wells Fargo, FISPAN, and Prime International, LLC: * Chris Harris - Managing Director, Head of API & Embedded Finance, Wells Fargo * Matt Liechty - CFO, Prime International, LLC * Lisa Shields - Founder & CEO, FISPAN (Moderator) Where: AFP Payments Stage (Booth #1601), AFP 2026 Conference, Las Vegas, NV On-site media opportunities Executive interviews: Limited one-on-one interview slots are available immediately following the panel. Advance booking with media contact Heidi King ([email protected]) is strongly encouraged. Solution demonstrations: Visit the FISPAN Booth (#971) in the exhibit hall for live walkthroughs of ERP-embedded banking capabilities. About FISPAN FISPAN is the industry leader in embedded banking connectivity, partnering with financial institutions to seamlessly integrate commercial banking services into clients' ERPs. This native embedding allows finance teams to pay suppliers, collect payments, reconcile cash, and manage risk directly in their accounting system without extra apps or third-party settlement accounts. Powering the world's largest banks, FISPAN serves 18 bank partners and 6,500+ mid-market clients, facilitating over $200 billion in annual payment volume across 66,000+ connected accounts. SOURCE FISPAN MEDIA CONTACT: Heidi King, FISPAN, [email protected], (604) 200-2406

PR Newswire
Jun 3rd, 2025
FISPAN Raises $30M Series B to Accelerate Embedded Banking Innovation for Mid-Market Businesses

VANCOUVER, BC, June 3, 2025 /PRNewswire/ - FISPAN, the industry leader in embedded ERP banking solutions, announced today that it has closed $30 million USD in Series B funding led by fintech and enterprise software investment firm Canapi Ventures.

Investors Hangout
Jun 3rd, 2025
FISPAN Secures $30M for Banking Transformation

FISPAN has raised $30 million in Series B funding led by Canapi Ventures to enhance its embedded banking solutions and expand market reach. The investment will support product development, market expansion, and talent acquisition. FISPAN integrates banking services into ERP systems, improving financial workflows, automation, and accuracy for mid-market businesses. Tom Davis from Canapi Ventures will join FISPAN's board to support strategic growth initiatives.

FISPAN
Feb 13th, 2025
The Power of Partnerships: How Banks & Fintechs Are Shaping the Future of Financial Services

At AFP 2024, FISPAN's Senior Vice President of Revenue, Zack Manning, joined Mathew Obergfoll, Head of Middle Market at Wells Fargo for Global Treasury Management, on the Treasury Takeaways podcast to discuss a topic at the forefront of financial services: innovation and collaboration between banks and fintechs.

PYMNTS
Dec 6th, 2023
Jpm Chase Names J.P. Jolly Head Of Commercial Banking Payments Solutions

JPMorgan Chase has named Hubert J.P. Jolly the new head of payments solutions for its commercial banking business.Jolly is co-head of global corporate and eCommerce sales at J.P. Morgan Payments, the company said in a Tuesday (Dec. 5) press release emailed to PYMNTS.In his new role, Jolly will help deliver JPMorgan Chase Commercial Banking’s payments, liquidity and account solutions to clients, according to the release.“In this role, J.P. and his team will be focused on identifying, developing and commercializing integrated payments solutions for its clients, including high-growth startups, midsize businesses, government entities, not-for-profit organizations, large corporations and commercial real estate investors, developers and owners,” the release said.Before joining JPMorgan Chase in 2020, Jolly was head of treasury services for Bank of America’s commercial bank, per the release.In his new role, he will report to Doug Petno, CEO of Commercial Banking, and have accountability to Takis Georgakopoulos, global head of payments, according to the release.“We’re excited about the opportunities ahead and look forward to continuing to build momentum under J.P.’s leadership,” Petno and Georgakopoulos said in a joint statement.Commercial banking is primed to refashion commercial payments and make them more user friendly by helping businesses of all sizes scale more easily by deepening their ties to the connected economy, Sam Yen, chief innovation officer for Commercial Banking at JPMorgan Chase, told PYMNTS in an interview posted in November 2022.“Technology is not as scary as it once was,” Yen said, noting that while businesses are more open to new ideas today than in the past, it’s also important for financial institutions and their clients not to get too hung up on the details of payment modalities or the hardware and software aspects, which are just “instruments and tools.”PYMNTS Intelligence has found that corporate banking clients are becoming increasingly demanding when it comes to getting advanced digital tools and support from their financial institutions.Whether it’s a small to medium-sized business (SMB) or a large corporation, business leaders have cranked up their acceptance of and need for digitization across their empires, according to the “Next-Gen Commercial Banking Tracker®,” a PYMNTS and FISPAN collaboration

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