Koxa Wants Accounting Teams to Stop Logging Into Bank Portals
Koxa sells banks software that moves treasury portal functions into accounting systems, so finance teams pay suppliers inside ERPs.
Corporate accounting teams that pay suppliers through a bank typically work in two places. Invoices are approved in the ERP, while payments are keyed, approved and released in the bank’s online treasury portal. New York-based Koxa sells software that removes the second step by extending a bank’s treasury portal into the accounting system itself.
The company disclosed an $8.7 million exempt securities offering in a Form D notice filed with the US Securities and Exchange Commission on August 31, 2026. The filing follows a 2022 growth investment led by Crosslink Capital, and Koxa has not publicly announced the new round or named its investors.
Koxa does not sell to finance teams directly. It sells to banks, which offer its Treasury Gateway platform to their commercial clients, often under their own product names. PNC Bank, Regions Bank, Valley Bank and Synovus have launched services built on the platform since 2024, and the company announced a partnership with Hanmi Bank in September 2025.
Those banks describe the problem in similar terms. Regions said its treasury clients previously had to upload financial data into their ERP manually, while Valley pitched its version as an alternative to more expensive legacy file transfer systems.
Koxa replaces those uploads and file transfers with API connections, and the company says accounting teams using its platform can submit, approve and release payments without leaving the ERP. They can also track payment status, reconcile settled payments automatically and pull statements and other reporting data from the same screen. Koxa says the setup gives commercial accounting teams hours back in their day and reduces fraud risk and human error.
Supported systems include Oracle NetSuite, Workday and Sage Intacct. The platform also connects to Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central, and the company has extended it into vertical software through a developer toolkit of drop-in interface components and APIs. Debt management software provider DebtBook was the first vertical provider to offer bank connectivity through Koxa.
Controls sit inside the ERP rather than the bank portal. According to the U.S. Bank partner directory listing for the product, clients can set and enforce payment limits within the accounting system, with an optional secondary approver workflow. When Regions launched its version, the bank said the service included audit controls that log users, IP addresses and time stamps.
PNC introduced PINACLE Connect for Workday in March 2024, giving corporate and commercial clients real-time balance and transaction data and the ability to submit, approve and reconcile payments inside Workday. Regions followed in February 2025 with Regions Embedded ERP Finance, which connects to NetSuite, Workday, Business Central and Sage Intacct. The bank said clients would get real-time account data for managing cash flow, liquidity and forecasts.
Valley Bank launched Valley Connect in September 2025, saying the integration automates otherwise manual tasks and strengthens clients’ internal controls. Synovus launched Gateway ERP in October 2025 for commercial clients managing payments, cash flow and reconciliation.
“Our clients want efficiency, connectivity and trust. By teaming with Koxa, we’re making it possible for businesses to integrate banking directly into their ERP, which simplifies financial operations and deepens client relationships.”
Katherine Weislogel, Executive Vice President and Head of Treasury and Payment Solutions, Synovus
Beyond individual banks, Koxa has partnered with the technology providers that banks already run. In May 2025 the Treasury Gateway went live with Q2 Direct ERP, pre-integrated through Q2’s Innovation Studio so that banks and credit unions on the Q2 digital banking platform can deploy it as a standard integration. Q2 Chief Technology Officer Adam Blue said at the launch that demand for ERP connectivity was rising quickly.
In February 2026, Koxa announced a partnership with Bottomline that lets banks using Bottomline’s Commercial Digital Banking API framework launch ERP banking through their existing connectivity. Bottomline said the arrangement allows its bank clients to avoid the cost and risk of building and maintaining custom API infrastructure. The joint service replaces file-based processes and supports ACH, wire transfers, and business and consumer payments.
“ERP-banking is the new standard for treasury connectivity. Through this partnership, Bottomline’s bank clients can more easily deliver the ERP-banking experience their customers increasingly expect.”
Camellia George, Co-Founder and Chief Technology Officer, Koxa
The company joined the U.S. Bank Connected Partnership Network in October 2025, a marketplace of third-party payment and treasury tools integrated with U.S. Bank systems. At the time, the company said U.S. Bank brought its network to 15 connected banks.
Outside the US, a March 2025 agreement with Montreal-based Flinks made Koxa the preferred large ERP connectivity partner for Flinks’ network of Canadian financial institutions. Flinks said its bank connections would feed Koxa’s platform, adding data fields for reconciliation across Microsoft Dynamics, NetSuite, Workday and Sage. George said the company had long planned to enter the Canadian market.
Conner Mulvee and Camellia George founded the company in 2020. George, the chief technology officer, has been the company’s public voice on its recent bank partnerships.
The 2022 round, announced in February that year, was led by Crosslink Capital. Clocktower Technology Ventures, Fin Capital, Basecamp Fund and This is Water also participated, alongside existing angel investors. The company said then that the platform was integrated with 3 of the top 5 US banks, and that it would use the funding for hiring, additional ERP integrations and new products.
The August Form D covers an exempt offering of $8,664,773 under Regulation D. It follows a run of partnership announcements since early 2025 covering regional lenders, banking software platforms and the Canadian market. George has framed the business around a single premise.
“Koxa’s founding belief is that banking should work where businesses work, inside the internal systems they rely on every day.”
Camellia George, Co-Founder and Chief Technology Officer, Koxa
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