Customise iBanFirst to match how you operate
Configure accounts, entities, permissions, and approval workflows around your structure and internal processes.
Your financial setup, your way
Shape your accounts, entities, and visibility to support how your business actually works — across teams, subsidiaries, and banks.
Dedicated accounts in 25 currencies
Create multiple currency accounts — including several in the same currency — to separate payables, receivables, payroll, or entity-specific flows. Set permissions per account so teams get access to what they need and nothing more.
External account balance visibility
Bring your external bank accounts into iBanFirst to see balances in one place. Get a clear view of your cash position across banks and entities without switching platforms.
Delegate, on your terms
Give teams the autonomy to act while keeping validation and oversight exactly where you want them.
Unlimited users with tailored permissions
From creating payments to managing FX or accessing balances in read-only mode, assign permissions with precision so control never becomes shared by default.
Multi-signature approval chains
Create multi-level approval chains across teams or entities, and set thresholds that automatically trigger additional sign-offs before larger payments are executed.
Approval rules enforced by automation
In France, Germany, and Belgium, your multi-level approval rules are automatically applied when processing payments via EBICS or Isabel 6.
Execute batch payments while enforcing internal validation chains, with up to four levels of approval before funds are released.
A partner you can trust
Secure and reliable above all
Frequently asked questions
Can I assign different permissions to different users in iBanFirst?
User access can be tailored based on responsibilities.
For example, one user may create payments without approving them, another may manage currency conversions, and an external accountant or advisor may have read-only access. This ensures delegation does not mean shared control.
Can I set up multi-level approval workflows based on internal policies?
Yes. Approval flows can reflect how decisions are made internally, including layered sign-offs and escalation for higher amounts.
This ensures that larger or more sensitive transactions follow stricter validation paths automatically, without relying on manual oversight.
What is a custom IBAN and how does it reduce payment errors?
In France, iBanFirst allows you to include your company name directly within your IBAN structure.
This makes your payment details immediately recognizable to partners and reduces the risk of funds being sent to the wrong account. A clearly identifiable IBAN adds an additional layer of reassurance before payments are executed.
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iBanFirst is a registered trading name of iBanFirst Limited, registered in England and Wales under company No. 06260585. Registered Office: 6th Floor, 107 Cheapside, London, EC2V 6DN. iBanFirst Limited is authorised by the Financial Conduct Authority (FCA) as an Electronic Money Institution under the Electronic Money Regulations 2011 (FRN: 1001629). The products and services that iBanFirst Limited offers are limited to unregulated spot FX transactions and deliverable forward payment contracts excluded from MiFID or EMIR regulation, as they are intended to cover an underlying future payment for identifiable goods and services.