AI and integrations

• Bank feeds. Configure the authorized bank connection or reviewed statement import. Preserve statement and transaction identities, currency and account scope; repeated feeds cannot create duplicate activity.

• Payments and document delivery. Configure payment-provider outcomes and email/PDF delivery. Bank acceptance, clearance and bounced payments remain distinct from the instruction to pay.

• Tax and reporting. Configure effective tax rates and reviewed exports for the customer’s reporting obligations. An exported workpaper does not establish a filed return or a tax authority’s acknowledgment.

Use scoped credentials held outside business records. Validate provider identity and signed events, record correlation and retry keys, and reconcile uncertain results against the original request. Enable a connection only after its data mappings, permissions and failure handling have been checked. Proto can configure the workflow while the declared business role retains any required approval.