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AI and integrations
Connect the services that own the related business results.
- Bank feeds
- Bank feedsin
- Payments and document delivery
- Payments and document deliveryin and out
- Tax and reporting
- Tax and reportingTaxRates · out
- Agents
- Your agentWorks within the permissions you assign
Bank feeds
- 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.
Unmatched
| Bank Account | Transaction Date | Description | Counterparty | Amount |
|---|---|---|---|---|
| BA-59087 | 07 Sep | Unmatched bt-215 | CNT-680 | 890 |
| BA-37390 | 12 Sep | Unmatched bt-982 | CNT-764 | 390 |
| BA-36197 | 10 Sep | Unmatched bt-969 | CNT-676 | 340 |
| BA-22896 | 06 Sep | Unmatched bt-452 | CNT-746 | 870 |
| BA-98240 | 04 Sep | Unmatched bt-673 | CNT-580 | 770 |
| BA-92657 | 10 Sep | Unmatched bt-523 | CNT-331 | 470 |
Payments and document delivery
- 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
- 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.
How connections are governed
service accounts, audit, pausingUse 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.
The API is one more client of the same interface. Proto configuration guide →
# Example work after configuration
› Show the records that need my review.
› Explain the source of this balance or asset change.
› Prepare the next permitted action and identify its required approval.