Integrations

• Banking provider. Submit an authorized instruction and retain the provider instruction reference; receive confirmation or settlement evidence before treating the effect as confirmed.
• Provider account opening. Send an approved application and retain the provider application identifier. The provider’s grant of authority controls completion.
• Provider statements and balances. Import source-identified movements and dated account snapshots for reconciliation.
• Identity service. Link People to Users and maintain organization membership so preparers, approvers and auditors have the intended access.

Agree authentication, allowed organizations and provider identifiers with each owner. Keep a stable operation key when an external request is retried. A timeout is an uncertain outcome; check the provider and local evidence before sending or closing another action. Preserve source event IDs on imported movements and confirmation evidence. Test a duplicate message and a cross-organization record before live use.

Plan the first cycle.