Surfaces
Finance Integrations
Connect and operate bank feeds, accounting systems, and standards interchange without exposing secrets.
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Connection types and detail
Bank feed, accounting system, and standards interchange are distinct connection types. Filters cover type, provider, health, sync state, mapping coverage, owner, and date. Cards/detail disclose status, granted scopes, last/next sync, checkpoint, imported/duplicate/rejected counts, mappings, failures, and permitted actions.
Guided connection lifecycle
Guided add collects connection type/provider and only required configuration. Commands cover connect, test, map accounts, preview/initial import, sync, pause, resume, reauthorize/rotate, edit non-secret settings, and disconnect. Risky changes show impact and current version.
Credentials are encrypted through platform bindings and never returned after write. OAuth/state/signatures are verified server-side. Logs and receipts redact tokens, full account details, and provider bodies. Imported source hashes and idempotency prevent duplicate posting.
Recovery
On revocation, pause, reauthorize, retest, and resume from the canonical checkpoint. On mapping failure, preview impact before remapping. On stale lease, wait or reclaim under policy; do not start competing jobs. On duplicate import, compare source hash and receipt. Provider sandboxes and hosted sync canaries remain release gates.