Bank permission and renewal
See bank permission status and renew access on the existing account, keeping consent expiry separate from transaction import and recovery progress.
These guides describe the shared FOR:CEO company engine. FOR:AGENT uses MCP for supported operations; examples involving browser forms refer to the included FOR:CEO human workspace. Check live capabilities and authorization before an agent runs a task.
An enabled connection is not proof of fresh data
Bank permission can expire even while the account remains visible in the workspace. Review the consent status, expiry and latest import information rather than assuming that a recent refresh attempt proves new transactions arrived. Existing imported movements remain available for review while access renewal or upstream recovery is pending.
Renew the same account instead of creating another
Use the account's Renew access workflow when permission needs attention. The authorized user completes the bank's approval flow, which may open outside the embedded window. The workspace checks that the existing account's permission advanced. Renewed access and completed transaction recovery are different outcomes, so both need to be checked.
What to know before you start
The account holder must approve with the bank. The assistant cannot authorize on your behalf, and recreating an account is not the normal renewal workflow.
Practical questions
Should I delete and reconnect an expired account?
Use the existing account's renewal action where offered. It is designed to preserve the account identity and history.
Does successful consent renewal mean all missing transactions arrived?
No. Check the separate import and recovery state after the permission has been renewed.
Continue the workflow
Bank connections
Connect eligible US and European bank accounts, read imported movements and choose how each account participates in the accounting workflow with FOR:EXCHANGE.
Bank transaction matching
Use counterparty, reference, amount and currency context to match imported movements to supported accounting records, with review states for unresolved cases.
Cross-border bank accounts
Use the supported regional connection choice for eligible US or European bank accounts while keeping each account's currency and company context explicit.