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.
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.
Bring bank movements into the same workspace
FOR:EXCHANGE is the bank-connectivity capability, not an EDI service or a foreign-exchange trading tool. Authorize an eligible institution through the bank connection flow and review the accounts it makes available. The workspace shows account context, transaction history and permission information so bank data can support the company's accounting work.
Connect first, choose automation deliberately
Reading account movements and recording their accounting effect are different operations. Automatic posting is selected per account, not silently enabled by connecting a bank. Review imported transactions, their processing status and the resulting financial record where one has been created. Availability and refresh timing depend on the institution and the current bank authorization.
What to know before you start
Coverage is institution-specific; do not assume every bank or country is supported. A bank connection reads data and supports accounting processing, not direct payment initiation from your bank.
Practical questions
Is FOR:EXCHANGE for currency exchange or EDI?
No. It connects bank accounts and supports imported bank-transaction workflows. Currency accounting and external operations integrations are separate capabilities.
Will every movement be recorded automatically?
No. Per-account settings, permissions, subscription rules and the transaction's matching outcome determine what happens.
Continue the workflow
Bank transaction matching
Use counterparty, reference, amount and currency context to match imported movements to supported accounting records, with review states for unresolved cases.
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.
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.