Employee's salary movement

The list shows each connected account — bank, account, provider, status, consent deadline and when the statement last arrived — with search, filters, views and export. At the top, three warnings that do not wait for you to look: Open Finance not yet enabled (no contract with the aggregator), consents expiring soon and connections that already stopped bringing statements.

New opens Link connection: choose the company account, enter the aggregator item and use Search item accounts to pick the account instead of typing it — a credit account links to the card and an investment account to the investment. The consent validity is provisional: the bank reports the real one at the first sync.

What arrives via Open Finance lands in the statement exactly as an OFX file would: same deduplication, same rule-based matching, same auto-settlement. Reconciliation can't tell the difference — and that's on purpose, because a second entry path would duplicate the rules and the two versions would drift apart over time.

It just stops bringing in statements. The screen still opens, reconciliation still works, and the cash position becomes the one from the last sync looking current — whoever operates reads that as "there was no movement at the bank". That's why the warning arrives 30, 15 and 7 days in advance, and why the "Consent" column is in this list.

The platform warns you, but you're the one who authorizes, inside the bank's app. The same goes the other way: the Revoke button here stops collection on our side and does NOT cancel the sharing in the Open Finance directory — that step is also done in the bank's app.

Revoking applies to future collection. Statements already imported remain, because deleting them would undo closed reconciliations and change figures of a closed month.

Turning on Open Finance for real requires a commercial contract and credentials with an aggregator. Until that exists, registering the connection works and syncing waits, stating the reason. Nothing here pretends to be connected.

Revoking (on the row, on the record or by deleting) stops sync from visiting the connection; the statement already imported remains, because deleting it would undo closed reconciliations. The revocation is local: to end sharing at the bank, also revoke it in your bank’s app. A saved link is not edited — revoke it and link again.

So that the bank statement and balance arrive on their own, without anyone downloading an OFX file — and so you can see, in one place, until when each bank has authorized that transfer.