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Daily retrieval: authorise once, then up to 90 days of peace.

After you authorise it, WorkOrderAgent fetches your account transactions automatically for up to 90 days (PSD2 exemption). When the authorisation expires, the system reminds you by email.

Try it free for 20 days All banking features
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The cycle in the background

You take care of your orders. The transactions arrive on their own.

  1. Authorise onceYou authorise account retrieval with your bank.
  2. Fetch dailyWorkOrderAgent fetches the transactions automatically, and bank reconciliation matches them to invoices, suppliers and instalments.
  3. Reminded in timeWhen the authorisation expires, you get an email and authorise again.

Related

Account transactions that arrive on their own

Try WorkOrderAgent free for 20 days, with no contract commitment.

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