Ohm Connect links your business bank accounts and your accounting or ERP system to Ohm, your AI treasury assistant. Ask across all of them in plain language, and turn any answer into a scheduled routine. We build every connection for you.
A simple question like "how much of this week's incoming wires is still unreconciled?" usually means logging into every bank, exporting transactions, pulling the ledger out of your accounting system, and stitching it together by hand. Every time. Ohm Connect puts all of those systems behind one assistant, so you ask once and get the answer.
Once your systems are connected, Ohm treats them as one. No tab-switching, no CSV exports, no data team.
Ohm reads your bank and your books together and answers in one go. "Which incoming wires this week are not yet reconciled in Odoo?"
Describe what you need in plain language. Ohm works out which system to read and how to ask it. You do not touch an API or a query language.
Save any question as a scheduled routine. Ohm runs it with all your connected tools and emails you the result: morning cash position, overdue invoices, reconciliation gaps, a weekly sanctions re-screen.
Match incoming wires to invoices across entities and currencies, with SWIFT tracking and correspondent banking data already built into Ohm.
Run sanctions screening and IBAN, SWIFT and UETR validation on outbound payments, drawing on the watchlist and validation tools Ohm already runs.
Ohm reads from Odoo, Xero, NetSuite and the rest, and writes back only where you allow it. Your accountants and auditors still look in the same place.
If it has an API, open banking access, or even just an online portal, we can usually connect it. These are common ones, not the whole list.
Any bank that publishes an API or supports open banking. No API at all? We can often read the bank's own portal for you, so even a bank without developer access can still reach Ohm.
Your ERP, accounting and tax software, from Odoo to enterprise SAP. Ohm fits around your system of record instead of replacing it.
Do not see yours? Tell us in Ohm and our Connect team will research it. If a connection is possible, we will tell you what it takes.
You never write code or read API docs. Tell us what you use, and our Connect team takes it from there, including telling you exactly what to ask your bank.
In Ohm, click "Connect yours" and name your bank, accounting or ERP system. One short form, no technical detail needed.
Our Connect team checks how your system can be connected: a published API, open banking, or its online portal. We confirm what is possible and what stays read-only.
Many banks only switch on API or data access when you, the account holder, request it.
We hand you the precise wording to send your bank or relationship manager, and walk you through any consent screen. You are never left guessing what to say.When credentials are needed, we send a single-use encrypted link. Keys go straight into a sealed vault, never through email or chat, and we request the least access that does the job.
We wire your system into Ohm and verify it end to end against your real data before it goes live. The Connect light turns green, and you can ask Ohm about that system and save any question as a routine.
Anything you can ask Ohm, you can schedule. Ohm runs it on your timetable with every connected tool and sends the result straight to your inbox.
Connecting a system should never feel like handing over the keys and hoping. It does not here.
Credentials go through a single-use encrypted link into a sealed vault. They never travel by email or chat.
We request the least access that does the job. Most connections only read, and we never write back unless you ask us to.
Switch off any system from inside Ohm whenever you want, and its access is revoked straight away.
Ohmyfin runs its own treasury on the same tooling, so the safeguards are the ones we trust with our own access.
Real people set up every connection and answer by email, day and night. You are not handed a developer portal and left to figure it out. Tell us what you use, and we research it, brief you on what to ask your bank, build the integration and stay with you until it is working.
Built for finance teams that run cross-border payments. The Corporate plan includes team seats, higher API limits, and the Connect integrations described on this page.
Any bank that publishes an API or supports open banking. We already work with the likes of Revolut Business, Qonto, Wise, Airwallex, Mercury and Stripe, and we add new ones on request. If your bank has no API, we can often read its online portal for you instead. Tell us what you use and our Connect team confirms what is possible.
Odoo, NetSuite, Xero, QuickBooks Online, Sage, SAP, Zoho Books, Microsoft Dynamics 365 Business Central and FreeAgent are common ones, along with tax and compliance tools. If it has an API or a usable portal, we can usually connect it. Do not see yours? Ask, and we research it.
No. You do not write any code. You tell us what you use, our Connect team builds and tests the connection, and it appears inside Ohm. We also tell you exactly what to ask your bank when the bank needs you to switch something on.
Yes. When access is needed, we send a single-use encrypted link. Keys go straight into a sealed vault and are never sent by email or chat. We request the least access that does the job, most connections are read-only, and you can disconnect any system at any time.
A routine is a question you save so Ohm runs it on a schedule with all your connected tools and emails you the result. For example a morning cash position across every bank, a weekly list of overdue invoices, or a reconciliation gap report.
By default Ohm only reads from your systems. It writes back only where you explicitly allow it, so your accountants and auditors keep looking in the same place. Your system of record stays your system of record.
Ohm Connect is part of the Corporate plan, which is built for finance teams running cross-border payments. It includes team seats, higher API limits and the integrations described here. See the plans.
It depends on the system. A bank with a clean API can be live quickly, while a system that needs a consent flow or portal access takes longer. After we research your system we tell you what to expect, and the Connect team keeps you posted by email until it is live.
Open Ohm, click "Connect yours", and tell us what you use. Our Connect team takes it from there.
Примечание: Ohmyfin provides software and integration services. We are not a licensed financial institution, law firm or auditor. Engage independent counsel for legal, tax or regulated-financial matters, and integrations remain subject to the terms of your bank and software providers and to applicable compliance requirements in the relevant jurisdictions.