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Complete your account setup in the dashboard first: default accounting accounts, sync settings and any historical migration. Select any provider accounts that need authorization there.
  1. Authenticate. Create an API key in Settings → API.
  2. Connect a provider. Create a connection, complete its authorization steps, and check its status.
  3. Import transactions. Find the source and start an import. No operation reports the import progress.
  4. Classify transactions. Start classification and check the results. Eligible entries are posted in the same job. Review unresolved items in the dashboard.
  5. Check the books. Retrieve a trial balance for the legal entity and reporting period.
When an agent run needs human review, open its review.review_url in the dashboard. Check the run again after the reviewer completes the decision.