Back to admin workbenchPractice administration module

Integrations Console

Bank, ATO, e-sign, actuarial, AI and partner credentials.

ModuleIntegrations6 gaps
Check adapterAdd credentials
1

Configure

Credentials

Tenant, role, billing, integration and governance settings are configured from the admin surface.

Bank feeds
  • Configure check adapter
  • Configure add credentials
2

Monitor

Credentials

Credential gaps, SLO alerts, workflow exceptions and access changes are monitored centrally.

ATO and DocuSign e-sign
  • Monitor check adapter
  • Monitor add credentials
3

Govern

Credentials

Audit logs, exports, data boundaries and external-ready gates are controlled before production use.

Provider credentials
  • Govern check adapter
  • Govern add credentials
Module queue

Integrations operating work

ItemOwnerStatusNext action
Check adapterPractice administratorCredentialsResolve external credentials before check adapter can be certified.
Add credentialsPractice administratorCredentialsResolve external credentials before add credentials can be certified.