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Embat connector for Okou

Read company-scoped treasury, cash balances, transactions, forecasts, accounting and reconciliation data using a manually imported short-lived Embat token.

Sales & operations · Short-lived Bearer Token

Use Embat in Okou

Read Embat treasury and company financial data, including bank balances, transactions, accounting entries, recorded payments, cash-flow forecasts, published scenarios, debt schedules, and reconciliation status.

Once connected, supported Embat actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.

What you can do with Embat

  • Read existing end-of-day account balances without refreshing bank connections.
  • Read existing budget periods and consumption; this provider API is beta.
  • Read chart-of-account records, including inactive accounts.
  • Read custom field definitions and values without changing them.
  • Read file reception and emission metadata across accessible companies, without downloading or submitting files.
  • Read existing debt amortization schedules; this provider API is beta.
  • Read journal entries and their reconciliation state without posting or changing entries.
  • Read existing treasury category classifications.

How the Embat connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect Embat

    Choose Short-lived Bearer Token.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect Embat securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • Short-lived Bearer Token

Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.

What Embat covers

The topics this connector's published operations touch.

  • treasury
  • cash flow
  • reconciliation
  • financial reporting

Embat connector questions

What can Okou do with Embat?
Read company-scoped treasury, cash balances, transactions, forecasts, accounting and reconciliation data using a manually imported short-lived Embat token. Documented actions include: Read existing end-of-day account balances without refreshing bank connections. Read existing budget periods and consumption; this provider API is beta.
How do I connect Embat to Okou?
Connect Embat using Short-lived Bearer Token. The connection controls which supported actions a workflow can use.
Can Embat run in an automated workflow?
Yes. After it is connected, supported Embat actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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