Connect a bank
Financial data, what it is used for, and who can see it.
Where enabled for your workspace, Foreman can connect to your bank so financial reporting works from real figures rather than what someone typed into a spreadsheet.
Steps
- Open Finance → Bank connections (needs finance access, which is owner/admin by default).
- Connect through the guided flow and complete your bank's authorization.
- Wait for the first sync.
- Check the overview reflects reality.
You're done when the finance overview matches your actual balances.
Who can see it
Financial data is gated behind its own capability, and members do not get it by default — it is treated as being as sensitive as billing. Grant it deliberately.
Statements
You can also upload statements directly where a connection is not available or not wanted.
Gotchas
- Read-only. Connecting a bank lets Foreman read transactions. It does not move money, and no agent can.
- The whole Finance section may be off for your workspace. If you do not see it, it is not enabled rather than broken.