When agentOS is connected to a Calmony account, the system is able to see the bank account details of the person making a payment. This makes it possible to automatically match incoming payments to the correct person in agentOS, rather than linking them manually.
There are two auto-processing options available, both of which are configured in the bank settings within agentOS.
Configuring auto link / post
To set this up, go to your bank account in agentOS and open the bank edit action. In the Bank Reconciliation section, you will find the Auto Link / Post dropdown. The available options are:
- Don't auto link based on bank details — No automatic matching. All entries must be linked manually.
- Auto link to matching bank details — newest person — agentOS will automatically link incoming payments to the most recently added person whose saved bank details match the payment. The entry is linked but not posted, so you can review it before confirming.
- Auto link to matching bank details and Post — agentOS will automatically link and post the entry in one step, with no manual intervention required.
Select the option that suits your workflow and click Save.
Which option should I choose?
If you want to retain visibility over reconciliation before entries are finalised, choose the auto link option. This highlights matched entries for review before posting. If you are confident in the matching and want to fully automate the process, the auto link and post option will handle everything without requiring manual review.
For help configuring this setting, contact support@calmony.co.