Modern Treasury connector for Okou
Connect Modern Treasury to read and manage payments, ledgers, accounts, counterparties, invoices, and financial operations through its REST API.
Sales & operations · Organization ID and API Key
Use Modern Treasury in Okou
Modern Treasury REST API for treasury operations, payment orders, ledgers, accounts, counterparties, invoices, reconciliation, and financial records.
Once connected, supported Modern Treasury 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 Modern Treasury
- Read API reachability and authentication, including list and detail responses.
- Read counterparties and their account details, including list and detail responses.
- Read expected payments and reconciliation state, including list and detail responses.
- Read documents and document metadata, including list and detail responses.
- Read ledgers, including list and detail responses.
- Validate routing numbers without changing provider state.
- Create or update counterparties and collect account details; collection can contact external banking networks and is never default-allowed.
- Create or update expected payments and reconciliation state; these operations change Modern Treasury state and are never default-allowed.
How the Modern Treasury connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Modern Treasury
Choose Organization ID and API Key.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Modern Treasury securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Organization ID and API Key
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.
Modern Treasury connector questions
- What can Okou do with Modern Treasury?
- Connect Modern Treasury to read and manage payments, ledgers, accounts, counterparties, invoices, and financial operations through its REST API. Documented actions include: Read API reachability and authentication, including list and detail responses. Read counterparties and their account details, including list and detail responses.
- How do I connect Modern Treasury to Okou?
- Connect Modern Treasury using Organization ID and API Key. The connection controls which supported actions a workflow can use.
- Can Modern Treasury run in an automated workflow?
- Yes. After it is connected, supported Modern Treasury actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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