For AI agents: visit https://docs.atlar.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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Welcome
Getting started with Atlar
Key concepts
Platform features
Dashboard
Notifications
Advanced filters
Cash Management
Accounts
Transactions
Balances
Cash Flow
Forecast
Payments
Credit Transfers
Credit Transfer Batches
Direct Debits
Mandates
Expected Transactions
Counterparties
Sweeping Rules
Metadata Keys
Payment Templates
Debt management
Approvals
Pending Approvals
Approval Chains
View Builder
Reports
User Management
Configuring user roles
Inviting users
Transferring ownership
Permissions
Audit Trail
Agents
Settings
Third-party connections
Connection instruction
Organization
Four-Eyes Approvals
Theming
Change request
Entities & Accounts
Account groups
Cash flow setup
Categories & Cash flow structure
Categorization task
Forecasted- and transaction categorization rules
Security
Set Up Production Organization
Resetting your Atlar password
Protecting Your Credentials
Single Sign-On (SSO)
Multi-Factor Authentication (MFA)
Payment information
Payment statuses
Payment Schemes & Account Identifiers
Errors & Return Reasons
Regulatory Reporting
Category Purpose
GETTING STARTED WITH THE API
Setting up a sandbox
Accessing the API
Making your first Payment
API Design
Testbank
Webhooks
Payment Details
Batch Payments & CSV Imports
Migrate from v1 to v2
API Deprecations
ERP
NetSuite
Installing the Atlar Suite App in NetSuite
Importing Bank Details to NetSuite
Using the Bill Payments Page
Using Match Bank Data
Dynamics 365 Business Central
Installing the Atlar app in Business Central
Importing Bank Details
Using the Payment Journal
Using Bank Account Reconciliation
Integrate Atlar into your ERP
SAP
SAP Integration with Atlar
Campfire
Setting up the connection
Accounting Hub
Documents
Reconciliation
Getting Started
Matches
Outstanding
Review & Post
Reconciliation Rules
MCP Server
MCP
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