Integrations · Business banking

Connect iBanFirst to Well

Read iBanFirst wallets, financial movements, and beneficiaries into Well over its WSSE-authenticated MCP server. A cross-currency transfer arrives as a converted line that keeps both sides, so multi-currency activity reconciles without redoing the foreign-exchange math.

Connect iBanFirstSee what Well does

What Well pulls from iBanFirst

iBanFirst feeds FX transfer, counterparty, wire into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke iBanFirst’s access.

From iBanFirst	In Well	Relation
FX transfer	Currency-converted line	Becomes
Counterparty	Vendor	Resolves to
Wire	Outgoing transfer	Categorizes as

Sync mode: incremental polling
Refresh: scheduled
Direction: iBanFirst → Well

4 triggers from iBanFirst.

When an iBanFirst wallet is read
Pulls each iBanFirst wallet the workspace holds with its currency and balance.
Trigger·Account
When a financial movement posts in iBanFirst
Captures debit and credit movements across all iBanFirst wallets with value date and counterparty.
Trigger·Transaction
When an iBanFirst beneficiary is read
Pulls the external beneficiary bank account so the counterparty IBAN can be matched to a payment instrument.
Trigger·Payment method
When an iBanFirst document is available
Picks up downloadable iBanFirst documents such as account statements and RIBs.
Trigger·Document

What Well does with your iBanFirst connection

Connect

Connect iBanFirst over WSSE: you give Well your iBanFirst username and secret, which it stores encrypted at rest and never returns in responses.

Sync

Well brings FX transfer, counterparty, and wire in from iBanFirst on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.

Enrich

Well resolves each iBanFirst entity into currency-converted line, vendor, and outgoing transfer, assigns categories, and links every record to an audit trail across the rest of your connected tools.

Available

Your data from iBanFirst lands in the workspace as currency-converted line, vendor, and outgoing transfer you can search, chart, and automate.

Questions iBanFirst unlocks

Ask in plain language. Well answers from your connected iBanFirst connection, resolved against the rest of your stack.

Ask Well

Ask anything about your iBanFirst connection

Summarise this month

What needs attention?

Find unmatched records

Ask about your iBanFirst connection…

36 agent skills run on iBanFirst.

Each one answers a question from live iBanFirst data. The required ones return nothing until a source like it is connected.

Needs a source like iBanFirst

Runway

Know how many months of cash you have at your current burn, with both sides of the division shown.

Runway Stress Test

See how long your cash lasts if a customer pays late, leaves, or you hire.

Cash position

Know how much cash you hold right now, with the accounts counted and the ones left out both stated.

Cost structure

See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.

Money leak finder

Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.

Secure Payroll

Know if payroll is safe, and which vendor bills to push if it is not.

Payment and invoice lookup

Find what payment settled an invoice, or catch every payment that never got one.

Burn rate

Know what you spend in an average month over a window you can see, with the months that carried no spend counted.

Cash forecast

See the settled month-end cash series and where the line goes from the last complete month.

Cash flow bridge

See how the month moved from opening cash to closing cash, with whatever does not reconcile named as its own step.

Missing supplier invoices

See which suppliers owe you paperwork, in each of your files, for a month, a quarter or this week.

Assign missing invoices

Put a name on every settled expense that still has no invoice.

Missing invoice sweep

Walk the whole month-end sweep in one prompt.

Close the books

Drive the month-end close from open to sent to your accounting tool.

Accounting review

Work through your open accounting items by category.

Categorize your suppliers

Close the category gaps behind your spend before you close a month.

Board pack

The board numbers in one pass, each with its scope and its window stated.

Optimize Supplier Prices

See what you paid a supplier, how its price moved, and get the negotiation email drafted.

Subscription spend

See what each scheduled supplier costs a month and a year, how it moved, and where your workspaces can save.

Subscription actions

Act on a subscription you name or pick by number from a list: cancel, renegotiate or contest a double debit.

Personal spending

See what you spent on one category, such as groceries, this month and how that compares to a usual month.

Unposted and blocked

See what in a month has not reached the ledger, and which pile each item sits in.

Check bank and books

Compare your bank with your books, list the gaps, and re-run what missed rows.

Answers better with iBanFirst

FX exposure

See how much of your cash and receivables sit outside your reporting currency.

Missing receipts

Find the bills with no paperwork attached, before an auditor does.

Invoice fetching agents

See exactly which agents would run, before any of them does.

Convert currencies

Turn mixed currencies into one number you can actually audit.

Compose a board

The measures you name, arranged on one board that stores the question rather than the answer.

Call and claim

Claim a refund or a compensation with the evidence in hand, and know what to say when you call.

Money back

Find money owed back to you: refunds, credit notes, VAT credits, double debits, then unpaid customer invoices.

Employer cost

Read a month of payslips, or each of several months, and state, per person, gross pay plus the employee deductions and the employer charges the payslip printed, then list the payroll related bills paid from the bank that no payslip carries.

Check contractor status

For each supplier that looks like a freelancer, read the purchase invoices, the payment rail and any contract Well holds, and state the facts a requalification question turns on, next to the papers your country expects you to keep.

Uses iBanFirst when it is there

Import a statement

Drop a statement you already have, and get its transactions as records.

Connects and checks iBanFirst

Check your connections

See what is connected, what is syncing, and what is missing.

Build your context graph

Connect your AI apps and your tools, then see your business as one context graph.

Connect your bank

Get the bank feed in, and confirm it is really live.

Browse all skills

Connect iBanFirst in three steps

01
Provide your iBanFirst WSSE credential
iBanFirst authenticates with a WSSE credential, not an OAuth redirect. Open iBanFirst in Well's Connections panel and enter the username and secret iBanFirst issues you. Well validates them against your wallets through the Well-hosted iBanFirst MCP server and the connection goes live once they check out.
- AuthWSSE (username + secret)
- TransportWell-hosted MCP
- Validationchecked against /api/wallets
02
Map your entities
Well reads your wallets, the financial movements across them, the external bank accounts you pay, and the supporting documents, mapping a wallet to an account, a movement to a transaction, and a foreign-exchange transfer to a currency-converted line that keeps both sides.
- Mappingpreconfigured by Well
03
Use the data
Use it to reconcile multi-currency transfers against the settled amount, table beneficiaries for a wallet, or ask an agent what moved through an account last month. The connection is read-only, so iBanFirst stays the live banking surface.
- First syncstarts as soon as connect completes

The credential is held encrypted and never shown back. Existing movement history backfills in the background after the first connect.

How iBanFirst stays secure with Well

iBanFirst uses a WSSE credential rather than an OAuth redirect: you supply a username and secret that Well validates against your wallets through the Well-hosted iBanFirst MCP server. The secret is encrypted at rest, never logged, and never returned. Access is read-only over your wallets and movements, and rotating the secret on iBanFirst's side cuts off the old credential at once.

WSSEEncrypted at restGDPR compliant

Read the full privacy and security policy

Scopes Well requests

Read iBanFirst records
Resources the iBanFirst MCP server exposes, scoped by the username and secret you paste into Well.
granted
Resolve FX transfer, counterparty, and wire across your stack
Match identifiers in iBanFirst against the same entities your other connected tools expose, so each record carries cross-tool context.
granted
Modify or delete iBanFirst records
Not granted; iBanFirst is read-only in Well. Write-back is opt-in per connector when a write surface exists.
refused
Read API keys from iBanFirst's settings
Well only sees the keys you paste in. The keys never leave Well's secret store back to iBanFirst's admin surface.
refused

Disconnect any time from Well settings or iBanFirst’s admin panel.

Frequently asked questions about iBanFirst and Well

How do I connect iBanFirst to Well?

iBanFirst authenticates with a WSSE credential rather than an OAuth redirect. In Well's Connections panel, open iBanFirst and provide the username and secret iBanFirst issues you; Well validates them against your wallets through the Well-hosted iBanFirst MCP server and the connection goes live once they check out. The secret is held encrypted and never shown back.

What does Well read from an iBanFirst account?

iBanFirst is a multi-currency and foreign-exchange provider, so Well reads your wallets, the financial movements across them, the external bank accounts you pay, and the supporting documents. A wallet becomes an account in the workspace, a movement becomes a transaction, an external bank account becomes a payment means, and each document is kept as the audit attachment for the transfer it belongs to.

How does Well make sense of a cross-currency transfer from iBanFirst?

A foreign-exchange transfer arrives as a currency-converted line that keeps both the sent and the received side, so a EUR-to-USD payment shows the conversion rather than a single flattened figure. The counterparty on the transfer resolves to the vendor it represents, and an outgoing wire is categorised as the outbound transfer it is, which lets the workspace reconcile against the settled amount in either currency.

Can I see beneficiaries and movement history for a wallet?

Yes. Each wallet carries its movements and the external bank accounts it has paid, so a question like which beneficiaries a wallet has sent to, or what moved through it last month, answers from the workspace. Every movement keeps its iBanFirst identifier and the document behind it, so a converted line always traces back to the original transfer record.

How does fresh iBanFirst activity reach Well?

Well reads wallets and financial movements through the iBanFirst MCP connection and folds new movements in as they settle, with the first connect pulling existing history in the background. iBanFirst stays the live banking surface; Well keeps a queryable copy so multi-currency balances and transfers sit alongside the rest of your financial records.

What happens to iBanFirst data when I disconnect?

Disconnect iBanFirst in Well and Well stops reading through the MCP server immediately; rotating the WSSE secret on iBanFirst's side guarantees the old credential can no longer be used. The wallets, movements, and documents already read stay in your workspace for reporting, and you can ask Support to purge them if your compliance flow requires it.

Ready to connect iBanFirst?

Connect once. Every FX transfer, counterparty, wire from iBanFirst becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.

Connect iBanFirstTalk to us