Real-time spend alerts: take control with Fidel API
Swiftask connects to Fidel API to turn every transaction into an actionable alert. Stay informed of every financial movement instantly.
Result:
Gain immediate visibility over your spending and react to anomalies without delay.
AI Agents
fidel api
Connector fidel api · Secure OAuth 2.0
The complexity of financial transaction monitoring
Manual tracking of bank transactions is a source of errors and critical delays. Without an automated system, companies often discover anomalies too late, impacting cash flow and compliance.
Main negative impacts:
Delayed anomaly detection
Processing delays prevent rapid response to unusual spending or billing errors.
Costly manual management
Manual reconciliation consumes valuable resources that could be allocated to strategic tasks.
Increased fraud risk
Lack of real-time monitoring leaves a window of opportunity for undetected fraudulent activities.
The Swiftask and Fidel API integration automates monitoring. As soon as a transaction is processed, your AI agent analyzes it and triggers alerts based on your parameters.
BEFORE / AFTER
What changes with Swiftask
Traditional payment management
Teams wait for month-end reports or manually check statements. Alerts arrive days after the event, making corrective action difficult.
Intelligent supervision with Swiftask
Every transaction via Fidel API is analyzed in real-time. If spending exceeds a threshold or seems suspicious, the AI agent immediately alerts managers via your communication tools.
Setting up your financial monitoring
1
STEP 1 : Fidel API authentication
Connect your Fidel API credentials in Swiftask to authorize secure read access to real-time transaction data.
2
STEP 2 : Threshold configuration
Set business rules: maximum amount, specific spending categories, or unusual frequency.
3
STEP 3 : Alert channel selection
Decide where to receive the alert: Slack, Microsoft Teams, email, or automatic business workflow triggering.
4
STEP 4 : Monitoring activation
Launch the AI agent that will continuously monitor your payment flows without human intervention.
Advanced monitoring capabilities
The agent analyzes amount, merchant, location, and cardholder history to qualify every transaction.
- Target connector: The agent performs the right actions in fidel api based on event context.
- Automated actions: Instant alert dispatch, conditional blocking, logging to a database, creating support tickets for verification.
- Native governance: All alerts are timestamped and logged to ensure a complete audit trail.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-fidel-api@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Major operational benefits
Immediate financial reactivity
Reduce incident response time from days to seconds.
Asset security
Detect suspicious behavior as soon as it appears to limit potential losses.
Simplified compliance
Automatically generate audit logs for your internal control needs.
Process optimization
Eliminate the need for repetitive manual bank statement checks.
No-code agility
Adjust your alert rules in a few clicks without involving your technical teams.
Banking security and data protection
Swiftask applies enterprise-grade security standards for your fidel api automations.
- End-to-end encryption: All data passing between Fidel API and Swiftask is encrypted according to banking standards.
- Restricted access: Only authorized users can configure monitoring rules.
- PCI-DSS compliance: The integration adheres to the strictest payment data processing standards.
- Continuous audit: Every alert and action is tracked for total transparency.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your financial performance
| Metric | Before | After |
|---|---|---|
| Detection time | Several days | Real-time (< 5 seconds) |
| Processing cost | High (manual) | Reduced (-80%) |
| Alert precision | Variable (human) | High (AI rules) |
Take action with fidel api
Gain immediate visibility over your spending and react to anomalies without delay.