Rho

Connect Rho to let Milo read banking activity for the account you authorize. A useful request identifies the account, reporting period and output, rather than asking for an unexplained balance or total.

Provide read-only access

In Rho, create an API access token with read-only permissions. In Milo, open Connections → Rho and enter that token in the connection form. Use a credential issued for the account whose activity you want Milo to read.

If access is rejected, check the token's permissions or expiry in Rho and update the connection. Do not paste the key into the conversation when asking for help.

Try a transaction review

List last week's transactions for the named operating account. Group them by counterparty and flag entries that need my review. Include the currency and say whether the returned list is complete.

A report should identify its date range and source. Where several accounts or currencies exist, request separate totals unless you have supplied an explicit conversion method.

What remains outside the connection

Rho is a read-only banking connection. It does not authorize Milo to move money or pay a recipient. The provider determines which accounts and transaction history the token can access.

Use the current Rho record to confirm a time-sensitive balance. Disconnect or replace the token when the authorized access changes.