Category
Business Management
Built by
Beam.ai
Retrieve OANDA exchange rates and account records, writing converted values and trade or payment updates into your systems, automating routine currency work while unusual transactions reach a person.
Live currency rate retrieval
OANDA publishes exchange rates across many currency pairs. A Beam agent reads the current rate when a process needs it, such as converting an invoice total or valuing a foreign balance, and applies your approved conversion rule including any spread or rounding you set. It writes the converted amount and the rate used onto the record so the calculation is traceable. When a rate moves beyond a threshold you define between quote and execution, the agent pauses and routes the case to a finance reviewer rather than committing the conversion on its own.
Multi-asset trade record updates
OANDA holds trading account activity across currencies and other assets. A Beam agent reads positions, orders, and fills, then applies your rules to update internal records, align balances, or flag entries for accounting. It writes matched confirmations back so books stay current. Trades that fail to match an expected order, show unusual size, or fall outside your approved instruments route to a treasury or compliance person. The agent handles the routine confirmations you have authorized and leaves judgment calls, like accepting an unexpected fill, to a human every time.
Cross-border payment settlement
OANDA processes corporate and cross-border payments. A Beam agent reads payment status, reference, and settlement details, then applies your rules to update the matching invoice or ledger entry and notify the owner when funds clear. It writes the confirmation and settled amount to the record. Payments that arrive short, in an unexpected currency, or without a clear reference route to an accounts payable person who decides how to apply them. The agent completes the straightforward matches you have approved and escalates anything that would otherwise be booked incorrectly against the wrong account.







