Finance &amp; Accounting integrations for AI agents

Connect AI agents directly to your Acumatica ERP. Agents manage vendors, process bills end-to-end, check duplicate entries, retrieve GL account data, and monitor AP balances.

18 actions

Apaleo

Connect AI agents to apaleo, the API-first cloud property management system for hotels. Agents check reservations in and out, cancel or mark them no-show, post charges and payments to folios, raise and settle invoices, and read rate plans, services, and unit availability across properties.

1 trigger 34 actions

Askara

Connect AI agents to Askara, the medical practice platform for French healthcare providers. Agents read and write patient records, manage professional contacts and organizations, and retrieve clinical documents and notes.

5 triggers 21 actions

Aurora Solar

Connect AI agents to Aurora Solar, the design and sales platform for residential and commercial solar. Agents create projects and design requests, generate proposals, apply pricing and financing options, and register the webhook subscriptions Aurora notifies.

37 actions

Axelor

Connect AI agents to an Axelor Open Suite instance, the open source ERP and CRM platform. Agents read and write records across sales, invoicing, projects, and partners, invoke Axelor actions, and inspect model metadata at runtime.

31 actions

Axonaut

Connect AI agents to Axonaut, a French CRM and ERP for small businesses. Agents manage companies and contacts, open opportunities, raise quotations and invoices as independent documents, and read the expenses and finance records behind an account.

Beds24

Connect AI agents to Beds24, a vacation rental channel manager and property management system. Agents create and modify bookings, push availability and rates to connected channels, and reconcile property and account records.

17 actions

Bind ERP

Connect AI agents to Bind ERP, a Mexican cloud ERP for small and medium businesses. Agents raise sales orders and quotes, maintain the product catalog, issue purchase orders, and keep inventory and contact records aligned.

48 actions

BoondManager

Connect AI agents to BoondManager, a French ERP for consulting, staffing, and IT services firms. Agents create candidates, resources, companies, and contacts, open opportunities and positionings, and read the projects, deliveries, orders, and invoices each engagement produces.

36 actions

Channex

Connect AI agents to Channex, a hotel channel manager that syncs availability and rates across booking sites. Agents push rate and availability updates, read bookings as they land, and keep room types and rate plans consistent across channels.

4 triggers 29 actions

Cin7 Core (DEAR)

Connect AI agents to Cin7 Core (formerly DEAR Inventory). Agents check real-time stock availability across warehouses, read and search the product catalog, create sales orders from storefront events, audit purchase orders, and manage customers and suppliers.

Cin7 Omni

Connect AI agents to Cin7 Omni inventory and order management. Agents read products, stock levels, sales and purchase orders, and branches, create sales orders from storefront events, and onboard customers and suppliers as contacts.

coreBOS

Connect AI agents to a self-hosted coreBOS instance, the open source ERP and CRM fork of Vtiger. Agents read and write any module record, resolve relationships between them, and inspect module metadata to work against a customized schema.

14 actions

Dynamics 365 Business Central

Connect AI agents to Dynamics 365 Business Central. Agents manage customers, vendors, and items, create and post sales invoices and orders, record general journal lines, and sync purchase documents across 45 accounting actions.

45 actions

ERPNext

Run generic CRUD, querying, and remote-method calls across every ERPNext (Frappe) DocType, including Customer, Sales Order, Item, Sales Invoice, and any custom DocType.

Exact Online

Connect AI agents to Exact Online, the Dutch cloud ERP and accounting platform. Agents manage CRM accounts and contacts, keep logistics items in step with external catalogs, raise draft sales invoices and orders, and pull general ledger data for reporting and reconciliation.

EZOfficeInventory

Connect AI agents to EZOfficeInventory, an asset tracking and maintenance platform. Agents check assets in and out, reserve them ahead of need, move stock between locations, and raise work orders when maintenance is due.

31 actions

HERO Software

Connect AI agents to HERO Software, a German business platform for craft and trade businesses. Agents convert leads into projects and save documents against a job, then read the calendar, materials, and contact records the crew works from.

Infor M3

Connect AI agents to Infor M3, a tenant-hosted enterprise ERP reached through the Infor ION API gateway. Agents look up customers, items, warehouses, and company data through named read actions, and run any M3 program through a generic MI transaction when a write is needed.

IntegrityNext

Connect AI agents to IntegrityNext, a supply chain sustainability and compliance platform. Agents create carbon assessments, raise EUDR orders and update their products, and read supplier compliance data and due diligence statements.

26 actions

Katana

Connect AI agents to Katana cloud manufacturing. Agents sync products and sales orders from your store, raise manufacturing orders when producible stock runs low, report live inventory and committed stock, and look up materials and customers.

11 actions

Limble CMMS

Connect AI agents to Limble CMMS, maintenance management software. Agents create and update maintenance tasks, track assets and parts across locations, and assign work to the right people.

3 triggers 25 actions

MaintainX

Connect AI agents to MaintainX, the work order and maintenance management platform. Agents open work orders when equipment faults are detected, update and assign them to technicians, manage assets and locations, and read parts inventory and team members.

MFR (Mobile Field Report)

Connect AI agents to MFR (Mobile Field Report), a field service platform from simPlias GmbH. Agents open service requests, schedule appointments, track service objects and parts, and read the reports technicians file.

Microsoft Dynamics 365

Read, create, update, and delete records in any Dataverse table behind Dynamics 365, and run FetchXML queries for aggregations and complex joins.

NetSuite

Bridge your ERP and your AI agents. NetSuite integration gives agents direct access to customers, vendors, invoices, sales orders, payments, and custom SuiteQL queries.

Odoo

A generic ORM client for any Odoo model. Search, read, create, update, and delete records, discover model fields, and call arbitrary methods over Odoo’s External API.

Odyssee Field Service

Connect AI agents to Odyssee Field Service (also branded Wello), field service management software. Agents open and update work orders, dispatch tasks to technicians, manage companies, contacts, and projects, book meetings, and read the article and purchase order records behind a job.

28 actions

OfficeRnD

Connect AI agents to OfficeRnD Flex, the coworking and flexible workspace management platform. Agents onboard members and companies, check them in and out, book space, open memberships and tickets, and read the invoices billing produces.

1 trigger 38 actions

Oracle Fusion Cloud ERP

Connect AI agents to Oracle Fusion Cloud ERP financials and procurement. Agents create AP invoices, suppliers, payments, receivables invoices, and GL journal entries, track purchase orders, requisitions, and expense reports, and reach any other Fusion REST resource through generic advanced actions.

Orderry

Connect AI agents to Orderry, a business management platform for repair shops and field service. Agents open orders and estimates, take bookings and inquiries, raise invoices and transactions, and read the product and service catalog a job draws on.

33 actions

Persat

Connect AI agents to Persat, a field service management platform used across Latin America. Agents dispatch work orders, track technicians and devices, create and track deliveries, and read the digital forms a technician submitted, moving them through their workflow states.

34 actions

Plentific

Connect AI agents to Plentific, a property operations and maintenance platform. Agents raise work orders against a property, dispatch and track tasks, run inspections, and process contractor invoices.

1 trigger 28 actions

Printavo

Connect AI agents to Printavo, shop management software for screen printers and decorators. Agents create quotes and line items, register customers and inquiries, request and record payments, and email customers about status.

45 actions

remberg

Connect AI agents to remberg, a German asset and service management XRM for equipment manufacturers and operators. Agents create assets and parts, open tickets and work orders, approve work requests, and read the forms a technician completed.

61 actions

Rentman

Connect AI agents to Rentman, the rental and event production platform used by AV and staging companies. Agents create projects from requests, maintain the equipment catalog, assign tasks to crew, state crew availability, and read the equipment and crew planned on each project along with their shortages.

33 actions

RepairShopr

Connect AI agents to RepairShopr, the CRM, ticketing, and point of sale platform for repair shops. Agents open tickets against a customer, quote and invoice the work, take payments, and track leads through to the repair.

SAP Business One

Automate SAP Business One through the OData Service Layer. Agents manage business partners and items, run the full sales and purchasing document lifecycle, apply payments, and post journal entries.

2 triggers 104 actions

SAP S/4HANA

Connect AI agents to SAP S/4HANA through its OData v2 API services. Agents read business partners, sales orders, products, and purchase orders, create sales orders with automatic CSRF token handling, and run arbitrary OData queries against any exposed API service.

ServiceM8

Drive ServiceM8 field service work from agent workflows. Agents create jobs from inbound leads, advance them through the quote-to-completed lifecycle, sync clients, and read staff, materials, activities, and job contacts for scheduling and billing.

ServiceTitan

Connect AI agents to ServiceTitan, the field service platform for the trades. Agents create and look up customers, read service locations, monitor jobs and appointments by status for dispatch workflows, and pull invoices for accounting sync.

SingleCase

Connect AI agents to SingleCase, a Czech legal practice management platform. Agents open cases against a client, file documents, track time and expenses, raise quick invoices and mark them sent to accounting, and read the retainers and case messages behind each matter.

61 actions

SuperHote

Connect AI agents to SuperHote, a French short-term and vacation rental management platform. Agents read availability across a host's properties and create reservations and bookings, with no update or cancel exposed, so each write is final.

3 actions

System Obsługi Najmu

Connect AI agents to System Obslugi Najmu, a Polish rental property management platform. Agents create reservations, mark them paid as an irreversible income operation, and look up a tenant's bank account details.

3 actions

Unleashed Software

Read products, stock on hand, customers, suppliers, warehouses, and sales and purchase orders from the Unleashed cloud inventory platform, and create new sales orders.

weclapp

Connect AI agents to weclapp, a cloud ERP and CRM for small and midsize businesses. Agents manage parties and articles, accept quotations into sales orders and raise invoices from them, open opportunities, and read warehouse stock.

1 trigger 27 actions

Zoho Inventory

Automate Zoho Inventory order and stock management. Agents manage items, sales and purchase orders, invoices, payments, packages, and shipments, and monitor low-stock items across warehouses.

8 triggers 110 actions

Accounting

Bleez

Connect AI agents to Bleez, a French cloud accounting and invoicing platform. Agents issue and track invoices, post journal entries, and upload documents into the dossier for processing.

23 actions

Deskera

Run Deskera Books accounting end to end. Agents manage contacts, products, sales invoices, quotations, purchase bills, and payments, post journal entries, and keep the chart of accounts consistent across your finance stack.

35 actions

Dext

Read practice and client data from Dext Precision. Agents pull client rosters with data health scores and alert levels, track bookkeeping activity trends, and reach any Precision endpoint through a generic authenticated call.

4 actions

Fortnox

Connect AI agents to Fortnox, the Swedish cloud accounting platform. Agents create and bookkeep invoices, manage customers, articles, orders, offers, and supplier invoices, and work with vouchers, accounts, and financial years across 39 actions.

39 actions

FreeAgent

Connect AI agents to FreeAgent, the UK cloud accounting platform. Agents create and update contacts, invoices, estimates, bills, and expenses, explain bank transactions for reconciliation, and pull company data for reporting across 45 actions.

45 actions

FreshBooks

Connect AI agents to FreshBooks for invoicing, payments, expenses, and project-based time tracking. Agents manage clients, invoices, estimates, expenses, vendors, bills, projects, and pull reports via OAuth2.

1 trigger 83 actions

Invoice Ninja

Connect AI agents to Invoice Ninja. Agents create clients and issue invoices when a deal closes, record and apply payments, email or mark invoices sent and paid, generate and approve quotes, and sync the product catalog through the Invoice Ninja v5 API on both hosted and self-hosted installs.

22 actions

lexoffice

Connect AI agents to lexoffice, the German SMB accounting platform. Agents manage contacts, create invoices, quotations, credit notes, and dunnings, render document PDFs, record bookkeeping vouchers with file attachments, and register webhook event subscriptions.

38 actions

Peppol E-Invoicing

Send and receive compliant e-invoices over the Peppol network through your certified Access Point provider. Agents transmit invoices and credit notes, track delivery status, poll the inbox for incoming documents, and validate trading partners' Peppol IDs before sending.

QuickBooks Online

Automate your accounting layer. Agents create invoices, record bills, manage vendors and customers, run P&L reports, and sync financial data across systems.

56 actions

Sage Accounting

Connect AI agents to Sage Accounting. Agents create and update contacts, sales and purchase invoices, credit notes, quotes, products, and journals, and read ledger and bank accounts to keep the books current across 49 actions.

49 actions

Sage Intacct

Connect AI agents to Sage Intacct, the cloud financial management and ERP platform. Agents run generic create, read, update, delete, and list operations over 400+ object types, plus dedicated Accounts Payable and Accounts Receivable actions, Cash Management reconciliation, Contracts and Revenue Management lifecycles, and Purchasing approvals through the Sage Intacct REST API.

44 actions

Wave

Connect AI agents to Wave accounting. Agents manage customers and products, create, approve, and send invoices, read chart-of-accounts and transaction data, and run arbitrary GraphQL queries against the Wave API.

18 actions

Xero

Real-time accounting automation with 8 event triggers and 37 actions. Agents react to invoices, payments, and bank transactions the moment they happen.

8 triggers 38 actions

Zoho Books

Automate Zoho Books accounting. Agents manage contacts, invoices, estimates, bills, expenses, and payments, run the order-to-cash and procure-to-pay cycle, and react to accounting events in real time.

13 triggers 65 actions

Zoho Invoice

Automate accounts receivable in Zoho Invoice with AI agents. Agents create and email invoices and estimates, record customer payments, manage customers, items, expenses, and credit notes, void or mark invoices as sent, and pull invoice PDFs into FlowRunner storage.

37 actions

Finance

Anaplan

Connect AI agents to Anaplan, the enterprise planning and FP&A platform. Agents discover workspaces and models, read cell data from saved views, add and update list members, and run and monitor import, export, and process tasks through the Integration API.

18 actions

Avalara AvaTax

Calculate jurisdiction-accurate sales and use tax with Avalara AvaTax. Agents compute tax on multi-line transactions, validate and normalize customer addresses, and look up companies and tax codes before invoices go out.

5 actions

BILL

Automate accounts payable and accounts receivable end-to-end. 7 real-time event triggers fire on bill creation, invoice updates, and payment events. Full CRUD for vendors, bills, customers, and invoices.

7 triggers 24 actions

Binance

Track Binance Spot markets and manage trades. Agents read live prices, 24-hour stats, candlesticks, and order books without a key, and with signed credentials check account balances and place, query, or cancel Spot orders.

Brex

Connect AI agents to Brex corporate cards and spend management. Agents monitor card and cash transactions, issue virtual cards with spend limits, check account balances, and pull expenses into approval and reconciliation workflows.

Brightflag

Connect AI agents to Brightflag, an AI legal spend management platform. Agents open matters and budgets, create and assign allocations, update invoice payment status, and read vendor invoices and accrual configuration.

59 actions

Chargebee

Connect AI agents to Chargebee subscription billing. Agents create customers and item-based subscriptions, issue and collect invoices, run the pause, resume, cancel, and reactivate lifecycle, sync the product catalog, and generate hosted checkout pages through the Chargebee API v2.

28 actions

Coupa

Connect AI agents to Coupa business spend management. Agents read requisitions and purchase orders, create and list supplier invoices, onboard suppliers, and monitor procure-to-pay records by status.

Currency Converter

Convert money between currencies and retrieve published exchange rates, with no account or API key required. Agents normalize multi-currency amounts before they reach an accounting or reporting system.

5 actions

Expensify

Automate expense operations in Expensify. Agents create reports and pre-populate them with expense line items, push transactions in from other systems, export report data as JSON, CSV, or PDF for reconciliation, list policies, and bulk update employees and approval managers.

Interhyp Gruppe

Connect AI agents to the Interhyp Submission API from German mortgage broker Interhyp AG. Agents submit financing applications, send submission commands, read pre-scoring results, and download the documents a submission produced.

31 actions

Invoiced

Run accounts receivable on autopilot with Invoiced. Agents create customers and invoices, record payments, manage estimates, subscriptions, credit notes, plans, and coupons, and read balances to drive dunning and collections across 51 actions.

51 actions

Magic Eden

Connect AI agents to Magic Eden, a multi-chain NFT marketplace. Agents read collection and token data, inspect wallet holdings, and query AMM pool state across supported chains.

20 actions

Navan

Pull corporate travel and expense data out of Navan: agents list and retrieve expense and card transactions, fetch receipts for audit evidence, surface embedded travel booking details, and read custom fields to map spend into accounting systems.

Pigment

Connect AI agents to Pigment, the enterprise business planning and FP&A platform. Agents move data in and out of planning models and read audit logs, so a forecast reflects what the source systems say rather than a stale export.

ProfitWell

Connect AI agents to ProfitWell Metrics by Paddle. Agents read month-over-month and day-by-day MRR, active customers, ARPU, and churn, break a single metric down over time by plan, and push subscription creations, upgrades, migrations, and churn events into manual, API-based ProfitWell accounts.

Ramp

Connect AI agents to the Ramp corporate spend platform. Agents monitor transactions, manage cards and users, sync vendors and bills, and route reimbursement approvals to a human.

3 triggers 21 actions

Recharge

Automate recurring revenue operations in Recharge. Agents create, update, and cancel customer subscriptions, look up upcoming and historical charges for reconciliation and retention workflows, and browse subscription-enabled products.

Recurly

Connect AI agents to Recurly subscription billing. Agents create accounts and subscriptions, cancel plans, and pull invoices and plan catalogs to keep billing operations and revenue reporting in sync.

Solana

Query the Solana blockchain over JSON-RPC. Agents read wallet balances and SPL token holdings, look up transactions and signature history, fetch blockhashes and slots, broadcast pre-signed transactions, and call any other RPC method through an escape hatch.

Splitwise

Connect AI agents to Splitwise, the shared-expense tracker. Agents log expenses with equal splits, manage groups and friends, read running balances, and clean up mistaken entries as part of reconciliation flows.

WHMCS

Connect AI agents to WHMCS, the billing and automation platform for hosting businesses. Agents manage clients, create and pay invoices, place and accept orders, work support tickets, record transactions, and call any other WHMCS API action directly.

22 actions

YNAB

Connect AI agents to YNAB budgets. Agents read budgets, accounts, categories, and payees, and create and update transactions so every dollar gets recorded the moment it moves.

Zuora

Automate subscription billing in Zuora from AI agents. Agents create customer accounts, pull consolidated account summaries with recent invoices and payments, manage subscriptions against the product catalog, browse products, and run ad-hoc ZOQL queries when no dedicated action exists.

Payments

Braintree

Process payments through Braintree, the PayPal-owned gateway. Agents charge vaulted payment methods or client nonces, capture and void authorizations, issue full or partial refunds, and search transactions for reconciliation via the GraphQL API.

Donorbox

Bring Donorbox fundraising data into your workflows. Agents list donations, donors, campaigns, and recurring plans, and log offline gifts so donation data flows into CRMs, spreadsheets, and accounting tools.

5 actions

GoCardless

Connect AI agents to GoCardless bank-to-bank payments. Agents set up Direct Debit mandates, take one-off, recurring, and instalment payments, issue refunds, reconcile payouts, and run hosted or own-page authorisation flows, with six event triggers that react to payment, mandate, subscription, refund, payout, and billing-request activity.

6 triggers 61 actions

Lemon Squeezy

Connect AI agents to Lemon Squeezy, the merchant of record for digital products. Agents read stores, products, orders, subscriptions, and customers, create customer records, cancel subscriptions, and generate hosted checkout URLs for buyers.

Mangopay

Run marketplace payment operations on Mangopay. Agents onboard natural users, create and inspect e-money wallets, move funds between wallets with configurable platform fees, and confirm card or bank-transfer pay-ins have settled before releasing goods.

Mollie

Connect AI agents to Mollie to run the full payment lifecycle: create hosted checkout payments and payment links, issue refunds, track chargebacks, and manage customers, mandates, and subscriptions for recurring billing. Agents also reconcile payouts through balances, settlements, and Mollie fee invoices.

56 actions

Paddle

Connect AI agents to Paddle, the merchant-of-record billing platform for SaaS and digital products. Agents manage products and prices, look up customers and their subscriptions, run the pause, resume, and cancel lifecycle, create transactions and fetch invoice PDFs, manage discount codes, and issue refunds or credits through the Paddle Billing API.

29 actions

PayPal

Connect AI agents to PayPal. Agents create and capture Checkout orders, refund or void payments, draft, send, and track invoices, manage subscriptions across the activate, suspend, and cancel lifecycle, and send batch payouts to many recipients at once across the Checkout, Payments, Invoicing, Billing, and Payouts APIs.

26 actions

Paystack

Accept and reconcile payments across Africa with Paystack. Agents initialize and verify hosted checkout transactions, manage customers and subscription plans, and pay out to bank accounts and mobile-money wallets via transfers.

11 actions

Qonto

Automate finance work on your Qonto business accounts. Agents read organizations and account balances, list and inspect transactions for reconciliation, pull invoice and receipt attachments, and look up beneficiaries, labels, and team members.

Razorpay

Run payments in India end to end with Razorpay. Agents create orders and capture payments, issue refunds, send payment links and UPI QR codes, generate invoices, manage plans and subscriptions, and reconcile settlements across 70 actions.

70 actions

Revolut Business

Connect AI agents to the Revolut Business banking API. Agents look up accounts and multi-currency balances, manage saved recipients, read and cancel transactions, transfer between accounts, make payments, prepare payment drafts, exchange currencies, create payout links, and verify UK recipients, with four triggers that react to transactions and payout-link status.

4 triggers 34 actions

Square

Connect AI agents to Square. Agents charge cards and record payments, issue refunds, create and pay orders, publish invoices, sync catalog and multi-location inventory, manage customers and subscriptions, and reconcile payouts.

58 actions

Stripe

Automate your full revenue cycle. Stripe triggers fire on payment events. Agents process charges, manage subscriptions, issue refunds, and escalate anomalies to your team before they become problems.

1 trigger 67 actions

Tremendous

Send digital rewards through Tremendous: gift cards, prepaid cards, and charitable donations. Agents create and track orders, inspect individual rewards and their redemption status, and reconcile spend across funding sources, products, and campaigns.

Wise