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

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.

10 actions

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.

7 actions

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.

27 actions

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.

9 actions

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

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.

12 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

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

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 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

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

Finance

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

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

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.

8 actions

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

Payments

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

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

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

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

Wise