Finance & Accounting integrations for AI agents

Acumatica

ERP

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.

Askara

ERP

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.

Cin7 Core (DEAR)

ERP

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

ERP

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.

Dynamics 365 Business Central

ERP

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.

ERPNext

ERP

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

ERP

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.

Katana

ERP

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.

MaintainX

ERP

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.

Microsoft Dynamics 365

ERP

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

NetSuite

ERP

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

ERP

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.

Oracle Fusion Cloud ERP

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.

SAP Business One

ERP

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.

SAP S/4HANA

ERP

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

ERP

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

ERP

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.

Unleashed Software

ERP

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

Zoho Inventory

ERP

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.

Deskera

Accounting

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.

Dext

Accounting

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.

Fortnox

Accounting

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.

FreeAgent

Accounting

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.

FreshBooks

Accounting

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.

Invoice Ninja

Accounting

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.

lexoffice

Accounting

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.

Peppol E-Invoicing

Accounting

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

Accounting

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

Sage Accounting

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.

Sage Intacct

Accounting

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.

Wave

Accounting

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.

Xero

Accounting

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

Zoho Books

Accounting

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.

Zoho Invoice

Accounting

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.

Anaplan

Finance

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.

Avalara AvaTax

Finance

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.

BILL

Finance

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.

Binance

Finance

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

Finance

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.

Chargebee

Finance

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.

Coupa

Finance

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

Finance

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.

Expensify

Finance

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.

Invoiced

Finance

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.

Navan

Finance

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.

ProfitWell

Finance

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

Finance

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.

Recharge

Finance

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

Finance

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

Finance

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

Finance

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

Finance

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.

YNAB

Finance

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

Finance

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.

Braintree

Payments

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

Payments

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.

GoCardless

Payments

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.

Lemon Squeezy

Payments

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

Payments

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

Payments

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.

Paddle

Payments

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.

PayPal

Payments

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.

Paystack

Payments

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.

Qonto

Payments

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

Payments

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.

Revolut Business

Payments

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.

Square

Payments

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.

Stripe

Payments

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.

Tremendous

Payments

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

Payments

Connect AI agents to Wise (formerly TransferWise). Agents manage profiles, quote currency conversions at the mid-market rate, create recipient accounts, send and fund international transfers end to end, read multi-currency balances and exchange rates, and track or cancel transfers through the Wise Platform API.