Finmei for your voice agent

Finmei is an invoicing tool that simplifies billing, invoice management, and expense tracking. Ideal for automating and organizing your business finances in one place.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Finmei and paste it on a secure page in Connected apps.
What it reads
13 actions, such as download Expense File, download Invoice PDF and get Expense by ID.
What it changes
11 actions, such as create Expense, create Invoice and update Customer.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 24. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Finmei actions

Reads 13

  • Download Expense File
  • Download Invoice PDF
  • Get Expense by ID
  • Get Invoice by ID
  • Get Payment
  • Get Product by ID
  • Get Profile
  • List Currencies
  • List Customers
  • List Expenses
  • List Invoices
  • List Payments
  • List Products

Changes 7

  • Create Expense
  • Create Invoice
  • Update Customer
  • Update Expense
  • Update Expense File
  • Update Invoice
  • Update Product

Deletes 4

  • Delete Customer
  • Delete Invoice
  • Delete Payment
  • Delete Product

Finmei setup

  1. Pasting a Finmei API key

    Create an API key in Finmei, choose Finmei in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 24 actions the agent may use. Start with lookups and add the ones that change Finmei when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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