Finmo for your voice agent

Finmo is a business payments platform for collections, payouts, wallets, FX, virtual accounts, and transaction management. It helps teams move money faster while managing multi-currency operations in one place.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

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 Finmo and paste it on a secure page in Connected apps.
What it reads
13 actions, such as get Payin Method Requirements, get Payment and get Payout Method Requirements.
What it changes
6 actions, such as create Customer, create Payin and create Payout.
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 19. 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.

Finmo actions

Reads 13

  • Get Payin Method Requirements
  • Get Payment
  • Get Payout Method Requirements
  • Get Wallet
  • List Customers
  • List Payin Methods
  • List Payins
  • List Payout Beneficiaries
  • List Payout Methods
  • List Payouts
  • List Refunds
  • List Transactions
  • List Wallets

Changes 6

  • Create Customer
  • Create Payin
  • Create Payout
  • Create Payout Beneficiary
  • Create Refund
  • Transfer Wallet Funds

Finmo setup

  1. Pasting a Finmo API key

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

  2. Choosing the actions

    Choose which of the 19 actions the agent may use. Start with lookups and add the ones that change Finmo 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.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

Get startedSee it answer a call