Rillet for your voice agent

Rillet is an ERP for automated accounting, revenue recognition, reporting, and close management. It helps finance teams reduce manual work and keep financial operations accurate.

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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 Rillet and paste it on a secure page in Connected apps.
What it reads
68 actions, such as gets API key information, get Current Organization and get Financial Report.
What it changes
106 actions, such as adds members to a customer family, amends a contract and reconciles credit memo applications.
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 174. 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.

Rillet actions

Reads 68

  • Gets API key information
  • Get Current Organization
  • Get Financial Report
  • Gets payment method
  • Returns service health
  • List Accounting Reference Data
  • Lists all approval workflows
  • Lists all charges
  • Lists all contract item usage records
  • Lists all credit memos
  • Lists all customer families
  • Lists all draft contracts
  • Lists payments for a given invoice
  • Lists all invoice payments
  • Lists all metadata definitions
  • Lists all products
  • Lists all reimbursements
  • Lists all vendor credits
  • List Bank Transactions
  • Lists bill payments
  • List Bills
  • Lists close checklist tasks
  • Lists documents attached to a contract
  • List Contracts
44 more
  • Lists the members of a customer family
  • List Customers
  • Lists documents attached to a draft contract
  • Lists documents attached to an invoice
  • List Invoices
  • List Journal Entries
  • Lists documents attached to a manual journal entry
  • Lists organization members
  • Lists reimbursement payments
  • Lists journal entries with reporting currency amounts
  • Lists role assignments
  • Lists roles
  • List Vendors
  • Previews contract amendment
  • Preview the invoice schedule for a contract
  • Retrieves a bank account
  • Retrieves a bank account balance
  • Retrieves a bank transaction
  • Retrieves a bill
  • Retrieves account metadata
  • Retrieves a charge
  • Retrieves a contract
  • Retrieves a credit memo
  • Retrieves a customer
  • Retrieves a customer family
  • Retrieves a draft contract
  • Retrieves a journal entry
  • Retrieves an approval workflow
  • Retrieves an invoice
  • Retrieves a pending invoice creation proposal
  • Retrieves a product
  • Retrieves a reimbursement
  • Retrieves a subsidiary
  • Retrieves a vendor
  • Retrieves a vendor credit
  • Retrieves bill metadata
  • Retrieves cash flow statement report
  • Retrieves contract metadata
  • Retrieves customer metadata
  • Retrieves executive P&L report
  • Retrieves income statement report
  • Retrieves invoice metadata
  • Retrieves last book closed period
  • Retrieves ARR waterfall report

Changes 80

  • Adds members to a customer family
  • Amends a contract
  • Reconciles credit memo applications
  • Applies a vendor credit to bills
  • Updates metadata for multiple accounts
  • Updates metadata for multiple bills
  • Updates metadata for multiple contracts
  • Updates metadata for multiple customers
  • Updates metadata for multiple invoices
  • Completes a close checklist task
  • Creates a bank account
  • Creates a bank transaction
  • Creates a bill
  • Creates a bill payment
  • Create a charge
  • Creates a chart of accounts
  • Creates a contract
  • Creates a credit memo
  • Creates a customer
  • Creates a customer family
  • Creates a draft contract
  • Creates a journal entry
  • Creates an account
  • Creates an invoice
56 more
  • Creates an invoice payment
  • Creates a product
  • Create a reimbursement
  • Creates a reimbursement payment
  • Create an auto-payment setup link
  • Creates a vendor
  • Creates a vendor credit
  • Creates an external reference type
  • Creates a field
  • Creates a field value
  • Ends an open-ended contract
  • Matches two bank transactions as a transfer
  • Matches bank transactions to existing records
  • Matches bank transactions with new quick entries
  • Patches account metadata
  • Patches bill metadata
  • Patches contract metadata
  • Patches customer metadata
  • Patches invoice metadata
  • Refreshes a bundle
  • Renames a customer family
  • Reverses a milestone completion
  • Signs off a close checklist task as reviewer
  • Reports API or MCP bugs and missing features
  • Updates a bank transaction
  • Updates a bill
  • Updates account metadata
  • Updates a close checklist task
  • Updates a credit memo
  • Updates a customer
  • Updates a draft contract
  • Updates a journal entry
  • Records or corrects a milestone completion
  • Updates an approval workflow
  • Updates an invoice
  • Updates an invoice payment
  • Updates a product
  • Updates a vendor
  • Updates a vendor credit
  • Updates bill metadata
  • Updates contract metadata
  • Updates customer metadata
  • Updates a field
  • Updates a field value
  • Updates invoice metadata
  • Updates invoice sent status
  • Updates credit memo taxes
  • Updates invoice taxes
  • Uploads a document to a charge
  • Uploads a document to a contract
  • Uploads a document
  • Uploads a document to a draft contract
  • Uploads a document to an invoice
  • Uploads a document to a manual journal entry
  • Uploads a document to a reimbursement
  • Upserts a usage record

Deletes 26

  • Permanently cancels a pending milestone
  • Deletes a bank account
  • Deletes a bank transaction
  • Deletes a bill
  • Deletes a bill payment
  • Deletes a charge
  • Deletes a contract
  • Deletes a document from a contract
  • Deletes a credit memo
  • Deletes a customer
  • Dissolves a customer family
  • Deletes a draft contract
  • Deletes a document from a draft contract
  • Deletes a journal entry
  • Deletes an invoice
  • Deletes a document from an invoice
  • Deletes an invoice payment
  • Deletes a product
  • Deletes a reimbursement
  • Deletes a reimbursement payment
  • Deletes a usage record
  • Deletes a vendor
  • Deletes a vendor credit
  • Unapplies all credit memo applications
2 more
  • Deletes a field value
  • Removes a member from a customer family

Rillet setup

  1. Pasting a Rillet API key

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

  2. Choosing the actions

    Choose which of the 174 actions the agent may use. Start with lookups and add the ones that change Rillet 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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