Workflow Automation
Connect Finmei to Your AI Agents
Enable your Wkil agents to create invoices, log expenses, and check payment status through a secure Finmei integration.
Authentication: API key
What you can do
- Create and retrieve customer invoices
- Log business expenses
- Track recorded payments
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
24 verified tools
Create Invoice
Create a new customer invoice.
Get Invoice by ID
Retrieve the details and status of a specific invoice.
Create Expense
Log a new business expense.
Download Invoice PDF
Download an invoice as a PDF document.
List Payments
List recorded payments against invoices.
List Invoices
List customer invoices and their status.
List Customers
List customer records on the account.
List Products
List products or services available for invoicing.
Practical agent use cases
- An agent creates and sends an invoice once a service is marked delivered.
- An agent checks whether a specific invoice has been paid when a customer asks.
How it works with Wkil
- 1Choose the integrationAdd Finmei to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
FAQ
Can an agent delete a finalized invoice?
Deleting financial records can be restricted so the agent is limited to creating and reading, not removing them.