Finance & Accounting

Connect Maxio to Your AI Agents

Let your Wkil agents manage subscriptions, invoices, and revenue tracking through Maxio.

Authentication: API key

What you can do

Available capabilities may vary by authentication and workspace configuration.

Create Subscription

Create a new subscription with product, customer, and payment details.

Create Customer

Create a new customer record.

Issue Invoice

Issue a draft invoice for payment collection.

List Subscriptions

Retrieve a list of subscriptions with optional filtering.

Get MRR

Retrieve monthly recurring revenue data for the site.

Refund Invoice

Create a refund for a paid invoice.

An agent creates a new subscription the moment a customer completes checkout.
An agent pulls MRR data to summarize recurring revenue trends for a finance report.

1
Choose the integration
Add Maxio to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test 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.

Can an agent issue refunds automatically?

You control whether billing actions like refunds run automatically or require human approval first.