Finmei
Clients ask about invoices, payment status, and pricing. Your AI agent creates invoices, retrieves payment details, and searches customer records directly in Finmei. Billing inquiries resolved in the conversation, not the inbox. Your finance workflow stays hands-free.
From generating invoices to tracking payments and managing your product catalog, these are the Finmei actions your AI agent performs mid-conversation.
Finmei
Real scenarios where AI handles invoice creation, payment lookups, and customer management so your finance team focuses on strategy, not data entry.
A sales rep closes a deal and messages 'Create an invoice for GlobalTech, two hours of strategy consulting at $200/hr, due in 30 days.' Your AI Agent calls Finmei's Create Invoice API with the customer ID, line items, amount, and due date, then returns the invoice number and a confirmation. The invoice is ready before the call notes are even written. Zero manual data entry.
A finance manager asks 'Which payments came in this month?' at the end of the billing cycle. Your AI Agent queries Finmei's List Payments endpoint filtered to the current month, retrieves every completed transaction with amounts and dates, and presents a summary. Outstanding balances are flagged automatically. No exporting CSVs, no pivoting spreadsheets.
A client messages your website asking 'What is the total on my latest invoice?' Your AI Agent searches Finmei's invoice list, matches the client by email, retrieves the most recent invoice with line items and total, and responds with a clear breakdown. The client gets an answer in seconds. Your support team never sees the ticket.
Finmei
FAQs
The agent calls Finmei's Create Invoice API with the details you provide: customer ID or inline buyer info, line items with quantities and prices, currency code, issue date, due date, and optional notes. The invoice is created in your Finmei account instantly. You can reference existing customers by ID or supply new client details inline.
Yes. The agent queries the List Payments endpoint and can filter by status (such as 'completed'), date range, or both. It then matches results to the client in question and confirms the payment amount, date, and status. For granular detail, it can also retrieve a single payment by its unique ID.
Tars requires your Finmei API token, which you can generate from your Finmei account settings. This token grants access to invoices, customers, payments, and products. It does not expose your Finmei login credentials. You can revoke or regenerate the token at any time to control access.
No. All data is fetched in real time from the Finmei API during each conversation. Invoice details, customer records, payment histories, and product information are used only to generate the current response and are not cached or stored separately by Tars.
Absolutely. Finmei supports over 180 currencies. When creating an invoice, the agent passes the ISO 4217 currency code you specify, whether EUR, GBP, JPY, or any other supported code. It can also call the List Currencies endpoint to verify a specific currency is available before generating the invoice.
The Finmei dashboard requires you to log in, navigate menus, and fill out forms. With Tars, you describe what you need in plain language and the agent handles the API calls. Create invoices from WhatsApp, check payment status from your website chat, or update a customer record via SMS. Plus, Tars connects Finmei to your other tools in the same conversation.
Yes. The Update Product endpoint lets the agent modify a product's name, description, price, and currency by its product ID. If your pricing changes, just tell the agent the new values and it writes them back to Finmei immediately. No manual catalog edits needed.
The agent searches your Finmei invoice list with pagination. If no match is found for the provided reference or email, it lets the client know and asks them to double-check the invoice number or contact email. It can also offer to connect the client to a human agent so nothing falls through the cracks.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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