Firmao
Customers ask about invoice status, pending offers, or task updates. Your AI agent pulls the answer straight from Firmao, retrieving documents, checking payment details, and surfacing project progress without anyone logging into the dashboard. Business operations answered conversationally.
Your agent reads invoices, manages offers, tracks tasks, and updates contacts inside Firmao, all triggered by a simple question from your team or customer.
Firmao
See how companies using Firmao turn routine CRM and invoicing inquiries into automated conversations that keep clients informed and teams productive.
A client sends a message asking whether their invoice has been paid. Your AI Agent searches Firmao invoices by customer ID, finds the relevant document, and replies with the invoice number, total amount, amount already paid, and remaining balance. The client gets a definitive answer in seconds. Your accounting team never gets interrupted for routine payment status questions.
A prospect revisits your site and asks about the proposal your team sent. Your AI Agent retrieves the offer from Firmao, confirms the pricing, lists the included line items, and shows the validity period. If the offer is still active, the agent can walk them through next steps. Prospects get immediate answers instead of waiting for a sales rep callback. Conversion cycles shorten.
A customer wants to know how their project is progressing. Your AI Agent queries Firmao for related tasks, checks completion percentages and planned end dates, and assembles a status report covering what is done, what is in progress, and upcoming milestones. The customer feels informed and your project managers stay focused on execution rather than status update emails.
Firmao
FAQs
The agent uses Firmao's REST API to query invoices. It can retrieve a single invoice by ID or list invoices filtered by customer, mode (sale or purchase), and date. The API returns full invoice details including line items, gross and net amounts, VAT, payment status, and due date. All data is fetched in real time from your Firmao organization.
Yes. The Create Invoice endpoint accepts an array of transaction entries, each with its own description, quantity, unit price, and VAT rate. The agent passes the total net, gross, and VAT amounts along with currency and payment terms. Firmao handles the numbering automatically when autoNumber is enabled.
Firmao uses Basic Authentication. You provide your organization ID and a Base64-encoded string of your API login and password. These credentials are stored securely in the Tars dashboard. The organization ID determines which Firmao workspace the agent accesses, so you control exactly which data is reachable.
No. Tars queries Firmao in real time during each conversation. Invoice details, customer records, task data, and offer information are fetched live and used only to respond to the current request. We do not maintain a separate copy of your Firmao business data.
Yes. The Update Offer endpoint lets the agent modify fields like offerStatus, pricing, line items, customer references, validity dates, and payment terms. If a prospect accepts a quote, the agent can update the offer status directly in Firmao without anyone manually editing the record.
The Firmao dashboard requires a login and manual navigation. With Tars, your clients and team members ask questions in plain language and get instant answers from Firmao data, whether on your website, WhatsApp, or any messaging channel. No Firmao login needed. Plus, the agent can cross-reference Firmao data with your other connected tools in one conversation.
Yes. Firmao tasks support parent-child relationships through the parent field, and each task can have multiple responsible users assigned. The agent can retrieve a task with its full hierarchy, check completion percentages, update status, reassign users, and modify priority levels, all through the API.
Firmao uses soft deletes, marking invoices as deleted rather than removing them entirely. If the agent queries a deleted invoice, the API returns the record with a deleted flag. The agent can inform the customer that the invoice has been cancelled and suggest they contact your team if they believe this is an error.
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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