Beyond-Bot.ai + Finmei

Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to Finmei.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in Finmei.

Trigger Workflows

Start automated workflows in Finmei based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within Finmei.

Create Invoice

Tool to create a new invoice. Use when you have all invoice details ready and need to record it. Example: "Create an invoice for customer X with two items.

Delete Customer

Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.

Delete Invoice

Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.

Delete Payment

Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.

Delete Product

Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.

Get Payment

Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.

Get Product By Id

Tool to retrieve a product by its ID. Use when you need detailed information about a single product.

List Currencies

Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.

List Customers

Tool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.

List Invoices

Tool to list invoices. Use when you need a paginated list of invoices with basic details.

List Payments

Tool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.

List Products

Tool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.

Update Customer

Tool to update an existing customer's details. Use after confirming the customer ID to modify their information.

Update Product

Tool to update an existing product's details. Use when you need to modify product information after confirming the product ID.