Payments and finance · 58 tools
AI agents for payments and accounting
Agents that create customers, payment links and invoices, look up payments and issue refunds in Stripe, PayPal, Razorpay and Square, and create and find invoices in QuickBooks Online, Xero and Zoho Books.
Payments and finance
Payments and finance tools
Pick a tool to see every action it can take and how it connects.
- Stripe4 actionsCreate and find customers, make payment links for your existing prices, and refund payments in your Stripe account.
- PayPal5 actionsDraft and send invoices, create and check checkout orders, and list transactions for a PayPal business account, live or sandbox.
- QuickBooks Online4 actionsLook up customers, invoices and products, add customers, and create and read invoices in a QuickBooks Online company.
- Xero4 actionsList and create invoices, and add and read contacts, in a Xero organisation.
- Razorpay3 actionsSend payment links, create orders for checkout, and look up payments in your Razorpay account.
- Square4 actionsCreate and find customers, and make payment links for a set amount, in your Square seller account.
- Adyen13 actionsCreate, check and expire Adyen payment links, list payment methods and a shopper's stored cards, capture, cancel or refund payments, and read merchant accounts, stores and payment method settings, in test or live.
- Airwallex9 actionsRead Airwallex wallet balances and account transactions, list beneficiaries and transfers and send transfers to saved beneficiaries, and create and check payment links and payments, in production or the sandbox.
- Authorize.Net10 actionsLook up Authorize.Net card transactions, settled batches and the transactions in them, capture, refund or void transactions, and list or cancel recurring billing subscriptions, in production or the sandbox.
- Avalara AvaTax10 actionsCalculate sales tax, VAT and GST with Avalara AvaTax for a quote or an invoice, record, commit and void invoices for tax reporting, look up rates and validate addresses, and read companies, transactions and tax codes.
- BILL15 actionsFind vendors, bills, customers, invoices and payments, and add vendors, bills, customers and invoices in a BILL (Bill.com) organization, through the v3 API.
- Binance account7 actionsRead your own Binance spot account with a read-only API key: balances, open orders, order history, your trades, deposit and withdrawal history, and what the key itself is allowed to do.
- Braintree13 actionsSearch Braintree transactions, customers, subscriptions, refunds and disputes, read plans, create customers, and refund or void a transaction or cancel a subscription, in production or the sandbox.
- Brex14 actionsRead Brex card and cash account balances, card and cash transactions, expenses, cards, people, vendors, transfers and budgets, add a memo to an expense and add a vendor.
- Cashfree Payments9 actionsCreate and send Cashfree payment links, create checkout orders, check an order and its payments, cancel a link, and refund payments and track the refunds, with Cashfree's Payment Gateway API.
- Chargebee5 actionsCreate and look up customers, list their subscriptions, and start or cancel subscriptions in a Chargebee Billing site.
- Checkout.com10 actionsCreate and check Checkout.com payment links, read and search payments and their history, capture, refund or void payments, and list disputes, in sandbox or production.
- ClearTax6 actionsCreate and manage GST e-invoices and e-way bills in India through ClearTax (Clear) E-Invoicing.
- Coinbase10 actionsRead Coinbase account balances, crypto prices and best bids and asks, and the orders and fills of the account, and place or cancel buy and sell orders through the Coinbase Advanced Trade API.
- Expensify8 actionsList Expensify workspaces (policies) with their categories, tags, tax rates and members, list company cards, export expense reports with their expenses, create expenses and reports, and mark approved reports reimbursed.
- FreeAgent16 actionsFind and add contacts, create, list and email invoices, read estimates, enter bills, log time on projects, and read bank accounts and transactions in a FreeAgent company.
- FreshBooks5 actionsAdd clients, create, list and email invoices, and list expenses in a FreshBooks account.
- GoCardless13 actionsFind GoCardless customers, mandates, payments, subscriptions and payouts, create customers and payments, send a payment link through a Billing Request, and refund a payment, live or in the sandbox.
- Instamojo5 actionsCreate Instamojo payment links (payment requests) and email them to the buyer, check whether a request was paid, read a payment, refund it and track the refund.
- Invoice Ninja13 actionsFind Invoice Ninja clients, invoices, quotes, payments and products, create clients and invoices, email an invoice, record a payment and refund one, on the hosted service (invoicing.co) or your own server.
- Klarna10 actionsTake Klarna payments through a hosted payment page you can send to a customer, then manage the orders.
- Lemon Squeezy4 actionsCreate checkout links, and look up orders and subscriptions in your Lemon Squeezy stores, by order ID or by the customer's email address.
- Maxio9 actionsRead and manage Maxio Advanced Billing (formerly Chargify) customers, subscriptions, invoices and products for one site.
- Mercury13 actionsRead Mercury bank account balances, transactions, statements and recipients, note and categorise transactions, and find, create and invoice receivables customers, in production or the Mercury sandbox.
- Mollie5 actionsCreate Mollie payments with a checkout link, check and list payments, refund them, and create customers.
- MYOB Business16 actionsFind and add customers, read suppliers, create and find service invoices and bills, and read quotes, payments, items, accounts, tax codes and banking in a MYOB Business or AccountRight company file.
- Paddle4 actionsCreate customers, look up their transactions and subscriptions, and cancel subscriptions in Paddle Billing.
- Payoneer6 actionsPay people through a Payoneer Mass Payouts program: invite a payee with a registration link, check whether a payee is approved, send payouts in batches, follow or cancel a payout, and read the program's balance.
- Paystack5 actionsSend Paystack payment links, verify and list transactions, create customers, and refund payments.
- PayU7 actionsCheck whether a PayU India payment succeeded by your transaction ID or PayU's ID, list the day's transactions, refund a payment, and track refunds, through PayU's merchant web services (key and salt).
- PhonePe Payment Gateway4 actionsCreate PhonePe checkout payments (a page where the customer pays by UPI, card or net banking), check an order's status, refund a payment and track the refund, with PhonePe PG's Standard Checkout v2 API.
- Plaid10 actionsRead the accounts, balances and transactions of a bank connection your Plaid app already linked, check the link's health, look up banks, and list Plaid Transfers, in production or the sandbox.
- Pleo6 actionsRead Pleo company spending: card purchases, reimbursements and other accounting entries with their receipts, review and export status, plus employees, teams, the chart of accounts and the company's balance.
- Ramp12 actionsRead Ramp balances, card transactions, reimbursements, bills, vendors, statements and people, and add a memo to a transaction, in production or the Ramp sandbox.
- Recurly14 actionsFind Recurly customer accounts, balances, subscriptions, invoices, transactions and plans, create accounts, add account notes, and refund an invoice, on a US or EU site.
- RevenueCat9 actionsLook up an app's subscribers in RevenueCat: find a customer by app user ID, email or store transaction ID, see their active entitlements and subscriptions across the App Store, Google Play, Stripe and web.
- Revolut Business10 actionsRead Revolut Business account balances, bank details, transactions, counterparties and expenses, check exchange rates, and pay counterparties.
- Sage Accounting16 actionsFind and add customers and suppliers, create and find sales invoices, quotes and purchase invoices, and read products, bank accounts, ledger balances, tax rates and the trial balance in Sage Accounting.
- Sage Intacct12 actionsQuery any Sage Intacct object, find customers, vendors, AR invoices, AP bills and GL accounts, read any record, and add customers, vendors, invoices and bills, through the Sage Intacct REST API.
- Setu7 actionsVerify customers and businesses in India with Setu's Data and Identity APIs.
- Spendesk9 actionsRead Spendesk company spending: the wallet balance, spend requests and their approvals, card payments, payables with their receipts and accounting details, settlements, suppliers, users and purchase orders.
- Tango Card8 actionsSend digital gift cards and rewards with Tango (Tango Card RaaS API).
- TaxJar10 actionsCalculate US and international sales tax for an order with TaxJar, look up rates by ZIP code, record orders and refunds for tax reporting and filing, and read nexus regions.
- Tipalti9 actionsRead Tipalti payees (suppliers and contractors) and whether they can be paid, their bills.
- Tremendous10 actionsSend rewards and incentives with Tremendous: gift cards, prepaid cards, PayPal, Venmo, bank transfers or charity donations, by email, text or a link you share, from your account balance.
- Wave16 actionsFind, add and update customers, create, approve and send invoices, and list products, accounts and sales taxes in a Wave business, through Wave's public GraphQL API.
- Wise5 actionsRead your Wise profiles, balances and recipients, lock in exchange-rate quotes, and draft transfers for a person to fund in Wise.
- YNAB10 actionsRead YNAB (You Need A Budget) plans, accounts, categories, monthly budgets and transactions, add, edit and delete transactions, and assign money to a category for a month, with a YNAB personal access token.
- Zoho Billing9 actionsFind and add customers, list plans, start, read and cancel subscriptions, and list subscription invoices in a Zoho Billing (formerly Zoho Subscriptions) organization, in the data center where the Zoho account lives.
- Zoho Books5 actionsFind and add customers, create and list invoices, and record customer payments in a Zoho Books organization, in the data center where the Zoho account lives.
- Zoho Expense10 actionsRecord expenses, list and read expenses and categories, create expense reports and submit them for approval, and approve or reject reports in a Zoho Expense organization, in the data center where the Zoho account lives.
- Zoho Invoice7 actionsFind and add customers, create, read, list and email invoices, and record customer payments in a Zoho Invoice organization, in the data center where the Zoho account lives.
- Zuora10 actionsRead Zuora Billing customer accounts, subscriptions, invoices and other billing documents, and payments; run ZOQL queries.
Other categories
- CRM40
- Help desk17
- Marketing65
- Advertising7
- Team chat26
- SMS and messaging19
- Phone and contact center13
- Email16
- Projects and tasks30
- Docs and data43
- Forms and scheduling17
- Files and storage12
- HR and recruiting36
- Education6
- E-commerce29
- Shipping and fulfillment10
- ERP27
- Legal15
- Field service and construction8
- Developer37
- Cloud and hosting23
- Security and identity20
- Automation12
- Analytics and data37
- Web search and research23
- Databases32
- Other12
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