Add Anrok to your AI agent
Anrok automates sales tax calculation, compliance, filings, and exemption management for software businesses.
- Things your agent can do in Anrok
- 26
Things your AI can do in Anrok
Your FormWise AI can handle any of these in Anrok — on its own, without you needing to click a button.
Add Product ID Mapping
Map a billing integration's source product ID to an existing Anrok product, optionally overwriting an existing source mapping.
Archive Exemption Certificate
Archive and invalidate an exemption certificate by its Anrok certificate ID. Anrok does not document a restore operation.
Calculate Transaction Tax
Calculate tax for an ephemeral invoice without recording a transaction in Anrok.
Create Customer
Create an Anrok customer with the external ID used to link transactions and exemption certificates.
Create Exemption Certificate
Create a customer tax-exemption certificate from a local or uploaded file and jurisdiction coverage. Raw files are capped at 4 MB to keep the encoded request within host payload limits. Supplying a customer name may also create a missing customer.
Create Exemption Certificate Request
Create a premium customer certificate request, emailing its submission link by default, and optionally auto-approve eligible submissions. Supplying a customer name may also create a missing customer.
Create or Update Transaction
Create a finalized invoice transaction. If a transaction with the same seller-wide ID exists, overwrite or replace it with the supplied invoice data and recalculate tax. Supplying a customer name with a customer ID may also create a missing customer.
Create Product
Create an Anrok product ID and assign its product tax category.
Create Transaction Negation
Create a new transaction that exactly negates an existing transaction, lowering or reversing the original transaction's reported sales and tax totals, optionally enforcing its expected version.
Get Customer
Retrieve one Anrok customer by its external customer ID.
Get Exemption Certificate
Retrieve one exemption certificate and its status and jurisdiction details by certificate ID.
Get Product
Retrieve one Anrok product by its external product ID.
Show 14 more things it can do
Get Transaction
Retrieve the latest version of one Anrok transaction, including complete invoice and tax-calculation details for normal transactions.
List Customers
Return one page of seller-account customers in ascending customer ID order.
List Exemption Certificates
Return one page of exemption certificates, optionally filtered by customer or certificate status.
List Filing Transaction IDs
Return one premium page of transaction IDs associated with a jurisdiction filing.
List Filing Transactions with Conversion Rates
Return one premium page of a jurisdiction filing's transactions with their filing conversion rates. Rates may change until the filing is finalized.
List Filings
Return one premium page of jurisdiction filings, optionally filtered by jurisdiction and filing-period end date range.
List Product ID Mappings
List all source-to-Anrok product ID mappings for one Anrok-built billing integration.
List Product Tax Categories
List the standard and seller-specific product tax categories available for assigning to products.
List Products
Return one page of Anrok products, optionally including default and integration shipping products.
List Transactions
Return one premium page of Anrok transactions, optionally filtered by modification time or filing association.
Remove Transactions from Filing
Remove 1-100 transactions from a premium Anrok jurisdiction filing and return the removal result for every requested transaction ID. This cannot be undone; Anrok documents no restore operation.
Resolve Address
Resolve a customer address to its normalized form and return the applicable taxable jurisdictions.
Validate Tax IDs
Validate premium customer tax IDs for the taxable jurisdictions resolved from a customer address.
Void Transaction
Void an existing transaction so it is no longer included in returns or sales totals, optionally requiring its current version. This cannot be undone; Anrok documents no restore or unvoid operation.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Anrok is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Anrok, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Anrok for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Anrok work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Anrok to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Anrok in your connected apps
Inside FormWise, open Connectors and look for Anrok.
- 3
Hit "Connect"
Click "Connect Anrok" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Anrok
Build a quick AI Agent (it's like writing instructions, not code), and pick the Anrok actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Anrok for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Anrok workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Anrok users had before signing up
Do I need to know how to code?
Not even a little. If you can use Anrok today, you can set this up. You'll connect Anrok, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Anrok login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Anrok or delete everything any time.
What happens when Anrok updates their app?
We handle it. When Anrok adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Anrok takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Anrok — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Anrok on FormWise
Anrok automates sales tax calculation, compliance, filings, and exemption management for software businesses.
Connect Anrok once and your FormWise AI gets 26 things it can do inside it. That means your AI can handle the Anrok work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Anrok? Take a look at www.anrok.com.
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Stop doing the Anrok work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
