Add Finmei to your AI agent
Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.
- Things your agent can do in Finmei
- 24
Things your AI can do in Finmei
Your FormWise AI can handle any of these in Finmei — on its own, without you needing to click a button.
Create Expense
PopularTool to create a new expense with file upload (receipt or invoice). Use when you need to record an expense with supporting documentation. Requires multipart/form-data submission with file, date, total, currency, and seller information.
Create Invoice
PopularCreates a new invoice in Finmei with buyer information and line items. Use this when you need to generate an invoice for a customer. You can specify: - Buyer details (person or company) - Products/services with quantities and prices - Invoice type (regular, VAT, preliminary, credit) - Currency, dates, and custom notes Example: "Create an invoice for Tech Solutions Inc with 3 months of support services at $99.99/month"
Delete Customer
PopularTool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
Delete Invoice
PopularTool to delete an invoice. Use when you need to remove an existing invoice by its ID.
Delete Payment
PopularDelete a payment record by its unique identifier. This action permanently removes the payment from the system. Returns success even if the payment doesn't exist (idempotent operation). Use this when you need to remove incorrect, duplicate, or obsolete payment records.
Delete Product
PopularDeletes a product from the Finmei catalog by its unique identifier. This operation is idempotent - calling it multiple times with the same product_id will return success. The tool attempts multiple endpoint patterns to maximize compatibility across different Finmei API deployments. Use this when you need to: - Permanently remove a product from the catalog - Clean up discontinued or obsolete products - Remove test or duplicate product entries Note: If all API endpoints return 404, the action will succeed with a message explaining that the product doesn't exist or the API doesn't support deletion. This follows idempotent DELETE semantics.
Download Invoice PDF
PopularTool to download an invoice as a PDF file. Use when you need to retrieve the PDF version of an invoice.
Get Expense by ID
PopularTool to retrieve a single expense by its ID. Use when you need to get details about a specific expense including date, total, currency, and seller information.
Get Invoice by ID
PopularTool to retrieve a single invoice by its ID. Use when you need full invoice details including buyer, seller, items, amounts, and payment options.
Get Payment
PopularTool 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
PopularTool to retrieve a product by its ID. Use when you need detailed information about a single product.
Get Profile
PopularTool to retrieve main information about the business to which the API token is assigned. Use when needing business ID, title, type, address, VAT code, company name, or company code.
Show 12 more things it can do
List Currencies
PopularTool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
List Customers
PopularTool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.
List Expenses
PopularTool to list all expenses for the business. Use when you need a paginated list of expenses with metadata.
List Invoices
PopularTool to list invoices. Use when you need a paginated list of invoices with basic details.
List Payments
PopularTool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.
List Products
PopularTool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.
Update Customer
PopularTool to update an existing customer's details. Use after confirming the customer ID to modify their information.
Update Expense
PopularTool to update an existing expense's fields including date, total, currency, and seller. Use when you need to modify expense details. To update the invoice/bill file, use the Update Expense File endpoint instead.
Update Expense File
PopularUpdates the file attachment of an existing expense in Finmei. Use this action when you need to attach or replace a receipt/invoice file for an expense. This endpoint is specifically for updating the file only - use the Update Expense action for updating other expense fields like amount, date, or description. The file is uploaded using multipart/form-data content type and typically should be a PDF or image file of the bill/receipt.
Update Invoice
PopularTool to update an existing invoice in Finmei. Use when you need to modify invoice details such as buyer information, products, dates, or currency.
Update Product
PopularUpdates an existing product in the Finmei product catalog. Use this action when you need to modify product details such as name, description, price, or currency. You must provide the product ID and at least one field to update. The action returns the complete updated product details. Prerequisites: - The product must already exist in the system (obtain product_id from List Products action) - At least one update field (name, description, price, or currency) must be provided Note: This action will fail if the product doesn't exist or if the Finmei API instance doesn't support product management endpoints.
Download Expense File
Tool to download the file associated with an expense. Returns the expense document file (PDF or image). Use when you need to retrieve the actual file content for an expense.
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 Finmei is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Finmei, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Finmei for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Finmei work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Finmei to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Finmei in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Finmei.
- 3
Hit "Connect"
Click "Connect Finmei" 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 Finmei
Build a quick AI Agent (it's like writing instructions, not code), and pick the Finmei actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Finmei for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Finmei 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 Finmei users had before signing up
Do I need to know how to code?
Not even a little. If you can use Finmei today, you can set this up. You'll connect Finmei, 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 Finmei 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 Finmei or delete everything any time.
What happens when Finmei updates their app?
We handle it. When Finmei 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 Finmei 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 Finmei — 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 Finmei on FormWise
Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.
Connect Finmei once and your FormWise AI gets 24 things it can do inside it. That means your AI can handle the Finmei 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 Finmei? Take a look at finmei.com.
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Stop doing the Finmei 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.