Finance & accounting apps
Your agents can connect 38 Finance and accounting apps. Click one in Connections > Library, or ask an agent: "Connect Coupa". See Apps for how connecting works. What your agent can do lists the app's everyday actions and how many there are in all.
| App | What it is | What your agent can do | Connect with |
|---|---|---|---|
| 44API | 44API validates VAT and tax identifiers, returns available company details, and manages account IP whitelists. | Add Whitelisted IP, List Whitelisted IPs, Validate VAT Number, Remove Whitelisted IP | API key |
| Aiwyn Tax | Aiwyn Tax (formerly Column Tax) estimates federal and state taxes with Aiwyn's tax engine. | Nothing to set up | |
| Altoviz | A cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable invoices. | Get VAT Rates, Create Product, Get Units List, Find Contact by Email, Find Customer by Email, Find Product by Number and 3 more | API key |
| Better Proposals | A web-based proposal creation tool that enables users to send professionally designed proposals. | Get Quote, Get Company, Get Currency, Get Settings, Create Company, Get All Quotes and 15 more | API key |
| bexio | A Swiss business management platform for accounting, invoicing, contacts, projects, banking, expenses, and payroll. | Get Tax, Get Bill, Get File, Get Item, Get Note, Get Task and 303 more | API key |
| Bidsketch | A proposal software that helps businesses create professional proposals quickly and efficiently. | Get Client, Get Fee, Create Fee, Update Fee, Get Section, Get Proposal and 29 more | API key |
| Brex | Corporate credit cards, spend management, and financial tools tailored for startups and tech businesses to optimize cash flow, accounting, and growth | List Cards, List Users, Create Card, Create User, Update User, Get Expenses and 29 more | API key |
| Chaser | An accounts receivable automation software that helps businesses automate invoice reminders and get paid faster. | Get Customers, Create Invoice, Update Invoice, Create Customer, Update Customer, Get Credit Notes and 3 more | API key |
| Coupa | A comprehensive business spend management platform with procurement, invoicing, and expense capabilities. | API key | |
| Debitura | Debitura helps creditors manage debt collection cases, coverage, payments, divisions, tasks, and webhooks through its Customer API. | List Tasks, Search Cases, List Payments, List Divisions, Create Division, Search Coverage and 5 more | API key |
| Elorus | An online invoicing and time-tracking software designed for freelancers and small businesses to manage their finances and projects efficiently. | Get Bills, Get Taxes, Get Contacts, Get Invoices, Get Products, Get Estimates and 7 more | API key |
| Era Context | Accounting, analytics. | API key | |
| Erpnext | Free and open-source integrated Enterprise Resource Planning software built on Frappe Framework | Add Comment, Get Document, Get All Roles, Create Document, Get Field Value, Create Timesheet and 44 more | API key |
| Finmei | An invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently. | Get Payment, List Invoices, List Payments, List Products, Create Invoice, List Customers and 8 more | API key |
| Freeagent | Cloud-based accounting software for freelancers and small businesses | Sign in | |
| freee | Read freee Accounting and HR data, and manage Accounting partners and HR organizational groups. | Get Tag, Get Bank, Get Item, List Tags, Create Tag, List Banks and 261 more | API key |
| FreshBooks | A cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management. | List Projects, List Businesses | Sign in |
| Lexoffice | A cloud-based accounting software designed for freelancers and small businesses, offering invoicing, expense management, and integration with banks | API key | |
| Money Forward | Access Money Forward business tenant details and Cloud Accounting offices, master data, journals, trade partners, and financial reports. | Get Tenant, Get Journal, List Accounts, List Journals, Create Journal, Update Journal and 17 more | API key |
| Moneybird | An online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting. | Get Contact, Update Contact, Get Sales Invoice, Add Note to Contact, List Sales Invoices, Create Sales Invoice and 15 more | Sign in |
| Netsuite | NetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for comprehensive business oversight | API key | |
| Nusii proposals | Proposal software that both you and your clients will love. | Get Client, Get Section, Get Proposal, List Clients, Create Client, List Sections and 23 more | API key |
| PocketSmith | A personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes. | Get Budget, List Accounts, Update Account, Create Category, Get Transaction, List Categories and 8 more | API key |
| Quaderno | A tax compliance platform that automates tax calculations, invoicing, and reporting for businesses worldwide. | List Coupons, List Contacts, List Evidence, List Expenses, List Products, List Sessions and 26 more | API key |
| QuickBooks | A cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business | Create Vendor, Create Account, Create Customer, Create Employee, Read Vendor, Read Account and 7 more | Sign in |
| Quiltt | Financial data aggregation APIs for managing Profiles, connections, accounts, transactions, statements, and webhooks. | Get Profile, List Profiles, Create Profile, Update Profile, Search Institutions, List Finicity Remote Data and 4 more | API key |
| Qwilr | Save time and win more work with smart sales documents. | Get Page, Create Tax, List Pages, List Taxes, List Users, Update Tax and 9 more | API key |
| Ramp | A platform that helps you manage your finances, track your income and expenses, and get insights into your business | Get Card, List Users, Get My Cards, List Vendors, Get Statement, Get Department and 16 more | API key |
| Rillet | An ERP that automates accounting workflows, including revenue recognition, close management, reporting, accounts receivable, and accounts payable. | List Bills, List Vendors, List Invoices, List Contracts, List Customers, Create a charge and 167 more | API key |
| Sage Intacct | A cloud financial management platform for accounting, purchasing, billing, cash management, projects, and related business operations. | List Entities, Get GL Account, List Dimensions, List GL Accounts, Run Read Service, Create Attachment and 20 more | API key |
| Sevdesk | An online accounting software designed for small businesses and freelancers, offering features like invoicing, expense management, and financial reporting. | API key | |
| Splitwise | Splitwise helps you split bills and expenses with friends and family. | Add Friend, Create Expense, Get Categories, Get Currencies, Get Current User, Delete Friend and 2 more | Sign in |
| Taxjar | A comprehensive sales tax API for real-time tax calculations, reporting, and filing. | List Customers, List Nexus Regions, List Tax Categories, List Order Transactions, Create Order Transaction, List refund transactions and 12 more | API key |
| Xero | A cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time | Get Quotes, Get Contacts, Update Invoice, Get Connections | API key |
| YNAB | YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt | Sign in | |
| Zoho Books | Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem | Sign in | |
| Zoho Inventory | Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels, streamlining supply chain operations | Sign in | |
| Zoho Invoice | Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices | List Items, List Contacts, List Expenses, List Invoices, List Payments, Get Zoho Invoice Item | Sign in |
Next: HR & recruiting apps.
