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Finmei on your phone line: check invoices, create bills and log payments while you talk.

Connect Finmei and your agent can handle billing questions and small admin tasks during a call. It can look up a product, check a payment, create an invoice for a customer who is on the line, or remove an outdated record once you confirm it. Your agent uses the tools you have already connected in Finmei, so your billing stays in one place. Connect Finmei from your AgentCalls dashboard with your Finmei credentials, and the agent is ready for your next call.

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What your agent can do with Finmei

  • Create invoices for a customer during a call, with items, quantities and prices
  • Look up a product by ID and read its details to a caller
  • Retrieve a payment and confirm whether it was received
  • Check supported currency codes before quoting or billing in a new currency
  • Delete an invoice, customer, payment or product after you confirm the record

Finmei exposes 24 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks to be invoiced for a website update

  1. Caller

    Hi, this is Dana from Brightline Studio. Can you send me an invoice for the website update we agreed on?

  2. Agent

    Of course, Dana. I can see your account. Do you want the invoice for the 12 hours of design work at $85 an hour, plus the hosting renewal?

  3. Caller

    Yes, both. And make it due in 14 days.

  4. Agent

    Done. The invoice is created for $1,020 and due in 14 days. I will email the copy to the address on your account.

Customer asks if their payment went through

  1. Caller

    Hello, I paid last Thursday for order number 4471 but I want to be sure it arrived.

  2. Agent

    Let me check that for you. I can see the payment for 4471, received on Thursday, for $342.50.

  3. Caller

    Great, thank you. Can you confirm the amount is the full balance?

  4. Agent

    Yes, the payment covers the full balance of $342.50. Your order is marked as paid.

Follow-up on a duplicate draft invoice

  1. Agent

    Hi Marcus, this is calling from the office at Harlow & Pine about the invoice we sent you. Is this a good time?

  2. Caller

    Sure, go ahead.

  3. Agent

    We noticed a duplicate invoice from last week. Shall I remove the copy so only the original remains?

  4. Caller

    Yes, please delete the duplicate.

  5. Agent

    Removed. Your account now shows only the original invoice, and nothing else has changed.

How to connect Finmei

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Finmei

    From Integrations in the dashboard, choose Finmei and enter the connection details from your Finmei account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Finmei actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Finance & invoicing integrations

Questions, answered.

Does the agent work with Finmei during the call or after it?

Both. Your agent can read and change records while the caller is on the line, and it can follow up later when you set up an outbound call.

What do I need to connect Finmei?

You need an active Finmei account and your credentials from its settings. Sign in to the AgentCalls dashboard, choose Finmei and enter the details.

Which AgentCalls plan includes Finmei?

Integrations, including Finmei, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Finmei.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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