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Let your AgentCalls voice agent look up customers, check payments, and handle refunds with Finmo.

Connect Finmo to your AgentCalls number and your voice agent can work with your payment records during a call. It can look up a customer, check the status of a payin or payout, and find the details a caller needs. With your approval rules set in the dashboard, it can also create customer profiles, start a payin for a customer to pay, or prepare a refund. Your agent speaks to the caller, and Finmo keeps the money and compliance checks.

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What your agent can do with Finmo

  • Look up a customer and confirm their details during the call
  • Check the status of a payin, payout, or refund by reference
  • Start a payin so a customer can pay by phone
  • Create a payout beneficiary and send a payout after your rules are met
  • Request a full refund on a completed payin

Finmo exposes 19 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer checks a payment

  1. Caller

    Hi, I paid my invoice on Tuesday but I think it hasn't arrived. The reference is FNM-88214.

  2. Agent

    Thanks for calling. Let me check that for you. I can see the payin from Tuesday at 2:14 pm. It was completed and credited to your merchant wallet.

  3. Caller

    Oh, good. So it's on your side?

  4. Agent

    Yes, it's complete. Your balance was updated the same day. I can send you the receipt by email if that helps.

Phone payment for a new order

  1. Caller

    I'd like to order the 12-pack and pay now. Can I do that over the phone?

  2. Agent

    Yes. I'll set up a payment of 186 pounds for you. First, can I confirm the name on your account, Sarah Mitchell?

  3. Caller

    That's right.

  4. Agent

    Great. I've sent a payment request to your phone. Once you approve it, I'll confirm your order straight away.

Refund follow-up

  1. Caller

    I was charged twice for my booking on the 3rd of March. Can you refund one?

  2. Agent

    I'm sorry about that. I can see two completed payins of 74 dollars each. I'll prepare a full refund for the duplicate payment.

  3. Caller

    How long will it take to show on my card?

  4. Agent

    The refund is now in progress. Your bank usually shows it within three to five business days. I'll send the reference to your email.

How to connect Finmo

  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 Finmo

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

  3. 3

    Choose the actions

    In the agent editor, enable the Finmo 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 E-commerce & payments integrations

Questions, answered.

Does the agent work during the call or after it?

Both. Your agent can look up records and check statuses while the caller is on the line, and it can run follow-up actions after the call when your workflow needs them.

What do I need to connect Finmo?

You need an active Finmo account and your own credentials from its settings. Sign in to the AgentCalls dashboard, open Tools, choose Finmo and enter your details. Your credentials stay in your account.

Which plan includes Finmo?

Tool integrations, including Finmo, are included from the Growth plan.

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Put your agent to work with Finmo.

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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