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Connect YNAB and let your agent check budgets and log spending during calls.

Connect YNAB to your AgentCalls agent and it can work with your budget while it talks to customers and staff. During a call your agent can look up balances, check how much is left in a category, and record a payment or expense so your books stay current. It works from the same budget you already use to plan and cut debt. Sign in to YNAB from the AgentCalls dashboard with one click. Integrations are included from the Growth plan.

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What your agent can do with YNAB

  • Check account balances and remaining amounts in a budget category during a call
  • Record an expense or payment in YNAB as soon as the caller confirms it
  • Answer questions about recent spending for a given month or category
  • Flag when a category is overspent so your team can follow up after the call

YNAB exposes 27 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks about a payment

  1. Caller

    Hi, I'm calling about the invoice for the kitchen repair. Did we already pay the deposit?

  2. Agent

    Let me check. Yes, a deposit of $450 was recorded on March 3rd. The remaining balance of $1,200 is still open.

  3. Caller

    Perfect. Can you note that I'll pay the balance by Friday?

  4. Agent

    Done. I've added a note to the payment record with Friday as the expected date.

Owner logs a supplier payment

  1. Caller

    I just paid the flour supplier by card, $380. Can you record it under groceries for the bakery?

  2. Agent

    Got it. I've logged a $380 expense under Bakery Supplies in your budget for this month.

  3. Caller

    Thanks. How much is left in that category?

  4. Agent

    About $620 remains in Bakery Supplies for March.

Follow-up on overspending

  1. Agent

    Hi Maria, this is the bookkeeping line calling about your monthly budget. The Travel category is over by $140.

  2. Caller

    Oh, that was the trip to the trade show. Can you move some money over from Marketing?

  3. Agent

    I can't move funds myself, but I'll note the request and have someone on the team review it today.

How to connect YNAB

  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 YNAB

    From Integrations in the dashboard, choose YNAB and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the YNAB 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 it work during the call or after it?

Both. Your agent can look up balances and record expenses while you are on the phone, and it can add notes or flags that your team reviews afterward.

What do I need to connect YNAB?

You need a YNAB account. Sign in to YNAB from the AgentCalls dashboard with one click, and your agent can then use the budgets you choose.

Which plan includes YNAB?

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

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Put your agent to work with YNAB.

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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