Integrations / Analytics

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Connect Finage to WhatsApp with an AI agent

Flann turns Finage into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Finage for you. Reading data never changes it, so Flann answers questions from Finage straight away. Writing is another matter.

39 actions in Finage. All of them only look things up, so nothing in Finage is ever changed. You connect with your API key.

What you can ask Flann to do in Finage

You do not need the exact wording. These are the kinds of messages Flann turns into Finage actions.

FlannWhatsApp
  • “Look up the stock snapshot in Finage.”

  • “Look up the forex last quote in Finage.”

  • “Look up the stock last quote in Finage.”

What Flann can work with in Finage

Finage gives Flann 39 actions across 29 kinds of record. These are the ones you are most likely to use.

RecordWhat Flann can doActions
Countrieslook upsearch2
Cryptocurrencieslook upsearch2
Currencieslook upsearch2

Here is what changes when Finage goes through Flann instead of its own screens.

CompareFinage on its ownEvery step is yoursWith FlannThe work comes to your chat
How you askLog in and click through the screensText or voice note, in your own words
Looking things upBy hand, screen by screen39 look-ups, answered straight away
Finage recordsAll of them, one screen at a time29 kinds, from one chat
Set-upNothing new to set upYour Finage API key, once

YesPartlyNo

Step by step: Finage jobs you can hand to Flann

How a request turns into real Finage actions, one step at a time.

Look-up

Get answers about your countries

  1. You message Flann on WhatsApp: “What is the latest on our countries in Finage?”
  2. Flann runs Search Country and Get Country Details in Finage and shows you what it found.
  3. Nothing in Finage is changed: these are look-ups, so they run straight away.
Look-up

Check your cryptocurrencies from WhatsApp

  1. You message Flann on WhatsApp: “Show me where our cryptocurrencies in Finage stand.”
  2. Flann runs List Cryptocurrencies by Market Cap and Search Cryptocurrency in Finage and shows you what it found.
  3. Nothing in Finage is changed: these are look-ups, so they run straight away.
Look-up

Get answers about your currencies

  1. You message Flann on WhatsApp: “What is the latest on our currencies in Finage?”
  2. Flann runs Search Currency and Get Currency Detail in Finage and shows you what it found.
  3. Nothing in Finage is changed: these are look-ups, so they run straight away.

Where Flann saves you time in Finage

Small jobs, repeated often, are where the time goes. Here is how they change once Finage is connected.

Spotting a sudden change early

Today

Drops in bookings or jumps in returns can go unnoticed for days in Finage. You find out when the month closes, too late to do much.

With Flann

“Has anything in Finage moved unusually this week?”

Scanning Finage for figures that broke from their usual pattern, Flann lists the ones that moved most and suggests a likely cause where the data points to one. You can ask it to check every morning. Reading is instant, and no changes are made.

What you stop doing: Finding problems weeks late in the monthly figures no longer happens.

Building the monthly report

Today

Your accountant, partner or investor wants a monthly summary. You copy figures out of Finage into a document and format them, and it is always later than you promised.

With Flann

“Draft the monthly summary for my business partner from Finage.”

The month’s key figures come out of Finage, set against the previous month and the same month last year, with a short sentence on each change. You read the draft in the chat and ask for edits.

What you stop doing: Copying figures into a document every month is no longer your job.

How Flann connects to Finage

  1. In Flann, go to Connectors and find Finage.
  2. Paste your Finage API key into the secure form Flann opens. You will find the key in your Finage account settings.
  3. Go back to WhatsApp and ask for what you need. Flann chooses the Finage action and fills in the details.

Of the 39 Finage actions, 39 only read. The other 0 create, update, send or delete. Disconnect Finage in Connectors whenever you like.

Ways to use Finage with Flann

Check before you decide

Before a big call, ask Flann for the figure that matters. It looks it up in Finage first.

A weekly summary on demand

Ask Flann for the week in brief. It reads Finage and sends the few numbers worth knowing.

Spot what changed

Ask what went up or down. Flann checks Finage and tells you what moved.

Everything Flann can do in Finage

Every Finage action Flann can run, split into what it reads and what it changes.

Looks up 39

  • Get Crypto Aggregates
  • Get Crypto Last Quote
  • Get Crypto Last Trade
  • Get Crypto Previous Close Data
  • Get Crypto Snapshot
  • Get Detailed Crypto Information
  • Get Forex Last Quote
  • Get Forex Last Trade
  • Get Forex Market Aggregates
  • Get Forex Previous Close Data
  • Get Forex Snapshot
  • Get Stock Last Quote
  • Get Stock Last Trade
  • Get Stock Market Aggregates
  • Get Stock Market Status
  • Get Stock Previous Close Data
  • Get Stock Snapshot
  • Get Technical Indicators
  • Convert Cryptocurrencies
  • Convert Currency
  • Get Country Details
  • Get Crypto Detail
  • Get Crypto News
  • Get Currency Detail
  • Get Forex News
  • Get Most Active US Stocks
  • Get SEC RSS Feed
  • Get Sector Performance
  • Get Stock Company Details
  • Get Stock Market News

and 9 more

Changes 0

None.

More Analytics apps Flann works with

See all integrations

Common questions

What can Flann do with countries in Finage?

Flann can look up and search countries in Finage, using 2 actions (Get Country Details, Search Country). All of them only look things up, so they run straight away.

What can Flann do with cryptocurrencies in Finage?

Flann can look up and search cryptocurrencies in Finage, using 2 actions (List Cryptocurrencies by Market Cap, Search Cryptocurrency). All of them only look things up, so they run straight away.

How does Flann connect to Finage?

Open Connectors in Flann, choose Finage and paste your Finage API key into a secure form. You will find the key in your Finage account settings. Once it is connected, Flann can use 39 actions in Finage.

Do I need to open Finage to use it with Flann?

No. Once Finage is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Finage.

Which Flann plan do I need for Finage?

Any of them. Every Flann plan includes Finage and every other app.

Put Finage to work from WhatsApp.

Flann connects to the WhatsApp number you already use. Connect Finage and ask for what you need. Live in 24 hours.