Integrations / Accounting
Manage Finmei invoices and products from WhatsApp
Flann connects Finmei to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Finmei action. Here is what changes when Finmei talks to Flann.
24 actions in Finmei. 13 only look things up, and 11 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Finmei
Type it or say it in a voice note. Flann works out which Finmei action you mean.
“Look up the payment in Finmei.”
“Show me my expenses in Finmei.”
“Show me my invoices in Finmei.”
“Create an expense in Finmei.”
“Create an invoice in Finmei.”
“Delete the payment in Finmei.”
What Flann can work with in Finmei
Finmei gives Flann 24 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Invoices | createdeletelook upupdate | 5 |
| Expenses | createlook upupdate | 4 |
| Products | deletelook upupdate | 4 |
| Customers | deletelook upupdate | 3 |
| Payments | deletelook up | 3 |
| Expense files | downloadupdate | 2 |
Side by side, the two ways of working in Finmei:
| Compare | Finmei on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about invoices | Filters and searches you run yourself | 13 look-ups, answered straight away |
| Making changes | Typed in by hand | 11 changes, made from a message |
| Finmei records | All of them, one screen at a time | 8 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Finmei API key, once |
YesPartlyNo
Step by step: Finmei jobs you can hand to Flann
What happens between your message and the result in Finmei.
Create an invoice from a voice note
- You message Flann on WhatsApp: “Create an invoice in Finmei with these details.”
- Flann runs
List Invoicesin Finmei and shows you what it found. - Flann runs
Create Invoicein Finmei. - Flann creates it in Finmei and confirms in the chat.
Fix a product without opening Finmei
- You message Flann on WhatsApp: “Change the product in Finmei: here is what is different.”
- Flann runs
List Productsin Finmei and shows you what it found. - Flann runs
Update Productin Finmei. - Flann makes the change in Finmei and confirms in the chat.
Clean up customers you no longer need
- You message Flann on WhatsApp: “Which customers in Finmei are out of date? Remove the ones I confirm.”
- Flann runs
List Customersin Finmei and shows you what it found. - Flann runs
Delete Customerin Finmei. - Each removal is confirmed in the chat.
The Finmei jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Invoice the job on the way out
Today
You finish a job, head to the next one and promise yourself the invoice will go out tonight. Often it does not.
With Flann
“Invoice Hassan for the kitchen fit, materials plus labour, usual terms.”
Within Finmei, Flann finds Hassan, builds the invoice from the lines you described and applies your standard payment terms. It stays a draft for now.
What you stop doing: Unbilled work stops living in your head.
Knowing which bills to pay
Today
Supplier bills arrive by email, post and WhatsApp, and only some of them make it into Finmei. Due dates slip past and late fees follow.
With Flann
“List the supplier bills due before Friday in Finmei and what we have in the bank.”
Straight from Finmei, Flann lists the bills falling due, with the supplier, the amount and any that are already late, next to your current balance. You decide what to pay.
What you stop doing: Nobody has to keep due dates on a sticky note by the till.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Finmei
- In Flann, go to Connectors and find Finmei.
- Paste your Finmei API key into the secure form Flann opens. You will find the key in your Finmei account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Finmei action itself.
Reading from Finmei is instant. Finmei stays connected until you remove it in Connectors.
Ways to use Finmei with Flann
Your month in one message
Ask “how did we do this month?” and Flann answers from Finmei in plain words, on your phone, between customers.
Chase what is owed
Ask Flann who still owes you. It checks Finmei, lists the open items and drafts a reminder for each customer.
Find the slow payers
Ask which customers pay late. Flann reads the history in Finmei and gives you the short list, so you decide who gets a nudge.
Everything Flann can do in Finmei
All 24 Finmei actions, as Flann sees them.
Looks up 13
- Download Invoice PDF
- Get Expense by ID
- Get Invoice by ID
- Get Payment
- Get Product by ID
- Get Profile
- List Currencies
- List Customers
- List Expenses
- List Invoices
- List Payments
- List Products
- Download Expense File
Changes 11
- Create Expense
- Create Invoice
- Delete Customer
- Delete Invoice
- Delete Payment
- Delete Product
- Update Customer
- Update Expense
- Update Expense File
- Update Invoice
- Update Product
More Accounting apps Flann works with
Stripe
ERPNext
QuickBooksCommon questions
What can Flann do with invoices in Finmei?
Flann can create, delete, look up and update invoices in Finmei, using 5 actions (Create Invoice, Delete Invoice, Get Invoice by ID, List Invoices and more). Looking up runs straight away and changes nothing. The other actions create or change invoices in Finmei.
What can Flann do with expenses in Finmei?
Flann can create, look up and update expenses in Finmei, using 4 actions (Create Expense, Get Expense by ID, List Expenses, Update Expense). Looking up runs straight away and changes nothing. The other actions create or change expenses in Finmei.
How does Flann connect to Finmei?
Open Connectors in Flann, choose Finmei and paste your Finmei API key into a secure form. You will find the key in your Finmei account settings. Once it is connected, Flann can use 24 actions in Finmei.
How do I ask Flann to do something in Finmei?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Finmei action that fits and asks if anything is missing.
Which Flann plan do I need for Finmei?
Any of them. Every Flann plan includes Finmei and every other app.