Integrations / Payment Processing
Manage Finmo customers and refunds from WhatsApp
Flann connects Finmo to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Finmo action. Once Finmo is linked, Flann can look up any invoice, payment or account the moment you ask. Edits are different.
19 actions in Finmo. 13 only look things up, and 6 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Finmo
Type it or say it in a voice note. Flann works out which Finmo action you mean.
“Show me my refunds in Finmo.”
“Look up the payment in Finmo.”
“Show me my customers in Finmo.”
“Create a refund in Finmo.”
“Create a customer in Finmo.”
“Create a payin in Finmo.”
What Flann can work with in Finmo
Finmo gives Flann 19 actions across 12 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Customers | createlook up | 2 |
| Payouts | createlook up | 2 |
| Refunds | createlook up | 2 |
| Payins | createlook up | 2 |
| Payout beneficiaries | createlook up | 2 |
| Wallets | look up | 2 |
Side by side, the two ways of working in Finmo:
| Compare | In Finmo yourselfYou click through each job | Flann on FinmoYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about customers | Filters and searches you run yourself | 13 look-ups, answered straight away |
| Making changes | Typed in by hand | 6 changes, made from a message |
| Finmo records | All of them, one screen at a time | 12 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Finmo API key, once |
YesPartlyNo
Step by step: Finmo jobs you can hand to Flann
What happens between your message and the result in Finmo.
Create a customer from a voice note
- You message Flann on WhatsApp: “Create a customer in Finmo with these details.”
- Flann runs
List Customersin Finmo and shows you what it found. - Flann runs
Create Customerin Finmo. - Flann creates it in Finmo and confirms in the chat.
Get answers about your refunds
- You message Flann on WhatsApp: “What is the latest on our refunds in Finmo?”
- Flann runs
List Refundsin Finmo and shows you what it found. - Nothing in Finmo is changed: these are look-ups, so they run straight away.
Check your payments from WhatsApp
- You message Flann on WhatsApp: “Show me where our payments in Finmo stand.”
- Flann runs
Get Paymentin Finmo and shows you what it found. - Nothing in Finmo is changed: these are look-ups, so they run straight away.
The Finmo 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 Finmo, 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.
Refunds handled properly
Today
When a customer asks for money back, you search Finmo for the original payment, check what was bought and work out how much is due. Then you still have to reply.
With Flann
“Refund the deposit Omar paid last week, he cancelled in time.”
Locating Omar’s payment in Finmo, Flann confirms the amount and prepares the refund against the original charge. It also drafts a short message telling Omar when to expect the money.
What you stop doing: Refunds stop turning into a small investigation.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Finmo
- Search for Finmo in Flann’s Connectors.
- Paste your Finmo API key into the secure form Flann opens. You will find the key in your Finmo account settings.
- From then on, message Flann on WhatsApp. It works in Finmo whenever a request needs it.
Reading from Finmo is instant. Finmo stays connected until you remove it in Connectors.
Ways to use Finmo with Flann
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Finmo, before you answer.
Your month in one message
Ask “how did we do this month?” and Flann answers from Finmo in plain words, on your phone, between customers.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Finmo and shows it to you before saving.
Everything Flann can do in Finmo
All 19 Finmo actions, as Flann sees them.
Looks up 13
- Get Payin Method Requirements
- Get Payment
- Get Payout Method Requirements
- Get Wallet
- List Customers
- List Payin Methods
- List Payins
- List Payout Beneficiaries
- List Payout Methods
- List Payouts
- List Refunds
- List Transactions
- List Wallets
Changes 6
- Create Customer
- Create Payin
- Create Payout
- Create Payout Beneficiary
- Create Refund
- Transfer Wallet Funds
More Payment Processing apps Flann works with
StripeCommon questions
What can Flann do with customers in Finmo?
Flann can create and look up customers in Finmo, using 2 actions (Create Customer, List Customers). Looking up runs straight away and changes nothing. The other actions create or change customers in Finmo.
What can Flann do with payouts in Finmo?
Flann can create and look up payouts in Finmo, using 2 actions (Create Payout, List Payouts). Looking up runs straight away and changes nothing. The other actions create or change payouts in Finmo.
How does Flann connect to Finmo?
Open Connectors in Flann, choose Finmo and paste your Finmo API key into a secure form. You will find the key in your Finmo account settings. Once it is connected, Flann can use 19 actions in Finmo.
How do I ask Flann to do something in Finmo?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Finmo action that fits and asks if anything is missing.
Is Finmo included in my Flann plan?
Yes. Every Flann plan includes every app, Finmo included.