Integrations / Payment Processing
Wise on WhatsApp: manage quotes with an AI agent
Flann turns Wise into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Wise for you. Connecting Wise means your books answer back. Ask Flann a question on WhatsApp, by text or voice note, and it reads Wise and replies in plain language while you are still behind the counter.
9 actions in Wise. 8 only look things up, and 1 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Wise
You do not need the exact wording. These are the kinds of messages Flann turns into Wise actions.
“Look up the quote in Wise.”
“Show me my balances in Wise.”
“Show me my profiles in Wise.”
“Create a quote in Wise.”
What Flann can work with in Wise
Wise gives Flann 9 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Quotes | createlook up | 2 |
Here is what changes when Wise goes through Flann instead of its own screens.
| Compare | Opening WiseLog in, find it, do it | Wise through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about quotes | Filters and searches you run yourself | 8 look-ups, answered straight away |
| Making changes | Typed in by hand | 1 change, made from a message |
| Wise records | All of them, one screen at a time | 8 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Wise API key, once |
YesPartlyNo
Step by step: Wise jobs you can hand to Flann
How a request turns into real Wise actions, one step at a time.
Create a quote from a voice note
- You message Flann on WhatsApp: “Create a quote in Wise with these details.”
- Flann runs
Get Quotein Wise and shows you what it found. - Flann runs
Create Quotein Wise. - Flann creates it in Wise and confirms in the chat.
Get answers about your activities
- You message Flann on WhatsApp: “What is the latest on our activities in Wise?”
- Flann runs
List Activitiesin Wise and shows you what it found. - Nothing in Wise is changed: these are look-ups, so they run straight away.
Check your balances from WhatsApp
- You message Flann on WhatsApp: “Show me where our balances in Wise stand.”
- Flann runs
List Balancesin Wise and shows you what it found. - Nothing in Wise is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Wise
Small jobs, repeated often, are where the time goes. Here is how they change once Wise is connected.
Matching payments to invoices
Today
Bank lines arrive in Wise with vague references, and you match them against open invoices one at a time. A single partial payment can unravel the whole session.
With Flann
“Match this week’s bank payments to invoices in Wise and flag anything that does not fit.”
Using amounts, names and references, Flann pairs each incoming payment in Wise with the invoice it most likely settles. Partial payments and strays go on a separate list.
What you stop doing: No more scrolling bank lines hunting for the invoice they belong to.
Knowing which bills to pay
Today
Supplier bills arrive by email, post and WhatsApp, and only some of them make it into Wise. Due dates slip past and late fees follow.
With Flann
“List the supplier bills due before Friday in Wise and what we have in the bank.”
Straight from Wise, 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 Wise
- Search for Wise in Flann’s Connectors.
- Paste your Wise API key into the secure form Flann opens. You will find the key in your Wise account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Wise action and fills in the details.
Of the 9 Wise actions, 8 only read. The other 1 create, update, send or delete. Disconnect Wise in Connectors whenever you like.
Ways to use Wise with Flann
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Wise, before you answer.
Find the slow payers
Ask which customers pay late. Flann reads the history in Wise and gives you the short list, so you decide who gets a nudge.
Chase what is owed
Ask Flann who still owes you. It checks Wise, lists the open items and drafts a reminder for each customer.
Everything Flann can do in Wise
Every Wise action Flann can run, split into what it reads and what it changes.
Looks up 8
- Get Exchange Rate
- Get Quote
- List Activities
- List Balances
- List Profiles
- List Recipients
- List Supported Currencies
- List Transfers
Changes 1
- Create Quote
More Payment Processing apps Flann works with
RazorpayCommon questions
What can Flann do with quotes in Wise?
Flann can create and look up quotes in Wise, using 2 actions (Create Quote, Get Quote). Looking up runs straight away and changes nothing. The other actions create or change quotes in Wise.
How does Flann connect to Wise?
Open Connectors in Flann, choose Wise and paste your Wise API key into a secure form. You will find the key in your Wise account settings. Once it is connected, Flann can use 9 actions in Wise.
Do I need to open Wise to use it with Flann?
No. Once Wise is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Wise.
Is Wise included in my Flann plan?
Yes. Every Flann plan includes every app, Wise included.