Give your agents the tools to act.
A toolkit connects an agent to an app or service, with every action it offers labelled read, write or destructive, so you decide what an agent may touch.
2 results for “Look up customer payments” in FinanceClear
QuickBooks Online
Read a QuickBooks company: invoices, bills, customers, vendors, the chart of accounts, and the two headline reports.
Finance10 actions
Xero
Read Xero invoices, contacts, accounts, bank transactions, payments, and the two headline reports.
Finance10 actions
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