Alegra is an accounting and billing platform that streamlines financial management for businesses. By integrating with Relevance AI, you can automate tasks and gain insights that drive better financial outcomes.
Alegra simplifies accounting and billing processes, while Relevance AI empowers you to leverage that data with AI Agents for smarter decision-making and efficiency.
Financial Data Orchestration
The AI Agent seamlessly coordinates and processes complex financial transactions across multiple currencies and payment systems
Predictive Cash Flow Intelligence
Leverages historical data patterns to forecast financial trends and optimize business cash flow management
Real-time Financial Insights
Continuously analyzes accounting data to provide instant visibility into business performance metrics
Relevance AI seamlessly integrates with Alegra to enhance your accounting workflows through intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- An Alegra account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration enables seamless connectivity between Alegra's accounting/billing platform and Relevance AI, allowing you to automate contact management, invoice creation, and customer data synchronization. With this integration, you can enjoy automated contact creation and management, streamlined invoice generation, real-time data synchronization, and secure OAuth-based authentication.
To get started, ensure you have an active Alegra account with API access, a Relevance AI account, and the necessary OAuth credentials, including your Client ID and Client Secret. Additionally, make sure your system meets the requirements of Node.js 12.x or higher and has HTTPS support for OAuth callbacks.
Once you have the prerequisites in place, configure OAuth authentication and set up the base configuration for API calls. You can quickly find contacts, create new contacts, and generate invoices using the provided code snippets. For example, to find a contact, simply query by email, phone, or name, and handle the response accordingly.
In case of common issues, such as authentication errors or contact creation failures, refer to the troubleshooting section for solutions. Implement best practices like error handling, rate limiting, and data validation to ensure smooth operation. Additionally, set up logging for API calls to monitor performance and catch any critical failures.
For further assistance, consult the Alegra API Documentation, Relevance AI Documentation, or reach out to the Integration Support Channel for context as needed.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Alegra + Relevance AI integration without writing code:
- Start with a clean Alegra account: Ensure your contacts and invoices are organized with clear naming conventions and consistent data formats.
- Use templates: Relevance AI provides pre-built workflows for automating contact management and invoice creation—perfect for quick setup.
- Connect carefully: Double-check your OAuth credentials and permissions to ensure seamless integration with your Alegra account.
- Test before scaling: Run automations on a small set of data first to identify any potential issues before applying them to your entire dataset.
- Watch for rate limits: Implement exponential backoff for retries and monitor your API usage to avoid hitting limits.
