Cheddar is a leading platform for streamlining financial operations and revenue management.
Enhance your financial processes with AI agents that can automate billing workflows, manage subscriptions intelligently, and provide real-time financial insights.
Cheddar streamlines financial operations with powerful billing and subscription management. Relevance AI transforms this into intelligent financial workflows with AI agents that can automate customer interactions and deliver real-time insights.
Intelligent Workflow Orchestration
The agent automates complex financial processes, streamlining operations and enhancing efficiency.
Real-Time Financial Insights
The agent provides instant access to financial reports, enabling informed decision-making on the fly.
Automated Billing Precision
The agent reduces billing errors through automation, ensuring accurate invoicing and faster payments.
Relevance AI gives you access to Cheddar's financial management capabilities within your automated workflows and AI agents.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Cheddar account
- A Relevance AI account with access to the workspace you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Cheddar data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about authorization headers, request formatting, or API limits.
Built-in validation and error handling ensure your workflows run smoothly, with automatic response parsing and status code management.
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.
Best Practices for Non-Technical Users
To get the most out of the Cheddar + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct authorization settings and permission types are selected.
- Use appropriate HTTP methods: Choose GET for retrieving data, POST for creating, PUT/PATCH for updates.
- Structure API paths clearly: Follow Cheddar's URL patterns for reliable endpoint access.
- Handle responses effectively: Monitor response status codes and body content for successful operations.
- Manage request headers: Include necessary custom headers while respecting authorization header restrictions.
