Finmei is an API integration that facilitates efficient invoice management and financial operations. With Relevance AI, you can elevate this process by leveraging AI Agents to automate tasks and gain deeper insights into your financial data.
Finmei streamlines invoice management through its powerful API, while Relevance AI empowers you to automate and optimize financial operations with AI Agents that can analyze and act on your data.
Financial Data Orchestration
AI agent seamlessly extracts, validates, and standardizes complex financial data across multiple document types with 99.5% accuracy
Automated Document Intelligence
Agent processes and categorizes financial documents in real-time, reducing manual processing time by up to 80%
Workflow Acceleration
Agent streamlines financial operations by automating document routing, approval processes, and system updates
Relevance AI integrates seamlessly with Finmei, allowing you to enhance your financial workflows with intelligent invoice management.
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 Finmei account
- A Relevance AI account with access to your project and datasets
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Finmei API integration utilizes secure OAuth authentication, ensuring that only authorized workflows can access your financial data. This integration allows you to automate invoice management, enabling seamless operations without the hassle of manual entry.
Relevance AI manages API operations (like creating, fetching, and updating invoices) in the background, so you don’t have to worry about errors, formatting, or limits. Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary.
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 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
