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 Finmei + Relevance AI integration without writing code:
- Start with a clear invoice structure: Use consistent field names and formats for buyer and product information.
- Utilize pre-built workflows: Relevance AI provides templates for creating, updating, or fetching invoices—perfect for quick setup.
- Connect securely: Ensure you have the correct OAuth credentials and permissions set up during integration.
- Test with sample data: Validate your API calls with test invoices to prevent issues in production.
- Monitor API usage: Keep an eye on rate limits and implement exponential backoff for retries to avoid throttling.
