Finmo is a financial management platform that streamlines business financial operations through automated reporting, budgeting, and forecasting tools.
Enhance your financial processes with AI Agents that can analyze data, generate reports, and provide predictive insights.
Finmo delivers robust financial management and reporting tools. Relevance AI transforms this into intelligent AI Agents that can automate complex financial workflows, analyze data, and deliver real-time insights.
Real-Time Insights
The agent provides immediate access to financial data, enhancing decision-making.
Automated Reporting
Effortlessly generates and distributes reports, saving time and reducing errors.
Proactive Budgeting
Tracks budget variances in real-time, enabling timely adjustments and control.
Relevance AI gives you access to Finmo's financial management capabilities within your AI-powered workflows.
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 Finmo 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 uses secure OAuth authentication, ensuring only authorized workflows access your Finmo data. Relevance AI handles API operations through Finmo's endpoints seamlessly—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in validation and response handling ensure your financial workflows run reliably, with automatic error handling and data transformation.
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 Finmo + Relevance AI integration without writing code:
- Use proper authentication: Ensure your Finmo API credentials are correctly configured and secured.
- Follow API best practices: Use appropriate HTTP methods for different operations (GET for retrieval, POST for creation).
- Handle responses properly: Always check response status codes and handle errors gracefully.
- Optimize requests: Minimize API calls by batching operations when possible.
- Monitor usage: Keep track of API rate limits and implement appropriate request spacing.
