Quipu is an online bookkeeping service that automates the management of invoices, contacts, and financial documents. By integrating with Relevance AI, you can elevate your bookkeeping experience with AI-driven insights and automation.
Quipu simplifies bookkeeping by automating invoice and document management. With Relevance AI, you can leverage AI Agents to optimize these processes, making financial operations smarter and more efficient.
Financial Document Mastery
The AI agent gains advanced capabilities to process, analyze, and extract data from diverse financial documents with 99%+ accuracy
Real-time Financial Intelligence
Processes and analyzes financial documents in real-time, enabling immediate insights and faster decision-making
Enhanced Compliance Automation
Maintains audit trails and ensures regulatory compliance through automated document handling and validation processes
Relevance AI seamlessly integrates with Quipu to enhance your financial 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:
- A Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration leverages OAuth 2.0 authentication to securely connect Quipu and Relevance AI, enabling automated management of invoices, contacts and financial documents. Relevance AI handles all Quipu API operations in the background—managing authentication, rate limits, and data validation so you can focus on building workflows without worrying about the technical implementation details.
Built-in data validation ensures proper formatting of tax IDs, dates, and monetary amounts while automatic type conversion handles currency calculations and numerical operations across your bookkeeping workflows.
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 Quipu + Relevance AI integration without writing code:
- Start with a clean Quipu account: Organize your contacts and invoices with clear naming conventions and consistent data formats.
- Use pre-built API calls: Relevance AI provides templates for creating contacts, invoices, and tickets—perfect for quick implementation.
- Connect securely: Ensure you have the correct OAuth credentials and permissions set up during the integration process.
- Test before scaling: Validate your API calls with test data to prevent issues when processing real transactions.
- Monitor for errors: Implement error handling and logging to quickly identify and resolve issues during integration.
