Wave is a financial management platform that allows businesses to manage customers, create invoices, and interact with financial data programmatically. With Relevance AI, you can elevate these capabilities by leveraging AI Agents to streamline and enhance your financial workflows.
Wave simplifies financial operations with its robust platform for managing invoices and customers. Relevance AI amplifies this by enabling intelligent AI Agents to automate and optimize your financial processes.
Financial Intelligence Mastery
The AI agent gains deep understanding of financial data patterns to provide predictive insights and proactive recommendations.
Dynamic Cash Flow Optimization
Intelligent analysis and automation of payment cycles to maximize business liquidity and financial efficiency.
Predictive Financial Forecasting
Advanced modeling of future financial scenarios using historical data patterns and market trends.
Relevance AI seamlessly integrates with Wave to enhance your financial management 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 Wave 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 Wave integration leverages secure OAuth authentication, ensuring only authorized workflows access your financial data through Wave's platform. Relevance AI manages complex API operations (like customer creation, invoice generation, and custom API calls) in the background—handling authentication, data validation, and rate limiting automatically.
Built-in error handling and response formatting ensure your financial workflows run reliably, with automatic retry logic and proper data type conversion across all API interactions.
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 Wave + Relevance AI integration without writing code:
- Start with a well-structured Wave account: Ensure your business account is set up with clear customer and invoice data.
- Utilize pre-built workflows: Relevance AI provides templates for managing customers and creating invoices, making it easy to get started.
- Connect securely: Verify that you are using the correct OAuth credentials and permissions during the integration setup.
- Test with sample data: Before implementing on live data, run tests to ensure everything functions as expected.
- Monitor API usage: Be aware of API rate limits and implement strategies like batching requests to avoid throttling.
