ceven

Finmei

Automates the creation of invoices and customer records while syncing payment status and product catalogs to your backend systems.

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Why use Ceven?

  1. AI native Finmei integration

    • Describe the outcome and Ceven picks the right Finmei calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Finmei data, across all 24 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Finmei access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Finmei, when, and on whose behalf.
    • The agent pauses and asks when Finmei is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Finmei.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Finmei action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Finmei, and when to use it.

Create Invoice
Use this when you have all invoice details ready and need to record a new bill for a customer.
Delete Customer
Remove a specific customer record by ID after confirming the account is no longer active.
Delete Invoice
Use this to remove an existing invoice by ID when a billing error occurs.
Delete Payment
Remove a payment record by ID after confirming the transaction was obsolete or voided.
Delete Product
Permanently remove a product from the catalog by ID to clean up old offerings.
Get Payment
Pull details of a specific payment by ID to confirm the amount and date received.
Get Product by ID
Retrieve detailed information about a single product to verify pricing or descriptions.
List Currencies
Pull all supported currency codes to ensure a transaction uses a valid Finmei currency.
List Customers
Browse or search customer records using optional filters and pagination.
List Invoices
Retrieve a paginated list of invoices to check for pending or overdue payments.
List Payments
View past payment records with optional filters to reconcile monthly revenue.
List Products
Browse or filter the product catalog to find the correct item for a new invoice.
Update Customer
Modify an existing customer record after confirming the correct customer ID.
Update Product
Change product information or pricing after confirming the product ID.

14 actions · scroll to see them all

Frequently asked questions

Ceven manages Finmei API limits by implementing a smart queue for all write actions. Finmei imposes a strict limit on the number of requests per minute for standard accounts. If a workflow attempts to create hundreds of invoices at once, Ceven will automatically throttle the requests to stay within the allowed threshold. You will see a pending status in your workflow log while the agent waits for the rate limit window to reset. This prevents your API key from being temporarily blocked and ensures that every invoice is eventually delivered without manual intervention or failed requests during high volume periods.
Yes. While Finmei focuses on the creation and management of individual invoices, Ceven adds the scheduling layer. You can set up a Ceven workflow that triggers on a specific calendar date or a recurring event in your CRM. The agent will then call the Create Invoice action in Finmei using the stored customer and product data. This effectively creates a subscription billing system where the agent handles the timing and Finmei handles the professional document generation and payment tracking for your clients.
Ceven leverages the List Currencies tool to ensure that every invoice created is compliant with Finmei supported codes. Before the agent submits a new invoice, it checks the currency requested in your workflow against the available list in Finmei. If there is a mismatch, the agent will flag the error or attempt to convert the currency based on your predefined rules. This prevents API errors during the invoice creation process and ensures that international clients are billed in the correct local currency.
When a customer is deleted in Finmei, any associated invoices remain in the system but lose their primary customer link. Ceven can be configured to perform a cleanup workflow. When the Delete Customer action is triggered, the agent can first list all invoices associated with that ID and archive them in your own database or CRM before the record is permanently removed from Finmei. This ensures you maintain a complete financial audit trail even after a client relationship has officially ended.
Yes. You can build a workflow where a price change in your master product spreadsheet triggers the Update Product action in Finmei. The agent identifies the product ID, updates the unit price, and can even notify your sales team that the change is live. This ensures that every new invoice created by the agent uses the most current pricing without you having to manually edit each product in the Finmei catalog every time your rates change.
Finmei returns lists of invoices and payments in pages. Ceven handles this automatically by walking the pagination cursor. When you ask the agent to find an invoice from six months ago, it does not just look at the first page of results. It will continue to request subsequent pages from the Finmei API until it finds the specific record or reaches the end of the list. This happens in the background so you receive a single consolidated answer regardless of how many thousands of invoices you have.
Ceven acts as the bridge between Finmei and your other software. You can create a workflow that runs the List Payments action every hour. The agent filters for new payments since the last run and pushes those details into your accounting software or a Slack channel for your finance team. Because Ceven can read the specific payment ID and amount, it can match the payment to a specific project or deal in your CRM, providing a fully automated reconciliation flow.
Yes. You can provide the agent with a list of product names or a date range for when they were last used. The agent will use List Products to find the corresponding IDs and then loop through the Delete Product action for each one. To prevent accidental data loss, Ceven typically asks for a final confirmation after it has compiled the list of IDs to be deleted but before it sends the actual delete commands to the Finmei API.

Alternatives to Finmei

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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