Finmei connector for Okou
Manage business-scoped invoices, expenses, and business profile information in Finmei.
Sales & operations · API Token
Use Finmei in Okou
Use Finmei to read the connected business profile, list and retrieve invoices or expenses, create or update invoices and expenses, replace expense bill files, or delete an invoice.
Once connected, supported Finmei actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Finmei
- Create an expense and upload its bill; changes business data and storage.
- Create a business invoice; changes provider state and may consume plan quota.
- Read the business identity and tax metadata assigned to the token; no credential output.
- Read existing business expense records and their metadata.
- Read existing business invoices, line items, and payment metadata.
- Change expense fields or replace a bill file; changes business data and storage.
- Change an invoice, including buyer, seller, lines, or payment status.
How the Finmei connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Finmei
Choose API Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Finmei securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Finmei covers
The topics this connector's published operations touch.
- invoicing
- expenses
- business finance
Finmei connector questions
- What can Okou do with Finmei?
- Manage business-scoped invoices, expenses, and business profile information in Finmei. Documented actions include: Create an expense and upload its bill; changes business data and storage. Create a business invoice; changes provider state and may consume plan quota.
- How do I connect Finmei to Okou?
- Connect Finmei using API Token. The connection controls which supported actions a workflow can use.
- Can Finmei run in an automated workflow?
- Yes. After it is connected, supported Finmei actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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