An agent that can answer a billing question is helpful. An agent that can raise the invoice — and check whether the money landed — is a colleague.
From conversation to invoice
When a customer is ready to pay, you don’t want your agent handing them off to a form and hoping for the best. With the PayPal connector, your agent raises and sends a PayPal invoice inside the same conversation where the customer decided to buy — then reads back the transaction to confirm it cleared. It asks you to confirm before anything financial goes out, so nothing leaves on a guess. The flow stays unbroken, and the work that used to bounce between your support inbox and your finance tool happens in one place.
Reading the financial picture
Sending the invoice is only half of it. Banking connectors for Mercury and Revolut let an agent read your financial data, so it can answer questions grounded in what actually happened in your accounts rather than a stale spreadsheet. Ask whether an invoice cleared, what came in this week, or whether a customer’s transfer arrived — and get an answer from the source.
Credentials are encrypted and injected at the network edge — never placed in the prompt the model sees. The agent uses the access without ever holding the keys.
The right agent, the right account
Money is exactly the kind of thing you don’t want crossing wires. Agentura connectors are project-scoped, so each agent reaches only the accounts that belong to its project. Your support agent for one brand never touches the finances of another, and a single misrouted request can’t reach the wrong account.
- PayPal — raise and send invoices, and read transactions, without leaving the conversation.
- Mercury & Revolut — read balances and transactions to answer with real numbers.
- Encrypted everywhere — secrets live at the edge, not in the model context.
Why it matters
Invoicing and reconciliation are where most “AI assistants” quietly give up and route to a human. Giving your agent secure, scoped access to PayPal and your bank closes that gap — it raises the invoice, watches for the money, and answers from your real accounts, turning a polite chatbot into something that finishes the job and keeps your books honest while it does.