Finmo AI agent for Slack and Teams
Put Wopie to work in Finmo.
Wopie tracks your Finmo payments, checks what a payout needs and prepares refunds for your OK.
$100 in credits · No card needed
Adaeze in #payments
@wopie what happened to the payment from Brightwell?
Wopie Quoted 60 credits before starting
Brightwell paid $8,400 on 17 October. It cleared in two days and is marked complete.
Used 52 credits·Answered in #payments
Adaeze in #payments
@wopie what do we need to pay a supplier in Kenya?
Wopie Quoted 75 credits before starting
For Kenya you need the bank name, account number and the supplier's full address. I listed each one.
Used 66 credits·Answered in #payments
Adaeze in #payments
@wopie add Lumen Studio as a customer
Wopie Quoted 50 credits before starting
Lumen Studio is ready to add with the contact and country from your message.
Used 46 credits·Waiting for your OK
Adaeze in #payments
@wopie pay Savanna Foods $2,150 for invoice 884
Wopie Quoted 260 credits before starting
Payout ready: $2,150 to Savanna Foods for invoice 884. Their bank details are already saved.
Used 243 credits·Waiting for your OK
How Wopie works with Finmo.
Wopie is an AI agent that works in Finmo for you. You ask in Slack or Microsoft Teams. It looks up a payment, lists customers and shows what details a payout needs. It drafts payouts and refunds. Money only moves after a person says yes.
- 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Finmo.
- 2Wopie does the workIt tells you the credits first, then works in Finmo and your other tools, and posts the result in the thread.
- 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
- Works in
- Slack and Microsoft Teams
- Connects
- With your Finmo API key
- Category
- Sales & CRM
- What it can do
- 19 Finmo actions: 13 look things up, 6 make changes
- Price
- $100 in free credits, then pay per job
Wopie uses Finmo with your other tools.
Ask for a result that needs more than one tool. Wopie pulls from Finmo, checks the rest and hands back one finished answer.
Everything Wopie can do in Finmo.
19 Finmo actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 13 only look things up. The rest make changes, inside the access you give it.
- Create customerChanges
Create a real production Finmo customer profile containing personal or company identity data.
- Create payinChanges
Create a real production payin that can collect money from a customer and credit a customer or merchant wallet.
- Create payoutChanges
Send real production funds from a Finmo wallet to a beneficiary.
- Create payout beneficiaryChanges
Create a real payout beneficiary in the connected Finmo production account.
- Create refundChanges
Issue a real production full refund for a completed Finmo payin.
- Get payin method requirementsLooks up
Return the dynamic required fields, validation regexes, limits, instructions, and capabilities for one Finmo payin method.
- Get paymentLooks up
Get one payin, payout, or refund by its Finmo reference.
- Get payout method requirementsLooks up
Return the dynamic payout, beneficiary, and sender field requirements for one Finmo payout method.
- Get walletLooks up
Get one wallet and its currency accounts, including actual and available balances.
- List customersLooks up
List one page of individual or company customer profiles and wallet-readiness state.
- List payin methodsLooks up
- List payinsLooks up
List inbound payment attempts with status, method, customer, wallet, and time filters.
Safe in Finmo by default.
- Only what you share
Wopie sees only what your Finmo connection allows, and never more than the person who asked.
- Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
- Every step on record
Each change it makes in Finmo is logged, with who asked and who approved it.
From owners using it
What owners are saying.
“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals
More Sales & CRM integrations.
Wopie works in 3,200+ apps, and can use several in one job.
Finmo integration
Finmo questions, answered.
No. Every payout and refund waits for your OK.
Finmo and its logo belong to their owner and are shown only to say the two work together.