AI Tools (Finance)
26 finance-specific tools your AI assistant can run on your behalf — invoices, expenses, banking, payments, credit notes, PEPPOL.
The Workestra AI assistant can read your finance data and run actions on your behalf. Open the AI panel from anywhere (Cmd/Ctrl + K, or the AI button in the sidebar) and ask in plain English — the assistant calls the right tool automatically.
Write actions need confirmation. Tools that create, update, or move money always show a confirmation card with the exact change before anything is written. You stay in control.
What you can ask
Invoicing
- "Show me overdue invoices over €1,000."
- "Create an invoice for Acme Corp — 5 hours of consulting at €120/hr."
- "Mark invoice INV-0042 as paid."
Expenses
- "What did we spend on travel last month?"
- "Submit a €45 expense for tomorrow's client lunch."
- "Approve all pending expenses under €50."
Banking
- "How much cash do we have across all accounts?"
- "Sync the Plaid connection for the operating account."
- "Show me bank transactions over €5,000 this month."
Payments & refunds
- "List successful payments on invoice INV-0042."
- "Send the customer a Stripe checkout link for INV-0042."
- "Refund €100 of payment pi_3xyz."
Credit notes
- "List unapplied credit notes for Acme Corp."
- "Issue a €200 credit note against INV-0042 for a returned item."
- "Apply credit CN-0007 to invoice INV-0044."
PEPPOL e-invoicing
- "Send INV-0042 via PEPPOL."
- "Show today's inbound PEPPOL invoices."
The tools, by area
The AI has 26 finance tools across six areas. You don't need to remember names — just describe what you want.
Invoicing (5 tools)
| Tool | What it does |
|---|---|
list_invoices | Search/filter invoices by status, customer, amount, date |
create_invoice | Draft a new invoice with line items |
update_invoice | Edit a draft (line items, due date, notes) |
send_invoice | Email the invoice to the customer with PDF attached |
mark_invoice_paid | Manually flip an invoice to Paid (e.g., for offline payment) |
Expenses (4 tools)
| Tool | What it does |
|---|---|
list_expenses | Filter by category, date, status, submitter |
create_expense | Submit a new expense with vendor, amount, category |
update_expense | Edit a pending expense |
approve_expense | Approve or reject a pending expense (manager+ only) |
Banking (3 tools)
| Tool | What it does |
|---|---|
list_bank_accounts | List connected bank accounts with balances |
list_bank_transactions | Filter transactions by account, date, amount |
sync_bank_account | Trigger a fresh sync for one account |
Payments (3 tools)
| Tool | What it does |
|---|---|
list_invoice_payments | Show payments recorded against an invoice |
create_payment_checkout | Generate a Stripe pay link for an invoice |
refund_payment | Issue a full or partial refund |
Credit notes (3 tools)
| Tool | What it does |
|---|---|
list_credit_notes | Filter by customer, status, applied/unapplied |
create_credit_note | Issue a new credit, optionally linked to an invoice |
apply_credit_note | Apply a credit (in full or partially) to an invoice |
PEPPOL (2 tools)
| Tool | What it does |
|---|---|
send_peppol_invoice | Submit an invoice through your PEPPOL access point |
list_peppol_inbox | List inbound PEPPOL messages waiting for review |
Plus 6 more tools shared across Finance
get_financial_overview, list_quotations, create_quotation, convert_quotation_to_invoice, list_products, and create_product round out what the assistant can do day-to-day.
How it works
- You ask a question or give an instruction in the AI panel.
- The assistant picks the right tool and fills in the parameters from your request.
- Read tools (anything that starts with
list_,get_,search_) return results immediately. - Write tools (anything that creates, updates, sends, refunds, or approves) show a confirmation card. You see exactly what will change. Click Confirm to apply, or cancel.
- Every confirmed action goes through the same permission checks as the UI — the AI can't do anything you couldn't do yourself.
Same tools everywhere
These finance tools are also available to:
- External AI assistants through the MCP server — connect Claude Desktop, Cursor, or any MCP-aware client and your assistant can read/write Workestra finance data the same way.
- Public API for your own integrations.
The tool set is identical across all three surfaces, so an automation you script via API will behave the same way as the in-app AI assistant.
Next steps
- Invoicing — what the AI is operating on
- Payments — connect Stripe so the AI can issue pay links and refunds
- Credit Notes — credit lifecycle the AI can drive end-to-end