accounting · proposal-&-invoice-management · 0 triggers · 24 actions
Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently. Add Finmei to your Stream Deck workflows with guided setup for the connection details it needs.
Add Finmei to a workflow and pair it with a Stream Deck button to run it in one press — handy for accounting tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Finmei.
Tool to create a new expense with file upload (receipt or invoice). Use when you need to record an expense with supporting documentation. Requires multipart/form-data submission with file, date, total, currency, and seller information.
Creates a new invoice in Finmei with buyer information and line items. Use this when you need to generate an invoice for a customer. You can specify: - Buyer details (person or company) - Products/services with quantities and prices - Invoice type (regular, VAT, preliminary, credit) - Currency, dates, and custom notes Example: "Create an invoice for Tech Solutions Inc with 3 months of support services at $99.99/month"
Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
Delete a payment record by its unique identifier. This action permanently removes the payment from the system. Returns success even if the payment doesn't exist (idempotent operation). Use this when you need to remove incorrect, duplicate, or obsolete payment records.
Deletes a product from the Finmei catalog by its unique identifier. This operation is idempotent - calling it multiple times with the same product_id will return success. The tool attempts multiple endpoint patterns to maximize compatibility across different Finmei API deployments. Use this when you need to: - Permanently remove a product from the catalog - Clean up discontinued or obsolete products - Remove test or duplicate product entries Note: If all API endpoints return 404, the action will succeed with a message explaining that the product doesn't exist or the API doesn't support deletion. This follows idempotent DELETE semantics.
Tool to download an invoice as a PDF file. Use when you need to retrieve the PDF version of an invoice.
Tool to retrieve a single expense by its ID. Use when you need to get details about a specific expense including date, total, currency, and seller information.
Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.
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Follow the setup prompts for Finmei. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Finmei action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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