Granatum integration for AI agents
Granatum is a Brazilian online financial management system for small and mid-sized companies, with cash flow, accounts payable and receivable, bank reconciliation, income statements and boleto issuing. It is aimed at companies that operate in Brazil. The agent looks up and records entries, customers, suppliers and categories through the Granatum API, which iTeam's HTTP tool learns from the documentation.
What AI agents do with Granatum
A receipt becomes a categorized entry
Whoever pays an expense sends the receipt, and the agent creates the entry in Granatum with category, cost center and account. Entries with no invoice are marked for follow-up.
Weekly cash flow on WhatsApp
Every Monday the agent sends the owner the projected balance, the largest outflows of the week and overdue receivables. The owner can ask about any category.
Reconciliation with suggestions
The agent compares the imported bank statement with the entries and suggests the pairs to reconcile. Whatever has no match goes to finance to decide.
Monthly income statement with commentary
Once the month is closed, the agent compares the income statement with the previous month and the budget and explains the biggest variances. The report goes to the owners in plain language.
Connect Granatum once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Granatum, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Granatum and what it cost, all on record.
Ready-made AI teams that use Granatum
Often used together with Granatum
Questions about Granatum and AI agents
Does iTeam integrate with Granatum?
Yes. iTeam connects through the Granatum API using the token from your account, with a scope defined during deployment.
Can the agent delete entries?
Not by default. It creates and queries; deleting or changing reconciled entries requires approval.
Who can see the financial data?
Only authorized people and agents. Credentials stay in iTeam's vault and every action is logged.
