Omie integration for finance and collections with AI agents
Omie is a Brazilian cloud ERP for small and mid-sized businesses, with finance, invoicing, inventory, tax invoices and CRM. It is widely used by service companies, retailers and accounting firms. This page is for companies that operate in Brazil. The agent uses the Omie API with your account's app key to look up and post accounts payable and receivable, customers, orders and invoices.
What AI agents do with Omie
Receivables reconciliation
The agent compares receipts on the bank statement with open items in Omie and settles those that match. Those that differ in amount or date go to finance with a suggested adjustment.
Collecting overdue boletos
Overdue items trigger a sequence of WhatsApp messages with a duplicate of the boleto (a Brazilian bank slip) or a Pix code. When the customer asks to negotiate, the agent passes them to a person with the history.
Payment above the approval limit
Payables above the limit you set enter an approval Pipe with the invoice, the order and the cost center attached. Only after the manager accepts does the agent schedule the payment in Omie.
Customer setup without rework
When a deal is won in the CRM, the agent creates the customer in Omie with tax ID (CNPJ), address and commercial terms. It checks the data against the Brazilian tax authority before saving.
Connect Omie 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 Omie, 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 Omie and what it cost, all on record.
Ready-made AI teams that use Omie
Bank reconciliation team
Bank lines, Stripe payouts and ledger entries are matched each morning. You only see what did not match, with a reason.
Accounts payable team
Invoices arrive by e-mail and in shared folders. The team reads them, checks them and lines them up for your approval before the due date.
Cash flow forecast team
Every week the projection is rebuilt from your books, open invoices and bills, with a plain note on what changed and why.
Management reporting team
Revenue, margin, pipeline and cash in one report, built from your systems, with a short note on what changed and why.
Inventory planning team
Stock, sales and lead times are checked every day. You get a reorder list per SKU and a warning about what is not selling.
Often used together with Omie
Questions about Omie and AI agents
Does iTeam integrate with Omie?
Yes, through the public Omie API. Your company generates the App Key and App Secret in Omie and the agent works with that key's permissions.
Can the agent pay bills on its own?
Not by default. Payments follow the approval limit you define, and above it the agent only prepares them and asks for human approval.
How does auditing work for finance?
Every entry, settlement or message from the agent is kept in iTeam's audit trail, with who approved it and when. You can check everything against Omie's own history.
