Stone integration for AI agents that check sales and receivables
Stone is a Brazilian financial services company for merchants, with card terminals, a business digital account, payment links and receivables management. It is widely used by retail, service and small businesses. This page is for companies that sell in Brazil. The agent looks up sales, receivables and the account through the Stone APIs made available to the customer or an accredited partner. The exact scope is confirmed in the diagnosis.
What AI agents do with Stone
Sales check by store
The agent compares the card sales of each terminal with the cash recorded in the store's system. Differences by terminal or operator go to the manager the same day.
Receivables against forecast
The agent compares what Stone will settle with what finance expected to receive and points out delays or cancellations. The CFO sees the cash forecast already adjusted.
Daily summary for the owner
At the end of the day, the agent sends on WhatsApp the total sold per store, the average ticket and the mix of card brands. The owner can ask about a specific day or store.
Chargeback with documentation
When a dispute comes in, the agent gathers the order, the invoice and the proof of delivery and prepares the defense. A person submits it after reviewing.
Connect Stone 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 Stone, 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 Stone and what it cost, all on record.
Ready-made AI teams for this work
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.
Collections team
Before and after each due date, customers get a clear reminder with a payment link. Disputes and promises to pay go to your team.
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.
Bookkeeping team
Transactions are categorized as they come in, receipts are matched, and the month-end close starts with a short list of questions.
Often used together with Stone
Questions about Stone and AI agents
Does iTeam integrate with Stone?
Yes, through the APIs Stone makes available to customers and partners, with the credentials of your account. What is available depends on the product you have contracted and is confirmed in the diagnosis.
Can the agent move money from the Stone account?
Not by default. Lookups are allowed. Any payment or transfer requires approval from a person with the authority to approve it.
What if the API does not cover what I need?
For reports outside the API, the agent can work with files exported from the portal, and this is agreed during deployment.
