Wave integration with AI agents: invoicing and collections
Wave is online accounting and invoicing software for small businesses and freelancers, mainly in Canada and the United States, with invoicing, expense tracking and reports. The agent uses the Wave API, available to eligible accounts with company credentials, to read invoices, customers and transactions. The scope is confirmed in the diagnosis.
What AI agents do with Wave
Overdue invoice reminder
The agent finds overdue invoices in Wave and sends the client a polite e-mail reminder with the payment link. Clients who reply with a question go to the business owner.
Expenses categorized
Receipts sent as a photo or by e-mail are read by the agent, which suggests the category and the entry in Wave. The person in charge confirms in batches.
Invoice from the work delivered
When a project is completed, the agent drafts the invoice with the agreed items and amounts. It is sent only after approval.
Month-end summary
At closing, the agent shows revenue, expenses by category and who still owes money. The owner gets the summary on WhatsApp or by e-mail.
Connect Wave 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 Wave, 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 Wave 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 Wave
Questions about Wave and AI agents
Does iTeam integrate with Wave?
Yes, through the Wave API, which is available to eligible accounts and requires the company's authorization. When the API does not cover a piece of data, we use report exports, and the scope is confirmed in the diagnosis.
Does Wave work for Brazilian companies?
Wave is built for the North American market. For companies in Brazil, we usually connect a Brazilian ERP such as Omie, and use Wave only when there is an operation abroad.
Does the agent send invoices without approval?
Not by default. Sending invoices and reminders follows the rules you set, and everything is recorded in the audit trail.
