Finance apps that work with Actionist
Automate the money admin. Actionist agents reconcile transactions, chase invoices, categorise spend and keep your finance tools in sync, with every change logged and ready for review.
134 apps in Finance
Popular Finance apps
All Finance apps A to Z
- Accelo
Automate your professional services from quote to cash
- AccurAI
AI document extraction without the data-entry grind
- Actaport
Automate your law firm's case files, deadlines, and billing without leaving Actionist
- Affinity
Relationship intelligence that closes deals
- Afip SDK
Connect to Argentina's tax authority web services in minutes
- Alchemy
Blockchain data and infrastructure for every agent workflow
- AllSign
Send contracts for e-signature from any workflow
- AlphaInsider
Discover, follow, and automate top trading strategies for stocks and crypto
- Alphamoon
Extract structured data from any document with AI OCR and intelligent processing
- Amazon
Automate your Amazon seller operations from listings to logistics
- Amazon Seller Central
Automate your Amazon selling operations end-to-end
- Anny
Book, manage, and follow up — without lifting a finger
- Apaleo Official
The API-first PMS that puts every hotel op on autopilot
- Aqtos
One business OS for projects, clients, money, and your team
- AWS Textract
Read any document. Extract every fact. Act instantly.
- Axonaut
Run your SME from one connected command centre
- BankSync
Bank data, reconciled and acted on — automatically
- Base64 Document AI
Extract structured data from any document with AI-powered OCR and 2,800+ pre-trained models
- Bedrijfsdata
Dutch company data and validation at your agents' fingertips
- Better Proposals
Create, send, and close proposals without leaving your workflow
- bexio
Swiss business software, automated end to end
- Biron
Turn your e-commerce data into decisions, automatically
- Blockchain Exchange
Trade crypto, track balances, and automate treasury ops via the Blockchain.com Exchange API
- BookingKoala
Run your service business — bookings, payments, and providers, all automated
- Brex
Automate corporate card management, expense reconciliation, and vendor payments
- Carbone
Generate professional documents from templates and data — at scale
- Chainstream
Blockchain data intelligence for every team, automated
- Chargebee
Your subscription billing engine, on autopilot
- ChargeOver
Automate recurring billing, subscriptions, and revenue collection end to end
- Chargify
Automate subscription billing, track MRR, and act on billing events
- ChartMogul
SaaS metrics and subscription analytics, automated
- ClickFunnels Classic
Your funnel machine, now with an AI co-pilot
- Clio
Every matter tracked. Every hour billed. Every deadline met.
- Clockify
Track every billable hour — automatically, across every project
- Coginiti
Governed SQL and semantic intelligence
- CoinGecko
Real-time crypto intelligence for every agent on your team
- Consolidate
The booking engine for creative agencies and talent reps
- Conta Azul API
ERP finance data, checked by agents
- Coresignal
Fresh B2B data for agents
- CraftMyPDF
Generate, fill, and deliver PDF documents automatically
- Credit Repair Cloud
Automate your credit repair business from client intake to dispute resolution
- Crossmint
Mint, manage, and move digital assets without blockchain complexity
- Crossmint Wallets
Automate crypto wallets, payouts, and on-chain transactions
- DHL
Ship, track, and react — DHL logistics on autopilot
- DisputeFox
Keep credit dispute intake and tasks in sync
- Docparser
Extract structured data from any document, automatically
- Docusign
Sign anything, track everything, automatically
- Donorbox
Automate nonprofit fundraising — from first donation to loyal recurring donor
- Dubsado
Run your client business — proposals to payments, hands-free
- eBay
Automate eBay selling — orders, listings, fulfilment, and analytics
- ERPNext
The open-source ERP your agent actually runs
- Formstack Documents
Auto-generate PDFs and DOCX files from live data
- FreshBooks
Invoice, track expenses, and close the books — without touching a spreadsheet
- Fundraise Up
Turn every donation event into instant nonprofit action
- Givebutter
Fundraise, engage donors, and manage events — automated by AI agents
- GoCardless
Collect Direct Debit and open banking payments without manual billing steps
- Google Ads
Run, measure, and optimize your ad campaigns — without touching a dashboard
- Google BigQuery
Query petabytes. Automate decisions. Ship insights in seconds.
- Guesty
Guesty operations on schedule
- Gumroad
The agent-ready storefront for digital creators
- Harvest
Time tracked, invoices sent — without lifting a finger
- Holded
Run your entire business from one cloud platform
- HoneyBook
Book clients, collect payments, skip the admin
- Hostaway
Automate your short-term rental operations end to end
- Housecall Pro
The field-service brain your technicians never have to babysit
- Hyros
Laser-accurate ad attribution for high-ticket digital businesses
- Ignition
Turn proposals into signed engagements and paid invoices automatically
- Invoice Ninja
Invoicing, payments, and billing — automated.
- Jibble
Automate time tracking, attendance, and workforce data across your whole stack
- Jobber
Run your field-service business on autopilot
- JobNimbus
CRM and project management built for contractors
- JobTread
Manage every construction job from estimate to invoice in one place
- Keap
The CRM that turns small-business contacts into customers
- Ko-fi
Route every supporter payment into action
- Lemon Squeezy
Sell software with payments, subscriptions, and licenses
- Lexware Office
Automate German accounting — invoices, vouchers, and contacts handled by your agents
- Limo Anywhere
Livery reservations, quotes, and payments
- Lodgify
Automate your vacation rental — bookings, guests, and rates on autopilot
- Magento 2
The open-source commerce platform your agents can actually run
- Marketstack
Pull real-time and historical stock market data directly into your agent workflows
- MemberPress
Sell memberships, protect content, and manage subscribers — all from WordPress
- Microsoft Excel
The spreadsheet every agent already knows how to use
- Mindee
Extract structured data from any document in one API call
- MOCO
Run your agency's projects, time, and finances without the admin drag
- Moneybird
Cloud accounting built for Dutch and Belgian SMEs — invoicing, VAT, and bookkeeping on autopilot
- NetSuite
Run your ERP on autopilot — read, write, and transform NetSuite records without leaving your workflow
- Odoo CRM
The open-source ERP your agents can finally act on
- Odoo ERP Self Hosted
Your self-hosted ERP, automated across every module
- Paddle
Payments, subscriptions, and tax compliance — automated end to end
- PaintScout
Estimate, quote, and invoice painting jobs without the admin overhead
- PandaDoc
Sign deals faster — every document, automated
- Patreon
Automate your patron membership — from new pledges to monthly revenue reports
- Payhip
Automate your Payhip store — sales, subscriptions, coupons, and license keys
- PayPal
Global payments, automated end-to-end
- PDF.co
Parse, build, and deliver any PDF — no human in the loop
- pdfFiller
Automated PDF form handoffs
- PDFMonkey
Generate polished PDF documents from templates and live data — without writing rendering code
- Plug&Pay
Turn every checkout event into a cross-system action
- ProfitWell
Subscription intelligence that acts — not just reports
- QuickBooks Online
Automate your accounting from invoice to payment
- Quotient
Send professional quotes, track every view, and close more deals
- Qwilr
Create, send, and close with beautiful interactive proposals
- Razorpay
Automate your payment lifecycle — captures, refunds, and fulfilment without manual intervention
- Redtail CRM
CRM built for financial advisors, automated by AI
- Revolut Business
Business banking agents for finance ops
- Roofr
Automate your roofing business from lead to payment
- SamCart
Turn every SamCart checkout event into an automated business action
- ServiceM8
Field service, fully automated — from quote to invoice
- ServiceTitan
The operating system for home-services companies
- Shippo
Ship smarter — rates, labels, and tracking across 40+ carriers in one agent task
- ShipStation
Ship every order, from every channel, without touching it
- Shopify
Run your entire Shopify store on autopilot
- Simpro
Automate field service operations from quote to invoice
- Square
Accept payments, book clients, track inventory — all automated
- Squarespace Commerce
Your store, automated — orders to fulfilment without the manual work
- Streamtime
Project management and time tracking built for creative teams
- Stripe
Payments, billing, and subscriptions — automated
- Stripe (Legacy)
Automate payments, subscriptions, and billing
- TaxDome
Automate your tax and accounting practice from client intake to final filing
- Teamleader Focus
CRM, project management, and invoicing in one tool for small businesses
- Teamwork
Manage every client project from kickoff to invoice — without leaving your agent
- ThriveCart
Turn every ThriveCart event into an automated revenue action
- Toggl Track
Log time, understand it, and stop losing billable hours
- Unleashed Software
Automate inventory, orders, and supplier workflows end to end
- Wave
Free invoicing and accounting — now agent-powered
- Wealthbox CRM
Manage client relationships and automate advisory workflows for financial advisors
- Whop
Sell digital products. Let agents handle the operations.
- Wise
Send money across borders — without the bank taking a cut
- WooCommerce
Your WordPress store, fully agent-operated
- Xero
Your accounts, handled. Every invoice, bill, and payroll run.
- ZenMaid
Schedule, dispatch, and grow your maid service — automated
- Zoho Books
Automate your accounting, invoicing, and cash flow
- Zoho CRM
The CRM that runs your revenue engine end-to-end
- Zoho Invoice
Send invoices, get paid, close the books faster
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