Connect today
AI agent for CashCtrl
Swiss cloud accounting
What an AI employee can do inside CashCtrl, and what it never does. Both columns come from the same code that runs the integration — the catalogue’s two columns, on a page of their own.
Category: Finance & PaymentsConnection: API key
What an AI employee can do in CashCtrl
Each line is an action the connector performs in CashCtrl, with the access you grant it.
- Create or update a contact
- Add a booking
- Read the journal & audit bookings
- Read accounts, balances & fiscal periods
- List invoices & quotes with open amounts
- Create an invoice or quote
- Remove a wrong draft document (after approval)
- Read the article catalogue
Where it stops
The limits, in the open.
- Never sends or emails an invoice — sending stays a human step in CashCtrl
- Can't mark an invoice paid or send a reminder — no payment or dunning op
- Contacts carry a name only — no address, email or payment details
- No rendered invoice or quote PDFs — figures & line items only
- Read-only article catalogue — products & prices can't be created or edited
- Can't edit a document once created — only delete an unsent draft
Can you connect it today?
Connect today
The client is live and the credentials are yours to paste or sign in with. Your team acts in it the moment it is connected.
How it works with Entumo
The same three steps as everywhere else — with CashCtrl as one of the tools your team acts in.
Choose the work to hand over
Tell Enti, your AI manager, the outcome you need. He recommends agents from the catalogue, ready for you to add to your team.
Let your team do the legwork
Connect the relevant tools and share your files or instructions. Enti coordinates the agents and keeps the work in one conversation.
Review the result
Get a draft, a file or a completed task. By default, sensitive actions pause for your approval, with the details in front of you.
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Hand off the first task in CashCtrl.
Tell us the work you would give away in CashCtrl. We will say whether Entumo can do it today.
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