> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getrilo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance & Accounting Tools

> Financial management and accounting tools including QuickBooks, Stripe, PayPal, Xero, Shopify, Square, and more.

Rilo provides comprehensive finance and accounting tools for invoicing, payment processing, e-commerce, and financial management.

## Available Tools

* **QuickBooks** - Cloud-based accounting software
* **Stripe** - Payment processing platform
* **PayPal** - Online payment system
* **Xero** - Cloud accounting for small businesses
* **Shopify** - E-commerce platform
* **Square** - Payment processing and business management
* **FreshBooks** - Cloud-based accounting software
* **Zoho Books** - Accounting and invoicing software
* **Zoho Invoice** - Simplified billing solution
* **Zoho Inventory** - Inventory and order management
* **Blackbaud** - Nonprofit financial management
* **Brex** - Corporate credit and spend management
* **Eventbrite** - Event management and ticketing
* **Gumroad** - E-commerce platform for digital goods
* **Moneybird** - Online invoicing and accounting

## QuickBooks

Cloud-based accounting software for managing finances, tracking income and expenses, and gaining business insights.

### Authentication

Requires authentication with `quickbooks` integration.

### Capabilities

QuickBooks provides comprehensive accounting and financial management capabilities:

* Customer and vendor management
* Invoicing and billing
* Payment processing
* Expense tracking
* Financial reporting
* Tax management
* Bank reconciliation

### Available Functions

QuickBooks provides functions for accounting, invoicing, and financial management:

| Function          | Description                    |
| ----------------- | ------------------------------ |
| `create_customer` | Create a new customer.         |
| `get_customer`    | Get customer details.          |
| `list_customers`  | List all customers.            |
| `create_invoice`  | Create a new invoice.          |
| `get_invoice`     | Get invoice details.           |
| `list_invoices`   | List invoices with filtering.  |
| `send_invoice`    | Send an invoice to a customer. |
| `create_payment`  | Record a payment.              |
| `get_payment`     | Get payment details.           |
| `list_payments`   | List payments.                 |
| `create_expense`  | Create an expense record.      |
| `list_expenses`   | List expenses.                 |
| `get_account`     | Get account details.           |
| `list_accounts`   | List chart of accounts.        |

<Info>
  QuickBooks provides many more functions for accounting, reporting, and financial management. Use `get_tools_capabilities` to see the complete list.
</Info>

### Available Triggers

QuickBooks supports app event triggers:

| Trigger Slug                  | Description                              |
| ----------------------------- | ---------------------------------------- |
| `QUICKBOOKS_INVOICE_CREATED`  | Triggered when a new invoice is created. |
| `QUICKBOOKS_PAYMENT_RECEIVED` | Triggered when a payment is received.    |

<Info>
  Use `get_tools_trigger_actions` to discover all available triggers for QuickBooks.
</Info>

## Stripe

Payment processing platform for accepting online payments.

### Authentication

Requires authentication with `stripe` integration.

### Capabilities

Stripe provides comprehensive payment processing capabilities:

* Payment processing (cards, digital wallets, bank transfers)
* Subscription management
* Invoice generation and management
* Customer management
* Refund processing
* Payment method management
* Webhook handling

### Available Functions

Stripe provides functions for payment processing and subscription management:

| Function                | Description                             |
| ----------------------- | --------------------------------------- |
| `create_customer`       | Create a new customer.                  |
| `get_customer`          | Get customer details.                   |
| `list_customers`        | List customers.                         |
| `create_payment_intent` | Create a payment intent for processing. |
| `confirm_payment`       | Confirm and process a payment.          |
| `get_payment`           | Get payment details.                    |
| `list_payments`         | List payments.                          |
| `create_subscription`   | Create a subscription for a customer.   |
| `get_subscription`      | Get subscription details.               |
| `cancel_subscription`   | Cancel a subscription.                  |
| `create_invoice`        | Create an invoice.                      |
| `send_invoice`          | Send an invoice to a customer.          |
| `create_refund`         | Refund a payment.                       |

<Info>
  Stripe provides many more functions for payment processing, subscriptions, and financial management. Use `get_tools_capabilities` to see the complete list.
</Info>

### Available Triggers

Stripe supports app event triggers:

| Trigger Slug               | Description                               |
| -------------------------- | ----------------------------------------- |
| `STRIPE_PAYMENT_SUCCEEDED` | Triggered when a payment succeeds.        |
| `STRIPE_PAYMENT_FAILED`    | Triggered when a payment fails.           |
| `STRIPE_INVOICE_CREATED`   | Triggered when an invoice is created.     |
| `STRIPE_CUSTOMER_CREATED`  | Triggered when a new customer is created. |

<Info>
  Use `get_tools_trigger_actions` to discover all available triggers for Stripe.
</Info>

## Shopify

E-commerce platform for creating online stores, managing products, processing payments, and customizing themes.

### Authentication

Requires authentication with `shopify` integration.

### Available Functions

Shopify provides functions for e-commerce management:

| Function           | Description                 |
| ------------------ | --------------------------- |
| `create_product`   | Create a new product.       |
| `get_product`      | Get product details.        |
| `list_products`    | List products.              |
| `update_product`   | Update product information. |
| `create_order`     | Create a new order.         |
| `get_order`        | Get order details.          |
| `list_orders`      | List orders.                |
| `fulfill_order`    | Fulfill an order.           |
| `create_customer`  | Create a new customer.      |
| `get_customer`     | Get customer details.       |
| `list_customers`   | List customers.             |
| `get_inventory`    | Get inventory levels.       |
| `update_inventory` | Update inventory levels.    |

### Available Triggers

Shopify supports app event triggers:

| Trigger Slug               | Description                               |
| -------------------------- | ----------------------------------------- |
| `SHOPIFY_ORDER_CREATED`    | Triggered when a new order is created.    |
| `SHOPIFY_ORDER_UPDATED`    | Triggered when an order is updated.       |
| `SHOPIFY_PRODUCT_CREATED`  | Triggered when a new product is created.  |
| `SHOPIFY_CUSTOMER_CREATED` | Triggered when a new customer is created. |

<Info>
  Use `get_tools_trigger_actions` to discover all available triggers for Shopify.
</Info>

## Additional Finance & Accounting Tools

The following tools are also available for financial management:

### Payment Processing

* **PayPal** - Online payment system for accepting payments
* **Square** - Payment processing and business management platform

### Accounting Software

* **Xero** - Cloud accounting for small businesses with invoicing and reporting
* **FreshBooks** - Cloud-based accounting software for freelancers and small businesses
* **Zoho Books** - Accounting and invoicing software with inventory management
* **Zoho Invoice** - Simplified billing solution for invoicing
* **Zoho Inventory** - Inventory and order management with accounting integration
* **Moneybird** - Online invoicing and accounting for small businesses

### E-commerce & Events

* **Eventbrite** - Event management and ticketing platform
* **Gumroad** - E-commerce platform for digital goods and products

### Specialized Finance

* **Blackbaud** - Nonprofit financial management and fundraising platform
* **Brex** - Corporate credit and spend management platform

<Info>
  For detailed function lists and trigger information for these tools, use `get_tools_capabilities` and `get_tools_trigger_actions` respectively. Each tool provides comprehensive functions for payment processing, accounting, invoicing, and financial management.
</Info>

## Using Finance Tools in Workflows

### Example: Automated Invoicing

```
"Create invoice in QuickBooks when order is placed in Shopify and send to customer via email"
```

The workflow will:

1. Use Shopify trigger for new orders
2. Create invoice in QuickBooks
3. Send invoice via email

### Example: Payment Processing

```
"Start workflow when payment is received via Stripe and update order status in Shopify"
```

The workflow will:

1. Use Stripe trigger for payment success
2. Update order in Shopify
3. Send confirmation email

## Best Practices

<AccordionGroup>
  <Accordion title="Payment Processing">
    Secure payment handling:

    * Use webhooks for real-time updates
    * Verify payment status before fulfillment
    * Handle failed payments gracefully
  </Accordion>

  <Accordion title="Invoice Management">
    Automate invoicing:

    * Create invoices automatically
    * Send reminders for overdue invoices
    * Track payment status
  </Accordion>

  <Accordion title="Financial Reporting">
    Generate reports:

    * Aggregate financial data
    * Export to accounting systems
    * Create financial summaries
  </Accordion>
</AccordionGroup>

## Limitations

* **All Tools**: Each tool connects to a single authenticated account per workflow
* **All Tools**: Subject to service rate limits and API quotas
* **Payment Tools**: Require PCI compliance for handling payment data

<Warning>
  Each finance tool integration connects to a single authenticated account. To use multiple accounts, create separate workflows.
</Warning>