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Finance integration

Altoviz integration for AI agents

Insiro connects AI agents to Altoviz so they can act in it under your rules. Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management. Every Altoviz action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Altoviz?

With Insiro, agents can reconcile transactions against the ledger, flag exceptions for a reviewer without posting changes, prepare month-end and variance packs and match invoices to purchase orders, all inside the permissions you set for Altoviz.

  • Reconcile transactions against the ledger.
  • Flag exceptions for a reviewer without posting changes.
  • Prepare month-end and variance packs.
  • Match invoices to purchase orders.

A journey through Insiro

Altoviz logo AltovizInsiroNetSuite

Example: Altoviz → Insiro → NetSuite to reconcile payouts against the ledger. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Altoviz

Can Insiro AI agents use Altoviz?

Yes. Insiro connects AI agents to Altoviz through its governed MCP gateway. Agents can reconcile transactions against the ledger and flag exceptions for a reviewer without posting changes using each person's own Altoviz access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Altoviz?

Altoviz connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Altoviz read-only for agents?

Yes. In Insiro Governance, set Altoviz to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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All Finance & Accounting integrations

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