Connect Invoice Maven

Invoice Maven is one of the business systems you can connect to Financy, next to Invoice4U, Morning, SUMIT and iCount. Once connected, Financy reads your invoicing documents and customers, puts them next to the banks and cards you already linked, and can prepare new documents for you to approve.

ℹ️

Available on Starter, Pro and Ultra. Invoice Maven's API is open only to a business with an active subscription.

What Financy reads

Data refreshes from Invoice Maven on a schedule, plus a full rescan weekly. Invoice Maven answers one page of documents (20) a minute, so the first sync of a busy business takes a while: the last three months land first, then the open invoices of the last two years. Because Financy also sees your bank transactions, it can tell you which open invoices look paid: a matching transfer already arrived.

Connect

1. Sign in to Invoice Maven.
2. Open Settings → API (הגדרות ← API).
3. Copy the API key with the copy button.
4. In Financy go to Accounts → Business systems (חשבונות ← מערכות עסקיות). Invoice Maven is listed under Invoicing (חשבוניות).
5. Next to Invoice Maven click Connect (חיבור) and paste the API key on the secure page.

Financy verifies the key, stores it in an encrypted vault and runs the first sync. The key never passes through a chat.

When the key stops working (it was replaced in Invoice Maven), the row shows Reconnect (חיבור מחדש). Click it and paste the new key. Financy re-authenticates the same integration and keeps the data already read. If the subscription lapses, Invoice Maven closes its API; renew it and the connection resumes.

Drafts and approval

Financy can prepare documents in Invoice Maven:

• Receipt
• Tax invoice
• Invoice-receipt
• Credit note
• New customer

A prepared document is a draft. It is issued in Invoice Maven only after you open it in Financy and click Approve and issue (אישור והנפקה). This is true whether the draft came from the Financy agent, an automation, ChatGPT, Claude or the Business systems API.

• A document is sent by email only to the addresses saved on the customer in Invoice Maven, all of them or none.
• A receipt issued from Financy names the invoice it pays in its description, and Financy counts it against that invoice. Invoice Maven's API cannot link a receipt to an invoice, so in Invoice Maven itself the invoice stays open until you close it there.
• A credit note for the whole invoice closes the invoice in Invoice Maven; a smaller one leaves it open.

Automations can prepare a recurring tax invoice for your approval. They never issue documents and never prepare receipts.

Access from external AI apps

Settings → MCP connection → Access from external AI apps (הגדרות ← חיבור ל-MCP ← גישה מאפליקציות AI חיצוניות) controls what ChatGPT, Claude and other MCP clients can do with Invoice Maven: Off (כבוי), Read only (קריאה בלבד, the default on connect) or Full access (גישה מלאה). It works exactly as for Invoice4U; see Connect Invoice4U for the tiers, the yearly renewal and the AI activity log.

A document issued by mistake can only be cancelled with a credit note, because it is a legally binding tax document.

Read it through the API

With the same API credentials you use for bank data, Invoice Maven's documents, customers and receivables are under https://api.open-finance.ai/integrations. See Business systems API.

Disconnect

On the Invoice Maven row open the ⋯ menu, choose Disconnect (ניתוק) and confirm. The key is deleted immediately and Financy stops reading Invoice Maven. The data disappears from Financy right away, and the copy kept on our side is deleted within seven days. Nothing changes in Invoice Maven itself. You can also replace the key in Invoice Maven.

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