Cash before payroll
On Wednesday the founder asks what is available in Airwallex before payroll. Memtro reads the balances and gives the available, pending and total figure for GBP, EUR and USD, then lists the four payouts that settled this week.
Airwallex + Memtro
Ask what your Airwallex balances are, and which payouts went out this week.
Connect Airwallex with a client ID and a scoped API key and Memtro reads balances per currency, financial transactions such as deposits, payouts, fees and conversions, and Billing customers, invoices and subscriptions. Phone numbers, addresses and tax ids are not returned. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can manage Billing customers, draft, finalise, void or mark invoices paid, charge an invoice to the customer's saved payment source, create or cancel subscriptions, and issue credit notes. Charges and refunds move the customer's money.
In Memtro
What you can do with Airwallex in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Airwallex tool, reads what it needs, and answers with the source cited.
What it does
- 01Current balances per currency: available, pending, reserved and total
- 02Financial transactions by creation range, status or currency, with gross, fee and net amounts
- 03Billing customers by exact email or creation range, and invoices by customer, status or payment status, with amount due and due and paid dates
- 04When asked and granted, creates or updates Billing customers, and creates, edits or permanently deletes draft invoices and their line items
- 05When asked and granted, finalises an invoice, which Airwallex may email or charge, marks one paid, voids it for good, issues a credit note, or charges a finalised invoice to the customer's saved payment source now
- 06When asked and granted, creates a subscription that may charge the customer every period, or cancels one at once with the refund you choose
Acts when asked
When you ask it to
These tools change something in Airwallex. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a Billing customer
- 02Update a Billing customer
- 03Create a draft Billing invoice
- 04Add line items to a draft invoice
- 05Edit a draft invoice
- 06Finalize an invoice (may email or charge the customer)
- 07Mark an invoice paid out of band
- 08Void an invoice
- 09Delete a draft invoice (permanent)
- 10Charge a finalized invoice to the customer's saved payment source
- 11Create a subscription
- 12Cancel a subscription, with the refund chosen
- 13Issue a credit note against an invoice
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Airwallex, choosing the same kinds; the tab shows Airwallex's own steps. Each event can start a job, with the event as its input, and can be remembered where you choose. Airwallex signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01An invoice was created
- 02An invoice was finalized
- 03An invoice was paid
- 04An invoice was paid (API version 2025-04-25 and earlier)
- 05An invoice was voided
- 06A subscription was created
- 07A subscription became active
- 08A subscription became unpaid
- 09A subscription was cancelled
- 10A credit note was finalized
- 11A billing transaction succeeded
- 12A billing checkout completed
- 13A customer was created
- 14A payment succeeded
- 15A payment attempt failed
- 16A payment was cancelled
- 17A refund settled
- 18A refund failed
- 19A dispute needs a response
- 20A dispute was won
- 21A dispute was lost
- 22A payment was flagged as fraudulent
In practice
Ask it like you would a colleague
Once Airwallex is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Airwallex + MemtroWhat are our Airwallex balances in each currency?
Which payouts went out this week?
How much did we pay in fees last month?
Which Billing invoices for Northwind are unpaid?
Mark Globex's March invoice paid, they paid by bank transfer
Invoicing a new client
Finance lead Olivia Grant asks Memtro to bill Brightwave Ltd for the setup work. Memtro creates the Billing customer and a draft invoice with the two lines she gave, she checks it, and on her go-ahead Memtro finalises it so it becomes payable and can no longer be edited. Airwallex may email it to Brightwave.
Teams
Where it fits
The teams that lean on Airwallex most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Airwallex is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesAirwallex with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesAirwallex with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesAirwallex with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportAirwallex with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportAirwallex with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportAirwallex with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatAirwallex with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatAirwallex with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatAirwallex with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Chargebee
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
- Invoice Ninja
Maxio- Moneybird
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Soldo
Spendesk- Firefly III
Lago- Medusa
- Braintree
Recharge- PrestaShop
Katana
Chaser
Unleashed- Ecwid
Printful- SumUp
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withClient ID and API key
- 1
In Airwallex open Settings → Developer → API keys, which needs the Owner, Admin or Developer role, and create a new scoped API key
- 2
Give it Read on Balances, Financial transactions and Billing. Add the Billing Write permissions (Billing Customers, Invoices, Subscriptions, Credit Notes) only for the actions Memtro should take. The key is shown once
- 3
In Memtro open Connections → Airwallex, paste the Client ID and API key, set Environment to production, or sandbox for a demo account's keys, add the Account ID only if the key reaches several accounts, and connect
- 4
Ask what our balances are in each currency
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Airwallex tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Airwallex?+
Only when you ask, and only what it has been granted: create a Billing customer; update a Billing customer; create a draft Billing invoice; add line items to a draft invoice; edit a draft invoice; finalize an invoice (may email or charge the customer); mark an invoice paid out of band; void an invoice; delete a draft invoice (permanent); charge a finalized invoice to the customer's saved payment source; create a subscription; cancel a subscription, with the refund chosen; issue a credit note against an invoice. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Airwallex connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Airwallex data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Airwallex?+
Client ID and API key. In Airwallex open Settings → Developer → API keys, which needs the Owner, Admin or Developer role, and create a new scoped API key.
Can Airwallex start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Airwallex, choosing the same kinds; the tab shows Airwallex's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Airwallex in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.