Tax on one invoice
Sarah Chen, finance manager at Acme Ltd, asked why invoice INV-2041 carried more tax than expected. Memtro read the transaction and showed each line with its tax code, and the tax by state, county and city with their rates.
Avalara AvaTax + Memtro
How much sales tax did we charge on last week's invoices, and where?
AvaTax shows you your companies and the transactions each recorded: sales, purchases and returns, with totals and status. Memtro reads each transaction's lines and its tax by jurisdiction, where a company has declared nexus, the item catalog and customer records. When asked and granted, it can record a transaction or get an unsaved tax estimate, commit or uncommit it, and adjust or refund it. It can also void or unvoid a transaction and add or delete catalog items. Generating a license key revokes the old one at once, so reuse an existing key if another system holds it.
In Memtro
What you can do with Avalara AvaTax in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Avalara AvaTax tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists companies in the account with company code, default country and currency, and whether each is active or a test company.
- 02Lists transactions for a date range with type, status, date and totals, and reads one with each line and its tax by jurisdiction.
- 03Shows where a company has declared nexus, its item catalog with tax codes, and its customer records without addresses or tax ids.
- 04When asked and granted, records a transaction or calculates an unsaved estimate, and commits or uncommits it for tax returns.
- 05When asked and granted, adjusts a recorded transaction, refunds it in full or in part, or voids and unvoids it.
- 06When asked and granted, adds an item to a company's catalog or deletes one permanently.
Acts when asked
When you ask it to
These tools change something in Avalara AvaTax. 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.
- 01Record a transaction, or calculate an unsaved tax estimate
- 02Commit a transaction so it is reported on tax returns
- 03Uncommit a transaction
- 04Adjust (replace) a recorded transaction
- 05Refund a transaction in full, in part, tax only or by percentage
- 06Void a transaction
- 07Unvoid a voided transaction
- 08Add an item to the catalog
- 09Delete an item from the catalog
In practice
Ask it like you would a colleague
Once Avalara AvaTax 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.
Avalara AvaTax + MemtroHow much tax was charged on last week's sales invoices?
What tax by jurisdiction was charged on invoice INV-2041?
Where has Acme Ltd declared nexus in the US?
Which tax code does the item SKU-PRO-12 use?
Commit invoice INV-2041 so it is reported on the next return.
A refund after an exemption
Dan Fletcher, accounts lead at Northwind, asked Memtro to refund the tax on a sale after the customer's exemption certificate arrived. With the action granted, Memtro recorded a tax-only refund as a new return invoice, which AvaTax keeps in the company's tax records.
Teams
Where it fits
The teams that lean on Avalara AvaTax 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 Avalara AvaTax 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 salesAvalara AvaTax with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesAvalara AvaTax with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesAvalara AvaTax with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportAvalara AvaTax with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportAvalara AvaTax with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportAvalara AvaTax with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatAvalara AvaTax 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 chatAvalara AvaTax with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatAvalara AvaTax 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
Airwallex- 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
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 withAccount ID and license key
- 1
Find your AvaTax account number in the AvaTax website's account settings. Only an account administrator can generate a license key, under Settings → Reset License Key. Doing so breaks every integration using the old key.
- 2
Open Connections → Avalara AvaTax in Memtro and paste the Account ID and License key. Set Environment to sandbox if you are connecting a sandbox account.
- 3
An administrator grants actions such as commit a transaction or refund a transaction by name to the teams that may use them.
- 4
Ask how much tax was charged on last week's sales invoices.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Avalara AvaTax tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Avalara AvaTax?+
Only when you ask, and only what it has been granted: record a transaction, or calculate an unsaved tax estimate; commit a transaction so it is reported on tax returns; uncommit a transaction; adjust (replace) a recorded transaction; refund a transaction in full, in part, tax only or by percentage; void a transaction; unvoid a voided transaction; add an item to the catalog; delete an item from the catalog. 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 Avalara AvaTax 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 Avalara AvaTax 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 Avalara AvaTax?+
Account ID and license key. Find your AvaTax account number in the AvaTax website's account settings. Only an account administrator can generate a license key, under Settings → Reset License Key. Doing so breaks every integration using the old key.
Connect Avalara AvaTax in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.