Month-end overdue check
Priya Sharma, finance manager at Acme Ltd, asked which invoices were overdue at month end. Memtro listed the booked invoices with a remainder past their due date, with totals per currency.
e-conomic + Memtro
Which e-conomic invoices are overdue, and how much is still outstanding?
e-conomic connects Memtro to your Visma e-conomic books. It reads booked invoices with amounts, remainder and due date, so you can see what is unpaid or overdue. It also reads customers with currency, group and payment terms, draft invoices, booked ledger entries, journals with their draft entries, and projects. When asked and granted, it can create a draft invoice and add lines, delete a draft, add a contact to a customer, delete a customer, add, delete and book journal entries, and create a project. Customer addresses, contacts, CVR and bank details are never returned.
In Memtro
What you can do with e-conomic in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right e-conomic tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists booked invoices in a period with net, VAT and gross amounts, the remainder unpaid and whether each is overdue.
- 02Reads customers by number or name with currency, group, payment days and credit limit.
- 03Lists booked ledger entries by account, customer or supplier, journals and their draft entries, draft invoices and projects.
- 04When asked and granted, creates a draft invoice and adds lines. It stays a draft, not booked and not sent to anyone.
- 05When asked and granted, adds a contact to a customer, who can be set to receive emailed invoice copies, or deletes a draft invoice or a customer.
- 06When asked and granted, adds or deletes draft journal entries, books named ones into the ledger, where they are final, and creates projects.
Acts when asked
When you ask it to
These tools change something in e-conomic. 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 draft invoice for a customer
- 02Add a line to a draft invoice
- 03Delete a draft invoice
- 04Add a contact person to a customer
- 05Delete a customer
- 06Add a draft entry to a journal
- 07Delete a draft journal entry
- 08Book named draft entries in a journal into the ledger
- 09Create a project
In practice
Ask it like you would a colleague
Once e-conomic 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.
e-conomic + Memtro
Which invoices are overdue, and how much is outstanding per currency?
Which ledger entries were booked against account 1000 last month?
Which draft entries are waiting in the daily journal?
Which open projects have invoiced less than their fixed price?
Create a draft invoice for customer 1042 for March consulting.
Booking a supplier payment
Tom Reilly, bookkeeper at Northwind, asked Memtro to record a supplier payment and book it. Memtro added the draft entry to the daily journal, showed it to him, then booked that one entry into the ledger, where it is final.
Teams
Where it fits
The teams that lean on e-conomic 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 e-conomic 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 salese-conomic with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salese-conomic with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salese-conomic with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- Supporte-conomic with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- Supporte-conomic with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- Supporte-conomic with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chate-conomic 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 chate-conomic with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chate-conomic 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
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- 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 withApp secret token and agreement grant token
- 1
At e-conomic.com/developer, create an app with a role such as SuperUser and copy its app secret token, shown once. Then, as a company administrator, open the app's installation URL, approve it and copy the agreement grant token.
- 2
In Memtro, open Connections → e-conomic and paste the App secret token and the Agreement grant token.
- 3
An administrator grants the actions by name, such as booking journal entries, to the teams that may use them.
- 4
Ask which invoices are overdue and how much is outstanding.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The e-conomic tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in e-conomic?+
Only when you ask, and only what it has been granted: create a draft invoice for a customer; add a line to a draft invoice; delete a draft invoice; add a contact person to a customer; delete a customer; add a draft entry to a journal; delete a draft journal entry; book named draft entries in a journal into the ledger; create a project. 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 e-conomic 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 e-conomic 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. An hourly sync anchors recently changed e-conomic records into memory as entities.
How do I connect e-conomic?+
App secret token and agreement grant token. At e-conomic.com/developer, create an app with a role such as SuperUser and copy its app secret token, shown once. Then, as a company administrator, open the app's installation URL, approve it and copy the agreement grant token.
Connect e-conomic in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.