Month-end export check
Sarah Chen, finance manager at Acme Ltd, asked which approved invoices were still waiting to be exported. Memtro listed them with amount, supplier and expense date, oldest first.
Moss + Memtro
Which approved invoices have not been exported to accounting yet?
Moss holds your company's spend, and Memtro reads it so finance questions get quick answers. It reads card transactions, supplier invoices and reimbursements by type, approval status, export status and date, with amounts. It reads suppliers with payment method and terms, teams, departments, accounting dimensions with their items, and expense accounts. When asked and granted, it can create or update suppliers and create or update dimensions and dimension items. Bank details, balances, receipts, people, and merchant or cardholder text are never read. Only a Moss administrator can create the key.
In Memtro
What you can do with Moss in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Moss tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists expenses by type, approval status, export status and date, with amount and home-currency amount.
- 02Reads suppliers with supplier number, status, currency, payment method, payment term and default expense account.
- 03Reads teams, departments, accounting dimensions with their items, and expense accounts.
- 04When asked and granted, creates a supplier, visible to the whole organisation and synced to its accounting integration. Bank details are never set.
- 05When asked and granted, updates or deactivates a supplier. Moss refuses one managed by an active accounting integration.
- 06When asked and granted, creates or renames accounting dimensions, and adds, renames, recodes or deactivates dimension items.
Acts when asked
When you ask it to
These tools change something in Moss. 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 supplier
- 02Update or deactivate a supplier
- 03Create an accounting dimension
- 04Rename a dimension or change its ERP name
- 05Create a dimension item
- 06Rename, recode or deactivate a dimension item
In practice
Ask it like you would a colleague
Once Moss 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.
Moss + Memtro
Which approved invoices have not been exported yet?
What did we spend on card transactions last month?
Which suppliers are paid by direct debit?
What items sit under the Project dimension?
Add a dimension item for the Northwind rollout project.
A new cost centre
Dan Fletcher, financial controller at Northwind, asked Memtro to add a cost centre for the new Leeds office. Memtro created the dimension item, and the finance team could book expenses to it straight away.
Teams
Where it fits
The teams that lean on Moss 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 Moss 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 salesMoss with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesMoss with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesMoss with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportMoss with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportMoss with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportMoss with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatMoss 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 chatMoss with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatMoss 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- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withKey ID and Secret Key
- 1
In Moss, go to Settings, then Platform, then API Keys, and choose Create API Key. Only administrators can do this, and you confirm it in the Moss mobile app.
- 2
In Memtro, open Connections → Moss and paste the Key ID (kid_...) and the Secret Key (sk_...).
- 3
The key reads and writes for the whole organisation, so an administrator grants the supplier and dimension actions by name only to finance.
- 4
Ask which approved invoices have not been exported yet.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Moss tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Moss?+
Only when you ask, and only what it has been granted: create a supplier; update or deactivate a supplier; create an accounting dimension; rename a dimension or change its ERP name; create a dimension item; rename, recode or deactivate a dimension item. 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 Moss 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 Moss 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 Moss?+
Key ID and Secret Key. In Moss, go to Settings, then Platform, then API Keys, and choose Create API Key. Only administrators can do this, and you confirm it in the Moss mobile app.
Connect Moss in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.