Approvals before month end
Tom Reilly, finance manager at Northwind, asked which purchase orders were still waiting for approval. Memtro listed them with supplier, amount and approval progress, and the budget each one draws on.
Precoro + Memtro
Which purchase orders are waiting for approval, and how much budget is left?
Precoro shows you purchase orders, purchase requisitions, invoices and receipts by status or date, with their lines and approval progress. It reads suppliers and their terms, budgets with what is used and available, payments, and the locations, taxes and units the actions need. When asked and granted, it can create a requisition, purchase order or supplier, and submit, approve, reject, return or reopen a document. It can also record or cancel an invoice payment and receive goods. The key sees only what its user's roles, locations and departments allow, and approving needs that user to hold the matching role.
In Memtro
What you can do with Precoro in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Precoro tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists purchase orders, requisitions, invoices and receipts by status, approval date or change date.
- 02Reads one document by IDN with its lines and approval steps.
- 03Reads suppliers and their terms, budgets with what is used and available, and payments.
- 04When asked and granted, creates a draft requisition, a purchase order or a supplier.
- 05When asked and granted, submits, approves, rejects, returns or reopens a document as the key's user, which the requester or next approvers see.
- 06When asked and granted, records or cancels an invoice payment, or receives goods against a purchase order.
Acts when asked
When you ask it to
These tools change something in Precoro. 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 purchase requisition (as a draft)
- 02Edit a draft purchase requisition
- 03Create a purchase order
- 04Submit a draft document for approval
- 05Approve a document at its current step
- 06Reject a document
- 07Return a document for revision
- 08Reopen an approved document for editing
- 09Create a supplier
- 10Approve or reject a supplier
- 11Record a payment against an invoice
- 12Cancel a payment
- 13Receive goods against a purchase order
In practice
Ask it like you would a colleague
Once Precoro 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.
Precoro + MemtroWhich purchase orders are waiting for approval?
How much of the marketing budget is still available?
Show the lines on purchase order PO-1042.
Which invoice payments were recorded last week?
What payment terms does our stationery supplier have?
Receiving a delivery
Maya Okafor, office manager at Acme Ltd, said the new desks had arrived and asked Memtro to receive them. With the action granted, Memtro read the purchase order's lines and created a receipt in Precoro for the delivered quantity.
Teams
Where it fits
The teams that lean on Precoro 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 Precoro 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 salesPrecoro with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesPrecoro with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesPrecoro with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportPrecoro with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportPrecoro with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportPrecoro with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatPrecoro 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 chatPrecoro with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatPrecoro 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- Moss
MRPeasy
Persona
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withAPI key and email of the key's user
- 1
In Precoro open Configuration, then Integrations, then API Key, press Generate API Key and copy it. It is shown once.
- 2
In Memtro open Connections → Precoro and paste the API key and the Email of the key's user. Set Region to us if you sign in at app.precoro.us.
- 3
The key's user needs the matching Precoro role to approve, reject or create documents. An administrator grants those actions by name to the teams that may use them.
- 4
Ask: which purchase orders are waiting for approval?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Precoro tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Precoro?+
Only when you ask, and only what it has been granted: create a purchase requisition (as a draft); edit a draft purchase requisition; create a purchase order; submit a draft document for approval; approve a document at its current step; reject a document; return a document for revision; reopen an approved document for editing; create a supplier; approve or reject a supplier; record a payment against an invoice; cancel a payment; receive goods against a purchase order. 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 Precoro 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 Precoro 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 Precoro?+
API key and email of the key's user. In Precoro open Configuration, then Integrations, then API Key, press Generate API Key and copy it. It is shown once.
Connect Precoro in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.