Chasing late invoices
Maya Okafor, finance manager at Acme Ltd, asked which invoices were late. Memtro listed the late invoices with customer, due date, total and amount paid, with totals per currency.
Quaderno + Memtro
Which invoices are late, and what tax do we charge this customer?
Quaderno connects Memtro to your invoicing and tax records. It reads invoices with state, dates, totals and amount paid, expenses with supplier and payment method, and contacts with country and tax status. It works out the tax Quaderno would apply to a sale to a given country, recording nothing. When asked, and once an administrator has granted the action by name, it can create invoices, contacts and expenses, record payments, email an invoice to its customer, and void an invoice, issue a credit note or delete a contact, all permanent. Contact addresses, phone numbers and tax ids are never returned.
In Memtro
What you can do with Quaderno in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Quaderno tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists invoices with number, issue and due dates, state (outstanding, late, uncollectible, paid), total, amount paid and customer
- 02Lists expenses recorded for tax with issue date, state, total, supplier, tags and payment method
- 03Finds contacts by full name, email or tax id, with person or company, country, language and tax status
- 04Calculates the tax Quaderno would apply to a sale to a given country, with tax name, rate, region and tax code, and records nothing
- 05When asked and granted, creates invoices, which take the next legal number and cannot be deleted, records payments received, marks one uncollectible, updates tags and notes, and emails an invoice to its customer
- 06When asked and granted, voids an invoice or issues a credit note, both permanent, records expenses, and creates, changes or permanently deletes contacts
Acts when asked
When you ask it to
These tools change something in Quaderno. 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 an invoice (takes the next legal invoice number, nothing is sent)
- 02Email an invoice to its customer
- 03Void an invoice, which issues a credit note against it (permanent)
- 04Mark an invoice uncollectible
- 05Record a payment against an invoice
- 06Change an invoice's tags, payment details, notes or metadata
- 07Issue a credit note refunding all or part of an invoice (permanent)
- 08Record an expense
- 09Create a contact
- 10Edit a contact's details
- 11Delete a contact (permanent)
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Quaderno for you. Each event can start a job, with the event as its input, and can be remembered where you choose. Quaderno signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01Invoice created
- 02Invoice changed
- 03Receipt created
- 04Receipt changed
- 05Credit note created
- 06Credit note changed
- 07Payment recorded
- 08Payment removed
- 09Expense created
- 10Expense changed
- 11Expense deleted
- 12Contact created
- 13Contact changed
- 14Contact deleted
- 15Checkout completed
- 16Checkout failed
- 17Checkout abandoned
- 18Document delivered
- 19Document delivery failed
- 20Document delivery rejected
- 21Report ready
- 22Report failed
- 23Tax threshold about to be reached
- 24Tax threshold reached
- 25EU €100k threshold reached
In practice
Ask it like you would a colleague
Once Quaderno 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.
Quaderno + MemtroWhich Quaderno invoices are late?
What VAT do we charge a German customer for SaaS?
How much did we spend with our hosting supplier this quarter?
What have we invoiced Northwind this year?
Record Northwind's bank transfer against invoice 118
Recording a payment
Tom Reilly, founder of Northwind, said Globex had paid invoice 118 by bank transfer. Memtro recorded the payment against the invoice in Quaderno, no money moved, and as the payments now reached the total Quaderno marked the invoice paid.
Teams
Where it fits
The teams that lean on Quaderno 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 Quaderno 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 salesQuaderno with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesQuaderno with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesQuaderno with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportQuaderno with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportQuaderno with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportQuaderno with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatQuaderno 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 chatQuaderno with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatQuaderno 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
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 withAPI key, and the account name if you choose
- 1
In Quaderno at quadernoapp.com, open Profile → API Keys and copy the private API key. A sandbox key works only with a sandbox account.
- 2
In Memtro, open Connections → Quaderno and paste it into API key.
- 3
Leave Account name blank and Memtro reads it from the key, or enter ACCOUNT from https://ACCOUNT.quadernoapp.com.
- 4
Ask your first question: which Quaderno invoices are late?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Quaderno tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Quaderno?+
Only when you ask, and only what it has been granted: create an invoice (takes the next legal invoice number, nothing is sent); email an invoice to its customer; void an invoice, which issues a credit note against it (permanent); mark an invoice uncollectible; record a payment against an invoice; change an invoice's tags, payment details, notes or metadata; issue a credit note refunding all or part of an invoice (permanent); record an expense; create a contact; edit a contact's details; delete a contact (permanent). 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 Quaderno 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 Quaderno 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 Quaderno?+
API key, and the account name if you choose. In Quaderno at quadernoapp.com, open Profile → API Keys and copy the private API key. A sandbox key works only with a sandbox account.
Can Quaderno start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Quaderno for you. 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 Quaderno in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.