Who owes you money in QuickFile, how overdue it is and what has been paid.
Connect QuickFile with your account number, API key and an app's ApplicationID, and Memtro reads sales invoices, estimates and recurring invoices, clients with totals invoiced and paid, purchases by supplier, payments received, and the aged debtors and creditors report. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can add notes, create clients and suppliers, raise invoices and estimates, email an invoice to the client, record payments in the books, and permanently delete invoices or clients. An emailed invoice cannot be unsent.
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right QuickFile tool, reads what it needs, and answers with the source cited.
These tools change something in QuickFile. 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.
Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in QuickFile, choosing the same kinds; the tab shows QuickFile's own steps. Each event can start a job, with the event as its input, and can be remembered where you choose. QuickFile sends a secret with every delivery, and one without it is refused.
Events and webhooksOnce QuickFile 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.
QuickFile + MemtroWho owes us money, and how overdue is it?
What has Acme been invoiced this year?
Has Brightwave Ltd paid invoice 1042 yet?
Record Northwind's bank transfer of 1,200 pounds against invoice 1042
Raise an invoice for Globex for ten hours of consulting and email it to them
On the first of the month the finance lead asks who owes money. Memtro reads the aged debtors report and lists each client with what is overdue and by how long, then checks recent payments so nobody who has just paid is chased.
Dan Fletcher finishes a fit-out for Acme and asks Memtro to invoice it. Memtro raises the invoice with the lines he gave, which enters the accounts with the next number, then emails it to Acme's default contact once he approves. Acme receives it at once.
The teams that lean on QuickFile most, a question each of them asks, and what they connect beside it.
A record in QuickFile 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.
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
NetSuite
Ramp
FreeAgent
Holded
Mollie
Recurly
Airwallex
Maxio
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register
Soldo
Spendesk
Lago
Recharge
Katana
Chaser
Unleashed
Printful
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage
inFlow Inventory
Metronome
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell
Veeqo
Zuora
VAT Sense
PaystackIn QuickFile open Account Settings and copy the account number, digits only, then the API key under 3rd Party Integrations → API key
Under 3rd Party Integrations → Create a QuickFile App, name a new app, tick Client_Search, Invoice_Search, Purchase_Search, Payment_Search, Report_Ageing, System_CreateNote, Client_Create and Supplier_Create, and only if Memtro should act on invoices, payments, estimates and clients tick the further methods QuickFile lists, such as Invoice_Create and Invoice_Send. Save and copy the ApplicationID
In Memtro open Connections → QuickFile, paste the Account number, API key and ApplicationID, and connect. QuickFile allows a new app 1,000 API calls a day
Ask who owes you money and how overdue it is
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The QuickFile tools are the same everywhere.
Only when you ask, and only what it has been granted: add a note to a client, invoice, supplier or purchase; create a client record (company and address, no portal login); create a supplier record; raise an invoice or estimate for a client; email an invoice to the client; record a payment from a client or to a supplier; convert an estimate into an invoice; mark an estimate accepted, declined or back to draft; update a client's company details; permanently delete invoices by id; permanently delete clients by id. 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.
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.
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.
Account number, API key and ApplicationID. In QuickFile open Account Settings and copy the account number, digits only, then the API key under 3rd Party Integrations → API key.
Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in QuickFile, choosing the same kinds; the tab shows QuickFile's own steps. 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.
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Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.
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