Finance & accounting

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Connect Recurly once, then just ask. Your agent handles the work inside Recurly the same way you would — only faster, and at 3am.

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What your agent does with Recurly

Connect Recurly so agents can manage accounts and billing info, run subscriptions (create / change / pause / cancel / terminate), collect or refund invoices, work the plan + coupon catalog, and inspect transactions.

  • Accounts: list / get / create / update + close / get-balance + billing-info CRUD
  • Subscriptions: list / get / create / update + cancel / reactivate / pause / resume / terminate
  • Subscription changes: preview-change / apply-change / remove-pending-change
  • One-shot purchases: create-purchase (account + subscription + adjustments + collect, atomically)
  • Invoices: list / get / collect / fail / refund / void + force-collect + line items
  • Transactions: list / get (authorizations / captures / purchases / refunds)
  • Plans, add-ons, items, and coupons: list / get + coupon redemption
  • Sites: get (multi-site environments) + custom field definitions
  • Filters by state, type, date range, account code, success flag
  • Strict v2021-02-25 API version pin via Accept header

What to ask your agent

  • ›"Pull this month's Recurly numbers and write me a two-line summary."
  • ›"Find anything in Recurly that's overdue or unpaid and chase it politely."
  • ›"Tell me what changed in Recurly this week — focus on what I should worry about."

More finance & accounting integrations

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