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Cole connects to Plaid to handle invoicing, payments, and accounting. Send commands from WhatsApp, Slack, Telegram, or any channel Cole runs on - no switching tabs, no manual data entry.
Financial data connectivity. Cole brings Plaid into the channels your team already uses - no new dashboards to learn.
Ask Cole which invoices are overdue, paid, or pending. Get a summary without logging into your accounting tool.
Snap a receipt and send it to Cole. It categorizes the expense and logs it in your finance tool.
Ask 'what's our MRR?' or 'revenue this quarter?' and Cole pulls the numbers from your billing platform.
Cole connects to every major tool in finance & payments.
150 free credits. No card required. Set up in 90 seconds.
Join thousands of teams using AI agents to automate work.