Deskera

Run Deskera Books accounting end to end. Agents manage contacts, products, sales invoices, quotations, purchase bills, and payments, post journal entries, and keep the chart of accounts consistent across your finance stack.

35 actions API key available

Deskera website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

A paid order lands from [Shopify](/integrations/shopify)

List Contacts searches for the customer, and Create Contact adds them with the customer type flag when new

Create Invoice books the sale with product line items, taxes computed from the configured tax codes

Record Payment Received applies the payment against the invoice into the correct deposit account

The agent reconciles the day's List Payments totals against the payment processor's report

The controller reviews the exceptions, unmatched payments and tax anomalies, before the day closes

The close summary posts to [Slack](/integrations/slack)

What This Integration Enables

Deskera Books puts the whole finance cycle, order to cash and procure to pay, in one SMB-sized system, and this connector runs it end to end. FlowRunner agents manage customers and vendors, keep the product catalog coded to the right income and expense accounts, raise quotations, sales orders, invoices, purchase orders, and bills, record payments in both directions, issue credit and debit notes, and post journal entries against the chart of accounts. The through-line is that everything an agent touches is a financial record: fast to draft, deliberate to post. The postings that shape the financial statements go through a [human-in-the-loop](/concepts/human-in-the-loop) approval, because the ledger is the one system where speed is not the point. - Book sales documents from quotation through invoice to received payment - Convert vendor invoices into coded purchase bills and record payments made - Draft balanced journal entries for accruals, depreciation, and reclassifications - Keep contacts, products, accounts, and tax codes consistent across the finance stack

Without FlowRunner

The books trail the business Sales happen in the store today and reach the ledger whenever someone catches up

AP is an inbox Vendor invoices sit as PDF attachments until they become late-payment emails

Adjustments are close-week rituals Journal entries get typed by hand under deadline, which is when typos post

With FlowRunner

Documents post at the event Orders become invoices and payments the moment they happen, coded consistently

Bills arrive as data Vendor invoices become purchase bills with lines mapped to products or GL accounts

Entries arrive drafted and balanced The agent stages the journal entry with its backup; the controller's approval posts it

Use Case Scenarios

Order to cash without the data entry

Orders flow from [Shopify](/integrations/shopify) and confirmed charges from [Stripe](/integrations/stripe). The agent books each sale with Create Invoice, then matches processor payouts to open invoices and applies them with Record Payment Received. Receivables stay current because List Invoices filtered to open documents is checked daily, and anything aging past terms lands on the collections list with the contact's balance from Get Contact attached. The bookkeeping happens when the business happens.

The deal that becomes a document trail

A deal closes in [HubSpot](/integrations/hubspot). The agent creates the Deskera contact from the deal's company, issues the estimate with Create Quotation, and, on acceptance, books the sale with Create Invoice. On the buy side, the same discipline applies: committed purchases start as Create Purchase Order, arriving vendor invoices become Create Bill with lines coded to products or GL accounts, and Record Payment Made settles them on schedule. Returns and corrections go through Create Credit Note and Create Debit Note, so adjustments carry paper, not tribal knowledge.

A close that starts drafted

Month-end accruals, depreciation, and reclassifications follow patterns the agent knows. It drafts each Create Journal Entry with balanced lines against account codes from List Accounts, attaches the supporting calculation, and queues the set for the controller. List Journal Entries and List Payments feed the reconciliation checks, and discrepancies surface as exceptions with the underlying documents linked. The controller spends the close reviewing judgments instead of keying entries.

Human-in-Loop Highlight

Create Journal Entry posts directly to the general ledger, and the general ledger is where the financial statements come from. A misposted accrual does not look wrong in the moment; it looks wrong in the board deck two months later, after it has compounded through reports people relied on. So agents draft journal entries and never post them: the balanced lines, the account codes, and the supporting math go to the controller, and the controller's approval is the posting event. Deletion gets the same posture from the other side. Delete Invoice and Delete Bill remove financial documents outright, and while Deskera itself refuses deletions on paid documents and closed periods, the deletions it allows still erase records someone may be reconciling against, so they run only with a named approver and a stated reason.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

35 actions

Contacts

List Contacts Paginated customer and vendor list with free-text search across name and email.
Get Contact Full contact detail by code, including addresses, currency, payment terms, and outstanding balances.
Create Contact Creates a customer, vendor, or both, with type flags controlling which documents can reference it.
Update Contact Changes only the supplied fields: email, currency, terms, or addresses.

Products

List Products Paginated catalog of tracked, non-tracked, and service items with search.
Get Product Full item detail including prices, income and expense accounts, tax settings, and stock on hand for tracked items.
Create Product Creates an item with type, prices, and account assignments so postings hit the right ledgers.
Update Product Adjusts prices, names, or account mappings on an existing item.

Sales Invoices

List Invoices Paginated invoices filtered by status and date range, with totals and outstanding amounts.
Get Invoice Full invoice detail: lines, tax breakdown, applied payments, and balance.
Create Invoice Books a sales invoice with product line items; Deskera computes taxes and totals.
Update Invoice Edits an invoice's supplied fields, within the limits Deskera applies once payments exist.
Delete Invoice Deletes an invoice where Deskera permits it. Gated by a human, always.

Quotations

List Quotations Paginated estimates with status and totals, the pre-invoice pipeline stage.
Create Quotation Issues an estimate with line items and an optional valid-until date, convertible to an invoice.

Sales Orders

List Sales Orders Paginated orders with fulfillment status and totals.
Create Sales Order Records confirmed demand that can be fulfilled and invoiced.

Purchase Bills

List Bills Paginated vendor bills by payment status and date, for AP reconciliation.
Get Bill Full bill detail: lines, tax, applied payments, and balance.
Create Bill Books a vendor invoice with lines referencing products or GL accounts for expense-only bills.
Update Bill Edits supplied fields, restricted once payments apply.
Delete Bill Deletes a bill where permitted. Same human gate as invoices.

Purchase Orders

List Purchase Orders Paginated POs with receipt status and totals.
Create Purchase Order Records intent to buy, receivable and convertible to bills.

Credit and Debit Notes

Create Credit Note Reduces what a customer owes for returns or corrections, applicable against open invoices.
Create Debit Note Reduces what you owe a vendor for returns or adjustments, applicable against open bills.

Payments

Record Payment Received Applies a customer payment against open invoices from a chosen deposit account.
Record Payment Made Applies a vendor payment against open bills from a chosen bank account.
List Payments Paginated payments in both directions, by date, with the documents they settled.
Create Deposit Records a bank deposit for funds received outside an invoice.

Journal Entries

List Journal Entries Paginated manual entries by date with memos and debit and credit totals, for audit and reconciliation.
Create Journal Entry Posts a balanced manual entry to the ledger. Drafted by agents, posted on controller approval.

Chart of Accounts

List Accounts The chart of accounts with codes, types, and balances, filterable by account type.
Create Account Adds a GL account with a unique code and category before anything posts to it.

Tax

List Tax Codes The configured tax codes and rates, applied on invoice, bill, and note lines.

Frequently Asked Questions

What can FlowRunner do with Deskera?

FlowRunner agents can run List Contacts, Get Contact, and Create Contact in Deskera, plus 32 more actions.

Does connecting Deskera to FlowRunner require OAuth?

No. Deskera connects to FlowRunner with an API key, no OAuth flow required.

Can Deskera trigger a FlowRunner workflow automatically?

Deskera doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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