Invoices, open items, relations, periods.
Twinfield exposes its accounting data (transactions, relations, open items, periods and dimensions) through documented web services. An agent can read what is open, prepare what needs booking and report what is missing, client by client.
For accountancy firms the value sits around the ledger: getting documents in on time, coding them consistently and spotting what doesn't add up before a person has to look. The agent does that first pass; your staff check and book.
What agents do in Twinfield.
Purchase invoices read from email or a portal, supplier and amounts extracted, prepared for booking with a suggested ledger code.
A weekly list per client of bank lines without a document, with a polite request drafted to the client.
Reminders for overdue sales invoices drafted per relation; your team approves before sending.
Open items, unusual amounts and unbooked periods summarised per administration.
Answers to 'has my invoice been paid?' style questions from the ledger, with hand-off for anything advisory.
How access works.
Accounting data is sensitive and often belongs to your clients, so access is narrow and logged.
What it costs.
All prices excl. VAT. "From" covers a standard scope; your fixed quote comes from the Blueprint. Model and messaging fees (for example WhatsApp per-message charges from Meta) depend on volume and are estimated in the Blueprint.
Common questions.
Does the agent post bookings itself?
Not by default. It prepares the booking and a person approves it. Some firms later allow automatic posting for simple, recurring suppliers; that is your decision.
We use Basecone or another scan tool already. Do we still need this?
Maybe not for invoice reading. We usually add what scan tools don't do: chasing missing documents, answering client questions and month-end checks.
Is the API available on our Twinfield subscription?
Access to the web services depends on your account and setup. We check it in the AI Blueprint before quoting.
Want this in your business?
Tell us how you work today. We'll tell you honestly what AI can take off your team's plate, what it costs, and whether we are the right fit.