AAgenda integration

Every call about invoices, straight into Agenda

elunos.ai answers your calls, finds the customer and the open item in Agenda and answers questions about amounts, deadlines and status. No looking things up, no callback.

Customer callsany number
AAgendaMatched · Tue 14:30

Accounting & tax

Category

Two-way

Sync

~10 minutes

Setup

Agenda

Works with

Works with your Agenda

Fewer callbacks, more calls actually finished

The same questions about invoices, documents and deadlines, answered straight out of Agenda.

Finds the right record

Callers are recognised by number and matched to their record in Agenda, before the conversation starts.

Answers the standard questions

Amount, due date, payment status: elunos reads the answer straight out of Agenda.

Captures deadlines

Callback requests, missing documents and deadlines are logged as a task on the record.

ISO/IEC 27017
ISO/IEC 27018
GDPR
EU
Artificial
Intelligence
Act

How it works

What happens on every call

The agent answers, matches the call and resolves the question. You just see the note in Agenda.

01

A customer calls

They ring your normal number, day, night or weekend. elunos picks up.

Live callLindenhof Front Desk · 0:42

Caller

I got a reminder, but I'm fairly sure I already paid.

elunos

Connecting to Agenda ...

02

elunos checks Agenda

It finds the customer and the open item, live during the call.

AAgenda
CustomerSchneider GmbH
DocumentINV-2026-0871
Amount€1,480.00
StatusPaid on 12 Jun
03

Answered and logged

The caller gets the answer and the note lands on the record in Agenda.

AAgenda

Resolved, note on the document

Payment confirmed · note attached · handled in 38s, no staff

Written to Agenda

Setup

Connect in 3 steps

No codeNo new software~10 minutesCancel anytime

Click “Connect Agenda”

Log in to Agenda once and approve access. That's the only login you'll do.

Connect AgendaSecure login · approve once

Under the hood

Exactly what moves between elunos and Agenda

elunos.ai · Integrations
WhatDirection
Customer & client master dataTwo-way
Open items & invoice statusTwo-way
Document queries & deadlineselunosAgenda
Tasks & callbackselunosAgenda
Call summary & reasonelunosAgenda

Security

Built for customer data

elunos only ever touches the fields it needs to handle a call: nothing more. Data is processed under a data-processing agreement (DPA) and hosted in Germany.

Hosted in FrankfurtGDPR-compliantEU AI Act ready

What elunos can access in Agenda

  • Read customer & client master datato identify who is calling
  • Read open items & document statusto answer the question on the call
  • Write notes & tasksfiled on the right record
  • Nothing elseno journal entries, no payroll data

Exact API scopes confirmed with Agenda at setup.

Built on a compliant foundation

ISO/IEC 27001
ISO/IEC 27017
ISO/IEC 27018
GDPR
EU
Artificial
Intelligence
Act

Your whole stack

Also works with the rest of your stack

CRM, ERP, calendar, telephony, ticketing: the agent triggers actions directly in your systems. Via n8n & Zapier there are thousands more.

DoctolibOnline bookingDampsoftPractice softwareCGMPractice softwaresamediOnline bookingGoogle CalendarCalendarMicrosoft 365CalendarCalendlyOnline bookingHubSpotCRMSalesforceCRMZohoCRMTwilioTelephonyAircallTelephonyn8nAutomationZapierAutomationMakeAutomationSAPERPSlackTeam messagingPPipedriveCRMOonOfficeCRMSsipgateTelephonyPPlacetelTelephony33CXTelephonyMTMicrosoft TeamsTeam messagingOOpenTableOnline bookingRresmioOnline bookingTTreatwellOnline bookingMMagiclineOnline bookingMmedatixxPractice softwareCCHARLYPractice softwareDDATEVAccounting & taxSsevDeskAccounting & taxShopifyOnline storeStripePaymentsWhatsApp BusinessCustomer messagingZendeskHelpdesk & ticketingFFreshdeskHelpdesk & ticketingZZammadHelpdesk & ticketingJSJira Service ManagementHelpdesk & ticketingZDZoho DeskHelpdesk & ticketingLOLexware OfficeAccounting & taxFFastBillAccounting & taxEevidentPractice softwareTT2medPractice softwareTTHEORGPractice softwareVVeteraPractice softwarePAPower AutomateAutomationWWorkatoAutomationCMSWebsite & CMSMicrosoft Dynamics 365CRMPprotelHotel softwareMMewsHotel softwareAapaleoHotel softwareSSIHOTHotel softwareCCasablancaHotel softwarePpdsTrade softwareSSTREITTrade softwareSsmarthandwerkTrade softwareTToolTimeTrade softwareCCraftnoteTrade softwareRRA-MICROLegal softwareAadvowareLegal softwareAAnNoTextLegal softwareAActaportLegal softwareRReNoStarLegal softwareIIXOSPharmacy softwareAawintaPharmacy softwareAADGPharmacy softwareCLCGM LAUERPharmacy softwareEeasyVETPractice softwareAAnimanaPractice softwareSPStarke PraxisPractice softwarePPraxWinPractice software

FAQ

Frequently asked questions

In a few clicks: connect the account, authorise, done. No code, no IT project, usually live in under an hour.

Yes. Agenda is practice software for tax advisers, and the integration is built for exactly that: identify the client, capture the request, log a deadline or callback.

Only master data and open items, so it can identify the caller. Bookkeeping, payroll and annual accounts stay out of reach.

Yes. EU-only processing, hosted in Frankfurt, SOC 2 / ISO 27001 certified.

Most teams go live within 7 days. You start from a ready-made industry template, connect your calendar, CRM or helpdesk, test the agent against real call scenarios and then publish it to your own phone number. Because everything can be built and tested on the free tier first, nothing goes live until the agent already handles calls the way you want.

No. Agents are created visually in a no-code builder: conversation steps are arranged as nodes, guided by a structure that has proven itself in your industry. Greetings, questions, bookings and handoffs are configured by clicking, not coding. Developers are optional and typically only involved when a team wants a custom integration beyond the built-in connectors and the n8n and Zapier catalogs.

Call the demo number or start a web call in the browser, pick a scenario such as appointment scheduling or order intake, and the agent leads the conversation step by step, exactly as it would with your callers: it greets, asks, checks live data and confirms. If you prefer a guided session, you can also book a live demo with the team on a fixed date.

Pricing is usage-based and starts free: the Free tier includes a monthly allowance of 30 call minutes and 300 chats, with no credit card required. Paid plans share one monthly allowance for calls and chats that you can mix freely, and annual billing adds 20 percent more allowance at the same price. For high volumes there is a custom Enterprise plan. Full details are on the pricing page.

Get started

Start handling invoice calls automatically today

Connect in minutes and let elunos answer every call: matching, answering and logging, straight into Agenda.