Granatum API: What You Can Do and How to Use It with AI Agents
Granatum is a Brazilian financial management system for small and mid-size businesses. Its API lets you look up and record transactions, accounts, categories, customers and suppliers. Access is through the account token.
What the Granatum API offers
Transactions
Income and expenses, forecast and actual.
Financial accounts
Bank accounts and balances.
Categories and cost centers
Classification of transactions.
Customers and suppliers
Records of financial contacts.
Payment methods
Methods used in transactions.
How to access the Granatum API
- With your company’s credentialsUses an access token generated in the Granatum settings and sent with each request.
- Wrong transactions distort cash flow: keep approval in place.
- Respect the API's request limits.
- Financial data is sensitive: restrict access.
What an iTeam agent does with the Granatum API
Expense entered from a bank slip
The agent reads the boletos (Brazilian bank payment slips) it receives and turns them into forecast transactions with a suggested category, for approval.
This week's cash in the chat
A partner asks for the week's forecast balance and the agent answers from the Granatum transactions.
Overdue receipts
The agent lists income that was forecast but not received and sends the agreed collection message.
Organized month-end close
Before closing, the agent points out transactions with no category or no cost center.
From the credential to the agent at work, with approval
Generate the token in Granatum
In the account settings, generate the integration's access token.
Register it in the iTeam vault
The token stays in the vault. Queries are open, and new transactions go through approval at first.
Test with sample transactions
Validate categories and accounts with a few transactions before automating volume.
Ready-made AI teams that use Granatum
Questions about the Granatum API
Is the Granatum API free?
Generally, API access depends on the Granatum plan you have. Confirm with the vendor.
Do I need to write code to use the Granatum API with iTeam?
Not necessarily. iTeam's HTTP tool learns the endpoints from the documentation, and the deployment team sets it up.
Does the agent reconcile the bank statement?
It can match the statement against transactions and point out differences. Final reconciliation stays with finance.
