Questor API: accounting and tax integrations with AI agents
Questor is a Brazilian accounting, tax and payroll management system. Integration with other systems uses the resources Questor makes available to customers, such as entry imports and integration services. When there is no API, iTeam works with file exports and imports.
What the Questor API offers
Entry imports
Bring accounting and financial entries in from other systems.
Tax data
Integrate invoices and tax documents.
Payroll
Look up and integrate payroll data, depending on the module.
Reports
Extract reports for review and for sending to clients.
How to access the Questor API
- For partners and customersCredentials and integration services enabled by Questor for the firm. The scope is confirmed in the diagnosis.
- Tax and payroll data are sensitive, so use the minimum scope.
- Imports always get a human check at the start.
- Without an API, agree on a file routine.
What an iTeam agent does with the Questor API
Chasing documents
The agent chases clients who have not yet sent the month's statements and invoices.
Import check
Before importing, the agent checks the entries and points out accounts with no match.
Tax payment slip question answered
The client asks about a tax payment slip and the agent answers with the verified amount and due date.
Closing tracked
The agent shows which companies are late with their closing and why.
From the credential to the agent at work, with approval
Map the enabled resources
Confirm with Questor which integration services the firm has and create a technical user.
Store the access and limit what each agent does
The Questor access is registered in the iTeam vault. You choose which agents use it and what they can do (import entries, read reports), with a cost ceiling and a record of every call.
Run the pilot with approval
In the pilot, import a small batch in a test company. The team approves sensitive actions and follows the call history in iTeam.
Ready-made AI teams that use Questor
Questions about the Questor API
Is the Questor API free?
It depends on the contract with Questor. Confirm whether the integration resources are included.
Do I need to write code to use the Questor API with iTeam?
Not necessarily. The iTeam deployment team sets up the Questor access and each agent's actions from the documentation; IT only releases the credential and reviews the permissions.
Does the agent file tax returns?
No. It organizes documents, checks data and reminds people of deadlines; filing stays with the accountant in charge.
