What an AI employee can do inside Winbiz, and what it never does. Both columns come from the same code that runs the integration — the catalogue’s two columns, on a page of their own.
Category: Finance & Payments·Connection: API key
What an AI employee will do in Winbiz
No client exists behind this connector yet, so these lines are a roadmap. An employee asked to act here records what it intended and tells you it did not do it.
Read folders & fiscal years
Read documents, bookings & stock levels
Draft bookings for your approval
Where it stops
The limits, in the open.
Not connectable yet — the API key goes only to vetted Winbiz Partners
Nothing is performed — the agent records the intent & hands the step back
No folders, bookings or stock are read — no call ever reaches Winbiz
No sign-in & no credential field — nothing on the card to fill in
No client written yet — the wire docs sit behind Winbiz's partner portal
Every limit here was true before this page was written; it was just discovered after the invoice. Some are our own decisions rather than the provider's — no integration of ours moves money, however willing the API is.
Can you connect it today?
Planned
No client behind it yet. An employee asked to act here records what it intended and tells you it did not do it — it never reports the step as done.
How it works with Vorenq
The same three steps as everywhere else — with Winbiz as one of the tools your team acts in.
Hand off a task
In plain words: “invoice the Müller deposit”, “research our top 3 competitors”. No prompt-engineering.
It staffs the right team
The manager picks employees and the right model for each: Opus for hard reasoning, Haiku to plan, Kimi for volume.
Review finished work
Employees delegate, do the work and hand you real files, pausing for your approval before anything risky. The final call stays yours.
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