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Planned connections for your bank, accountant and customer channels.

These integrations are part of the product roadmap, not live connections. Book a demo to discuss the tools you use and what would need to connect.

Product preview. Helmar.AI is in development. The features shown are planned; accounts and integrations are not open yet.

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  • Read-only bank feedPlanned · not live
  • Rivilė every nightPlanned · not live
  • All sub-processors in the EUPlanned · not live

How it connects

How the planned connections fit together.

The proposed workflow links the estimate, accepted version, documents and payments. The diagram shows the intended connections; none are available to connect yet.

  • Your bankread-only feed, bank links
  • Rivilėdocuments every night
  • Smart-ID · Mobile-IDqualified signatures
estimate · acceptance · documents · payments
  • Your email domainproposals, follow-ups, documents
  • SMS · WhatsApp · Viberthe channel the customer reads
  • Peppolpublic-sector e-invoices

Catalogue

Planned integrations, by what they would do.

Every integration below is planned and not live. Plan badges show the proposed launch packaging.

RivilėTeam and Business

Planned: Invoices go to Rivilė every night. On Business, payments your accountant records there come back.

B1, Centas and FinvaldaBusiness

Planned: Exports in the format each program imports, for the accountant who works elsewhere.

i.SAF XMLBusiness

Planned: The export for the VAT register, generated from the issued documents.

Peppol e-invoicesBusiness

Planned: Structured e-invoices (Peppol BIS Billing 3.0) for public-sector customers, checked before they are sent.

Accountant accessBusiness

Planned: A read-only role that sees every invoice, payment and reverse-charge note.

KPO cash receiptsEvery plan

Planned: Cash recorded with a receipt signed on the phone; it reaches the accountant in the monthly export.

Bank feedTeam and Business

Planned: A read-only connection to your bank. Exact matches are counted within minutes; reminders stop the moment a payment is matched.

Bank linkEvery plan

Planned: The customer pays through their own bank from the proposal page. Free for both sides, confirmed in seconds.

Card paymentsEvery plan

Planned: Visa, Mastercard, Apple Pay and Google Pay through a licensed partner. 1.4 % + €0.25, paid by you or passed on to business customers, never to consumers.

QR code on siteEvery plan

Planned: Show the amount due at the walkthrough from your phone, or let a crew lead do it with the Collect payments permission.

Financing partnerEvery plan

Planned: Proposals over €5,000 can show a monthly example from a licensed partner. The customer applies with the partner; you are paid as usual.

Email from your domainEvery plan

Planned: Proposals, follow-ups and documents go out from your own address. Sent, delivered, opened, bounced and replied are shown per message.

SMSEvery plan

Planned: Charged at cost, only with the customer’s consent, capped per estimate. Delivery status per message.

WhatsApp and ViberEvery plan

Planned: The same proposal page, sent where the customer said they read. One channel per message.

Customer pageEvery plan

Planned: No account, no app. The customer opens a page or a PDF, chooses options and accepts.

Email code acceptanceEvery plan

Planned: A 6-digit code, a name, a time and the document hash: a simple electronic signature under eIDAS with a full evidence record.

Smart-ID and Mobile-IDBusiness

Planned: Qualified signatures for larger or business work, offered per proposal.

Completion act and checklistsEvery plan

Planned: The handover checklist and the completion act are signed with the customer on the phone.

Bluetooth laserEvery plan

Planned: Pair a laser distance meter once; readings land in the measurement you have open.

Map measuringEvery plan

Planned: Roof and terrace areas from the satellite image before the visit, confirmed on site.

Excel and CSV importEvery plan

Planned: Your price list and supplier lists, mapped column by column and confirmed row by row. Or send them to us.

Full exportEvery plan

Planned: Every document as a PDF, photos, and every record as CSV, any time, and for 90 days after you cancel.

APIBusiness

Planned: Read and write estimates, customers, jobs, documents and payments from your own tools.

WebhooksBusiness

Planned: Be told when a proposal is accepted, a payment is matched or a document is issued.

Planned controls

Connections would stay under your control.

The settings below describe the proposed behaviour. Connections cannot be activated yet.

Email from your domainHow toSet your sending domain in the first setup step. Until then emails go out from a fallback address with your name, and replies still reach you.
Planned · not liveEvery plan
SMS, WhatsApp and ViberHow toUsed where the customer said they read, with their consent. SMS is charged at cost and capped per estimate.
Planned · not liveEvery plan
Bank feedHow toA read-only connection you authorise with your bank; the consent is renewed every 180 days.
Planned · not liveTeam and Business
Card paymentsHow toBank payment is always shown first. Turn cards on when a customer needs them; the fee is yours or a separate line for business customers.
Planned · not liveEvery plan
Rivilė syncHow toOne way on Team, two-way on Business. B1, Centas and Finvalda exports and the i.SAF XML are on Business.
Planned · not liveTeam and Business
Peppol e-invoicesHow toMark a customer as a public-sector buyer with their Peppol identifier; invoices to them go out as validated e-invoices.
Planned · not liveBusiness
Smart-ID and Mobile-IDHow toOffered instead of the email code on the proposals where a qualified signature matters.
Planned · not liveBusiness
API and webhooksHow toCreated in the workspace settings by an owner. Keys can be rotated and revoked at any time.
Planned · not liveBusiness

Proposed data flow

What moves, and when.

An illustration of the intended workflow. Sync timings and providers will be confirmed before integrations launch.

01
Within minutes

Bank matches

Incoming payments matched to advance requests and invoices by purpose and amount. Reminders stop; the job moves on.

02
Every night

Documents to Rivilė

Advance requests, PVM sąskaitos faktūros and credit notes issued that day. On Business, payments the accountant recorded come back.

03
Monthly

The accountant’s export

Documents and KPO cash receipts, and the i.SAF XML on Business.

04
On request

Everything, any time

Every document as a PDF, photos, and every record as CSV, also for 90 days after you cancel.

05
Never

What does not move

Card numbers, your customers’ money, or an edit to an issued document.

Developers

Webhooks for the three moments that matter.

API access and webhooks are planned for Business. No production endpoints or customer API keys are available yet.

  • proposal.acceptedThe customer accepted one exact version
  • payment.matchedA bank payment was matched to a document
  • document.issuedAn advance request, invoice or credit note got its number

Illustrative payload for a planned API. Field names and delivery behaviour are not a production contract.

POST your-endpoint · application/json
{
  "event": "proposal.accepted",
  "estimate": "EST-1042",
  "version": 1,
  "accepted_at": "2026-09-14T10:16:00+03:00",
  "accepted_by": "Lukas Jankauskas",
  "total": { "amount": 23178.76, "currency": "EUR" }
}

Questions

Straight answers.

Does it work with Rivilė?
This integration is planned, not live. Invoices go to Rivilė every night and payments your accountant records there come back. The two-way sync is on Business.
What about other accounting software?
This integration is planned, not live. B1, Centas and Finvalda exports, and the i.SAF XML.
How does the bank feed work?
This integration is planned, not live. A read-only connection to your bank. Exact matches are counted within minutes, and the consent is renewed every 180 days. Team and Business.
Do you see card numbers?
This integration is planned, not live. No. Card numbers are handled by the payment partner and never reach Helmar.AI.
Is there an API?
This integration is planned, not live. API and webhooks are on Business.
Where is my data stored?
The marketing website is hosted by Hostinger in Germany. Product integrations are not live. The providers and data locations will be confirmed before they are enabled; see the privacy policy for the website services used today.

See the preview

Discuss the connections your team would need.

Explore the product preview in a 20-minute demo. Accounts are not open yet. No card, no obligation.

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