Wave
· #124 most-usedFree invoicing and accounting — now agent-powered
Wave is free invoicing, accounting, and receipts software built for small businesses and freelancers. Connect it to Actionist and your agents can create customers, generate and send invoices, record payments, and monitor outstanding balances — all triggered by events in your other tools, with no manual data entry between systems.
Eliminates manual work. Agents eliminate the manual steps of creating customer records, generating invoices, reconciling payments, and copying transaction data between Wave and other tools like CRMs or spreadsheets.
What your Wave agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Wave × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Turn a payment email into a closed invoice in 60 seconds
When a client emails to say they've paid, your agent doesn't wait for you to log in to Wave. It reads the email, finds the matching open invoice, records the payment, posts a confirmation to your team Slack, and schedules a follow-up calendar event for the account check-in — all before you've finished reading the message.
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales19 min / weekManual invoice creation after close
Reps copy deal details from the CRM into Wave by hand after every closed deal, taking 10–15 minutes per invoice.
Sales Agent0 minAgent creates invoice on deal closeWhen a deal is marked closed, the agent finds or creates the Wave customer and generates the invoice automatically — zero tab-switching.
- Marketing14 min / weekCustomer records keyed from campaign data
Marketing ops manually creates Wave customer profiles for leads converted by campaigns, duplicating data already in the CRM.
Marketing Agent0 minAgent syncs converted leads to WaveWhen a campaign converts a contact to a customer in HubSpot, the agent creates the matching Wave customer record in seconds.
- Customer Support19 min / weekManual payment reconciliation from emails
Support agents sift through payment confirmation emails and manually mark the corresponding Wave invoices as paid.
Customer Support Agent0 minAgent records payments from email notificationsThe agent reads payment emails, matches them to open Wave invoices, and records the payment instantly — the invoice closes itself.
- Human Resources8 min / weekContractor invoice logging
HR manually creates Wave invoices for contractor hours at the end of each pay period from submitted timesheets.
Human Resources Agent0 minAgent generates contractor invoices from timesheetsWhen a timesheet is approved, the agent creates the Wave invoice for that contractor — HR never touches Wave directly.
- Finance14 min / weekOverdue invoice review and chasing
Finance runs a weekly Wave report, spots overdue invoices, then manually drafts and sends reminder emails to each client.
Finance Agent0 minAgent flags overdue invoices and sends remindersEvery Friday the agent lists unpaid Wave invoices past due, drafts personalised reminders, and sends them — the AR list shrinks itself.
- Operations30 min / weekExpense sheet to Wave data entry
Ops manually transcribes expense and sales data from tracking spreadsheets into Wave, reconciling row by row.
Operations Agent0 minAgent books spreadsheet rows to Wave in real timeWhen a new row is added to the ops expense sheet, the agent records the corresponding Wave sale immediately — no end-of-week data entry batch.
- Legal6 min / weekBilling record pulled for contract disputes
Legal manually exports Wave invoice history for a specific client to assemble evidence for contract or billing disputes.
Legal Agent0 minAgent assembles invoice history on demandWhen a dispute is flagged, the agent lists all Wave invoices for that customer and packages the data into a summary document — legal has it in under a minute.
Calculate what your team saves
Based on Wave's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.8 hrs / person / week of admin work automated.
How to plug Wave into Actionist
Pick the connection method that suits your environment.
The fastest path. Install Wave's MCP server in one click; the agent reaches your Wave workspace through a permissioned OAuth handshake and can create customers, invoices, and record payments immediately. No tokens to rotate, no manual credential storage.
Find Wave in the Apps library and click Connect. MCP is selected by default.
You'll be redirected to waveapps.com to sign in and grant Actionist read/write access to your Wave business. Select the business you want the agent to operate on, then confirm.
Actionist runs a read-only call to verify the handshake. You're ready.
15 actions your agent can call
Read and write operations available to your Actionist agent.
6 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with Wave
Reusable agent skills that work well alongside this app.
MCP servers that work with Wave
Connect Actionist to MCP servers built for or around this app.