Overview
ReVoice is an AI meeting platform that records and transcribes your meetings in Teams, Zoom and Google Meet and generates summaries and action items. This page explains how to add, use and remove the Fortnox integration.
The integration uses the Fortnox API over OAuth. Matilda, the meeting assistant in ReVoice, prepares Fortnox drafts in two ways: when you ask for one in a meeting the meeting owner has marked as internal, and, if the meeting owner has selected the sales coach for their meeting, when a concrete deal comes up in the conversation. You can also create records directly in Fortnox Central in ReVoice. A draft is shown for review in ReVoice, and nothing is written to Fortnox until a user with permission has confirmed it in ReVoice. Only the meeting owner can confirm a draft from the sales coach.
Prerequisites
- A ReVoice account at https://re-voice.io with Individual or Business. Each user can connect their own Fortnox account to their My Private Space. Managing an existing shared connection requires permission in the workspace that holds it.
- A ReVoice Individual or Business plan. Individual costs EUR 35 per month for one person. Business costs EUR 49 per user per month, for at least two users. Both can start with a five-day trial. No credit card needed.
- An integration licence in Fortnox and the appropriate licences and permissions for your account. If access is refused, contact your Fortnox administrator.
- Fortnox licences for the permissions the integration uses. According to Fortnox, Customers requires the Kundfaktura or Order licence, Quotes and Orders require the Order licence, Invoices requires the Kundfaktura or Order licence, and Suppliers requires the Bokföring licence. Company information works with any licence.
Adding the app
Follow these steps to connect Fortnox to ReVoice:
- Sign in to ReVoice at https://re-voice.io.
- Go to Integrations in the left menu.
- Find Fortnox and click Connect to Fortnox.
- On the Fortnox authorization screen, sign in with your own Fortnox account, review the access and approve. Your account needs the appropriate licences and permissions at Fortnox. If access is refused, contact your Fortnox administrator.
- You return to ReVoice, where the card shows Connected and Your own Fortnox account. The connection is stored in your My Private Space, even when another workspace is open.
| Access | Why ReVoice needs it | Licence in Fortnox |
|---|
| Company information (companyinformation) | Identify which Fortnox company is connected, and keep the connection bound to that company. | Any licence |
| Customers (customer) | Show customers in Fortnox Central, find the customer a draft concerns and, on confirmation, create or update customers. | Kundfaktura or Order |
| Quotes (offer) | Show quotes in Fortnox Central and, on confirmation, create and update quotes. | Order |
| Orders (order) | Create orders on confirmation. | Order |
| Invoices (invoice) | Show invoices in Fortnox Central and, on confirmation, create invoices. | Kundfaktura or Order |
| Suppliers (supplier) | Show suppliers in Fortnox Central and, on confirmation, create or update suppliers. | Bokföring |
If a step does not work, see the Troubleshooting section below.
Using the app
After connecting, you can use the following features:
- Confirm the connection: under Integrations, Fortnox shows as Connected.
- Ask Matilda during the meeting: in a meeting the meeting owner has marked as internal, you can speak or type a command, for example create a quote for Acme Ltd for 15000. You can ask to create customers, suppliers, quotes, orders and invoices and to update customers, suppliers and quotes. Matilda prepares a draft and shows it for review. Commands only work in internal meetings.
- Deal signals from the sales coach: if you, as the meeting owner, have selected the Sales & Deal Coach coaching profile for your meeting, Matilda listens to speech and meeting chat while the meeting is recorded. She shows buying signals, objections and closing opportunities only to you. When a concrete deal comes up, she prepares a quote or order draft with quantity, unit price and total. This also works in external meetings, but Matilda says nothing in the meeting and shows nothing to other participants. Participants who decline in the consent flow are not analysed. The workspace's owners and admins see in the audit log that a draft has been prepared in a meeting, but not what it contains. When the draft is confirmed, a summary of what is sent is logged, as for every write to Fortnox.
- Confirm to create in Fortnox: the draft is only written to Fortnox once it has been confirmed in ReVoice. The meeting owner confirms on the card in the meeting view or in the meeting timeline. A draft from a command can also be confirmed in the timeline by another member with write access to the meeting and Fortnox access in the workspace. Only the meeting owner can confirm a draft from the sales coach, and then you also choose the VAT, and either choose an existing customer or confirm that a new customer should be created. Until then nothing is created, changed or sent. For command drafts, the card in the meeting view shows only existing customers matching the draft’s exact customer name or organisation number. Choose the correct customer before pressing Create. An existing customer cannot also be approved as new.
- Create directly in Fortnox Central: in the Fortnox view in ReVoice you create customers, suppliers, quotes, orders and invoices without going through a meeting, and update customers, suppliers and quotes. There you also see customers, suppliers, quotes, orders and invoices from Fortnox.
- History shows successful writes from meetings, Matilda chat and Fortnox Central with Fortnox numbers. Under Documents you can read invoices, offers and orders and open their details.
Removing the app
You can remove the integration from either side.
From ReVoice: go to Integrations, click Manage on the Fortnox card and then Disconnect. ReVoice then asks Fortnox to revoke the authorization and deletes the stored connection.
From Fortnox: sign in to Fortnox and remove ReVoice from your connected apps or API integrations. That closes the access, but ReVoice does not delete the stored connection. Disconnect in ReVoice to delete it.
- Consequences of removal: ReVoice can no longer prepare or create anything in Fortnox, and Fortnox Central no longer shows your records. Records already created in Fortnox remain in Fortnox.
- How your data is handled: when you disconnect in ReVoice, ReVoice deletes the stored Fortnox connection, including the OAuth tokens, from its database.
- Your ReVoice meetings and transcripts are not deleted when you disconnect Fortnox. They remain in your ReVoice account.
Troubleshooting
- Fortnox shows Needs reconnect: your authorization expired or was revoked. Go to Integrations and click Reconnect on the Fortnox card.
- A command did not produce a draft: commands only work in meetings the meeting owner has marked as internal. Also check that Fortnox is connected, that you have Fortnox access in the workspace and that the workspace allows sharing to external services. Matilda always answers once she has recognised a command, even when she has to refuse, so silence means the text was not read as a command.
- The sales coach shows no signals: signals only appear when the meeting owner has selected Sales & Deal Coach for their own meeting and the meeting is being recorded. If the profile is changed to another one, Matilda stops looking for new signals.
- The sales coach did not prepare a quote or order: a draft is only prepared when the customer explicitly asks for or agrees to a quote or order, now and without conditions, and the customer's name, what is sold and the price are clearly said or written. A signal can appear without a draft, for example when only a total is mentioned for several units. Also check that Fortnox is connected, that you have Fortnox access in the workspace and that the workspace allows sharing to external services.
- A participant is missing from the analysis: participants who have declined in the consent flow are not analysed, neither in speech nor in meeting chat.
- The record was not created in Fortnox: it is only created once the draft has been confirmed in ReVoice. Open the card in the meeting view or the meeting timeline and confirm. Only the meeting owner can confirm a draft from the sales coach, and only once the VAT and the customer have been chosen.
- Error on the Fortnox authorization screen: check that you are signing in with the correct Fortnox account and have the appropriate licences and permissions. Ask your Fortnox administrator for help if access is refused, then retry from Integrations.
Frequently asked questions
Can ReVoice change my Fortnox data on its own? No. Matilda only prepares drafts. A draft is written to Fortnox only once a user with permission has explicitly confirmed it in ReVoice, and a draft from the sales coach only once the meeting owner has done so.
What can it create? After confirmation it can create customers, suppliers, quotes, orders and invoices and update customers, suppliers and quotes. The sales coach only prepares quotes and orders.
Do other participants see the sales signals? No. The sales coach's signals and the content of her drafts are shown only to the meeting owner, and Matilda says nothing about them in the meeting. The workspace's owners and admins see in the audit log that a draft has been prepared, but not what it contains. Participants who decline in the consent flow are not analysed.
Do I need a paid plan? Yes. Fortnox is included in ReVoice Individual, for one person, and in ReVoice Business, for at least two users.
Where is my data stored? Connection details and OAuth tokens are stored in our EU-based database, and tokens are encrypted at rest. See our Privacy Policy for details.
Does ReVoice do any bookkeeping? No. ReVoice books nothing and reads neither payroll nor time reports.
Contact support
Need help with the Fortnox integration? Reach us through any of these channels:
- Help center: https://re-voice.io/help
- Support requests: https://re-voice.io/support