Overview
ReVoice is an AI meeting-intelligence platform that transcribes your meetings 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 so ReVoice can prepare Fortnox drafts from what is said in the meeting, such as a customer, a quote or an invoice. Drafts are prepared in two ways: automatically when the meeting contains clear enough information, and on your command in an internal meeting. The draft is shown for review in ReVoice, and nothing is written to Fortnox until you have reviewed and confirmed it.
Prerequisites
- A ReVoice account at https://re-voice.io with permission to manage integrations in your workspace.
- A ReVoice Business plan. If your workspace admin has restricted this integration, use Request access on the card.
- A Fortnox account whose administrator can approve the connection.
Adding the app
Follow these steps to connect Fortnox to ReVoice:
- Sign in to ReVoice at https://re-voice.io.
- Go to Settings, then Integrations.
- Find Fortnox and click Connect.
- On the Fortnox authorization screen, sign in, review the requested access, and approve.
- You are returned to ReVoice, where Fortnox shows as Connected.
| Access | Why ReVoice needs it |
|---|
| Company information (companyinformation) | Confirm which Fortnox company the connection belongs to, so a draft is never written to the wrong company. |
| Customers (customer) | Look up, and on your confirmation create or update, the customers a draft concerns. |
| Quotes and orders (offer, order) | Prepare and, on your confirmation, create quotes and orders from the meeting. |
| Invoices (invoice) | Read your invoices in the Fortnox view and, on your confirmation, create new ones. |
| Suppliers (supplier) | Look up, and on your confirmation create or update, suppliers. |
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: Settings, then Integrations, then Fortnox shows as Connected.
- Let ReVoice prepare a draft from the meeting: when a meeting contains clear enough information about a customer, a quote, an order or an invoice, ReVoice prepares a draft and shows it for review, both during the meeting and once it has ended.
- Ask Matilda during the meeting: in a meeting you marked as internal you can speak or type a command, for example create a quote for Acme Ltd for 15000. Matilda prepares the draft and shows it for review. Commands are deliberately limited to internal meetings.
- Confirm to create in Fortnox: the draft is only written to Fortnox after you confirm it in ReVoice, on the card in the meeting view or in the meeting timeline. Until then nothing is created, changed, or sent.
- Create directly in Fortnox Central: you can create customers, suppliers, quotes, orders and invoices directly in the Fortnox view in ReVoice, without going through a meeting, and update customers, suppliers and quotes.
- Review activity: the Fortnox view in ReVoice shows the drafts created from your meetings.
Removing the app
You can remove the integration from either side.
From ReVoice: go to Settings, then Integrations, then Fortnox, and click Disconnect.
From Fortnox: sign in to Fortnox and remove ReVoice from your connected apps or API integrations.
- Consequences of removal: ReVoice can no longer prepare or create Fortnox drafts from your meetings. Any records already created in Fortnox remain in Fortnox.
- How your data is handled: ReVoice deletes the stored Fortnox connection (the OAuth tokens) from its database.
- Your ReVoice meetings and transcripts are not deleted by disconnecting Fortnox; they remain in your ReVoice account.
Troubleshooting
- Fortnox shows 'Reconnect needed': your authorization expired or was revoked. Go to Settings, then Integrations, then Fortnox, and click Connect again.
- The meeting did not produce a draft: confirm Fortnox is connected, that the workspace is on the Business plan, and that you have Fortnox access in the workspace. ReVoice only prepares a draft when the meeting is clear enough; if a customer or an amount is missing it marks the draft incomplete instead.
- A command did not produce a draft: commands only work in meetings marked as internal. Confirm that, that Fortnox is connected, and that you have Fortnox access in the workspace. 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 record was not created in Fortnox: it is only created after you confirm the draft. Open the card in the meeting view or the meeting timeline and confirm.
- The authorization screen shows an error: make sure you are signing in to the correct Fortnox account, then retry from Settings, then Integrations, then Fortnox.
Frequently asked questions
Can ReVoice change my Fortnox data on its own? No. ReVoice only prepares drafts. A draft is written to Fortnox after you explicitly confirm it.
What can it create? On your confirmation, it can create and update customers and suppliers, and create quotes, orders and invoices.
Do I need a paid plan? Yes. Fortnox is available on the Business plan.
Where is my data stored? Connection data and OAuth tokens are stored in our EU-hosted database, and tokens are encrypted at rest. See our Privacy Policy for details.
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