Use PayPal with AI
Connect nowReport on payments. No money is moved.
Finance & accounting
Using PayPal in an agency
PayPal reporting is the same idea as Stripe: see payments, do not send them. Business account only. It is a poor system of record for agency fees. If the fee lives in Xero or QuickBooks, draft from there.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftDraft a reminder or summary
- ReadRead permitted records
Before you connect
- Account you’ll need
- A PayPal business account
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Known limits
- Reporting only. Transfers aren’t enabled.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does PayPal need?
A PayPal business account
Will a bot change PayPal without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
What are the limits with PayPal?
Reporting only. Transfers aren’t enabled.
Is KeyAccess an official PayPal partner?
No. You connect an account you or your agency already have, through PayPal’s own sign-in, where that connection is in the catalogue.