Finance
Chase the invoice without touching the ledger.
Agents read invoices, payment status, disputes and arrangements. They can prepare a draft invoice for a person to send. They cannot alter a posted invoice, raise a credit note or move money, on any plan.
What connects
Your accounting or invoicing system, read through its API.
What crosses the boundary
- Into the agent: amounts, dates, status, days overdue, dispute flag, payment arrangement.
- Out of the agent: draft invoices, awaiting a person.
- Never: bank details, card data, or write access to a posted entry.
The capabilities this exposes
- Read an invoice
- Check payment status
- Prepare an invoice
Setting it up
- 1Authorise the connection as an administrator.
- 2Choose whether drafts are available or the connection is read-only.
- 3Grant read capabilities to the agents that need them.
- 4Set the approval thresholds — overdue days, balance limits.
Permissions
Read access to invoices and payment status; optionally draft creation. We never request permission to post, amend or void an entry, to create a credit note or to issue a refund. The refund capability is listed in the tool registry specifically so you can see it is refused.
Jobs an agent can own once this is connected
- Send reminders for invoices 7 to 21 days overdue
- Escalate anything past thirty days to Finance
- Prepare the month-end reconciliation list
Where it stops
Nothing an agent does here moves money or changes an accounting record. The dispute flag is read before any reminder is sent, so an agent will not chase a customer who is mid-complaint — but it depends on that flag being set in your system, which the platform cannot do for you.
Finance
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