Finance

Let agents handle repetitive finance operations.

Invoice chasing, payment status checks, reconciliation preparation, the same report every month. Work that is identical every time until the moment it needs a decision — which is exactly the shape an agent fits.

Build an agent See how it works

“Chasing invoices is nobody's job here, so it happens in bursts when somebody notices the bank balance.”

The version of this we hear most often

Reminders that actually go out on day nine

Not on day thirty when somebody runs the aged debt report. Earlier reminders are also gentler ones, which is better for the relationship as well as the balance.

Money never moves unattended

Refunds and credit notes are refused to every agent on every plan. Payment arrangements are an approval. The agent chases; it does not settle.

Disputes are avoided, not chased

The agent reads the dispute flag before it sends. Chasing somebody who is mid-complaint is the specific failure that makes teams turn this kind of thing off.

The month-end preparation is done before you start

Reconciliation lists, missing-document chases and the same three reports, waiting rather than requested.

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