Finance
Billing for a small business: quotes that turn into invoices, invoices with line items and tax in any currency, sent by email or downloaded as a PDF. Recurring profiles draft invoices on a schedule, payments update each customer's balance, and overdue invoices raise an alert and get a reminder. Your accounting system stays the ledger; Finance is where billing happens.
- Owns
- Invoices
- Quotes
- Recurring profiles
- Payments
- Customer balances
What lives in Finance.
One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.
- Invoices with line items, tax rates, and payment terms, in any currency
- Quotes that become a draft invoice when the customer accepts
- Recurring profiles that draft invoices every week or month
- Send by email, download as PDF, or duplicate last month's invoice
- Partial and full payments, with each customer's outstanding and overdue balance
- Overdue alerts, payment reminders, and a notification when an invoice is paid
- Dashboard of invoiced, collected, outstanding, and overdue
What your agent does in Finance.
- Drafts invoices and quotes from a won deal or a few lines in chat
- Sends invoices and reminders, records payments, and voids, asking you first every time
- Answers "what's overdue and by how much?" per customer and currency
- Turns an accepted quote into an invoice and sets up recurring billing
Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.
Need it different? Describe it.
Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.
Invoices over $10,000 need my approval before they go out. Remind customers 3 days after the due date.