What's inside
AI agent, in detail.
01
Plain words
You don't need menus or forms. Write "Which bills are due before Friday?" and it lists them with amounts and dates.
02
Asks only what's missing
It fills the client, address, tax and payment terms it already knows. If a detail is missing, like a new client's GSTIN, it asks for just that.
03
Confirms before acting
Before saving anything, it shows the client, amount, currency and tax. Nothing is created until you confirm.
04
An extra check for money
Payments, write-offs and credit notes asked for by email or WhatsApp also need a code or a tap in the app.
05
Same permissions as you
The agent can only see and do what the person asking is allowed to. An employee can't use it to see invoices.
In practice
Raising an invoice
1
You type "Invoice ABC Consulting ₹50,000 for October."
2
It replies: ₹50,000 + 18% GST, ₹59,000 total, due Thu 5 Nov. Confirm?
3
You tap Confirm, and the invoice is numbered and emailed.
Next feature · WorkflowsApprovals that follow your policy
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