Ask and it's done.
Type what you need in plain words. The agent runs the same steps, with the same permissions, as clicking through the app yourself.
AI agent, in detail.
Plain words
You don't need menus or forms. Write "Who still owes us money?" and it lists each client with what they owe and when it was due.
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.
Confirms before acting
Before saving anything, it shows the client, amount, currency and tax. Nothing is created until you confirm.
An extra check for money
When email and WhatsApp arrive, payments, write-offs and credit notes asked for there will also need a code or a tap in the app.
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.
Raising an invoice
You type "Invoice ABC Consulting for October."
It replies: 18% GST added, due Thu 5 Nov. Confirm?
You tap Confirm, and the invoice is numbered and emailed.
Your next invoice starts
with a message.
Try it free for 14 days. No credit card needed.
14-day free trial. No card needed.