Bookkeeper
Invoices and follow-up- Drafts the invoice when a job is complete
- Checks every day which invoices are overdue
- Logs the journal entries
Asks you firstSending an invoice and every payment reminder.
The Bookkeeper agent
Manages the invoicing lifecycle — generates invoices for completed jobs, sends reminders for overdue accounts, and records payments.
Invoices, reminders and payment matching are done by hand at month-end.
Invoices are raised on job completion, overdue accounts chased, payments recorded.
The other agents
Every agent shows its reasoning and waits for your approval on anything customer-facing.
Put the Bookkeeper agent to work
Accounts are created by invitation. Tell us about your company and we will open one for your team.