AI-Agents for Accounting Managers in Accounts Receivable working with Square
Calculate balances, update billing status, send invoices. Every one is ready to run, and you can adjust it in plain language.
Send Customer Balance Report
Show the unpaid invoices behind each customer subtotal.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
Works with
45 tools
45 tools
Create Paid Invoice PDFs
Keep paid invoices traceable to payments and flag billing gaps.
Your customers get a paid invoice PDF after payment, and your billing team hears when an invoice or email needs attention.
Works with
18 tools
18 tools
1–2 of 2
