AI-Agents for Bookkeepers 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
Email an itemized list of open customer invoices each week.
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
Match paid invoice totals to payments and flag missing invoices.
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
