AI-Agents for Bookkeepers working with ServiceTitan
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
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.
45 toolsHold bills when your records show the supplier invoice was paid.
Your AP clerk sees a bill on hold, with the paid accounting entry linked for review before another payment starts.
4 toolsKeep each bill's review card aligned with its current due date.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
13 toolsCreate an assigned follow-up for each unapproved bill due soon.
Get clear follow-up tasks for bills nearing payment, so your payables person knows which approvals to chase.
9 tools
