AI-Agents for Accounts Receivable in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Merge PDF Documents
Combine invoice pages into one PDF for each ready request.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
Works with
8 tools
8 tools
Route Write-Off Requests
Send customer balance write-offs to the assigned approver.
Your accounts receivable write-off requests reach the approver you choose, with supporting files attached and a handoff update for the requester.
Works with
12 tools
12 tools
Confirm Deposit Appointments
Match deposit payments to bookings and void expired invoices.
Your clients get appointment details after paying the deposit you set. You get open times back when unpaid holds expire.
Works with
9 tools
9 tools
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