$4.3K
avg collected daily
8
invoices issued per day
0
invoices forgotten
Capabilities
What Billing Agent Does
Six core capabilities that run automatically, around the clock, without you having to manage a single one.
Auto Invoice Generation
Creates and sends an invoice the moment a job is marked complete — no delay, no manual entry, no waiting until Friday.
Payment Reminders
Sends polite, timed reminders at 7, 14, and 30 days overdue — escalating appropriately without you micromanaging.
Overdue Chase Sequences
Runs a structured follow-up sequence for every unpaid invoice until it's resolved, with increasing urgency you never have to manage.
QuickBooks Sync
Pushes every invoice, payment, and credit note directly to QuickBooks in real time — your books are always current.
Payment Reconciliation
Matches incoming payments to open invoices automatically, flags any discrepancies, and keeps your AR clean without manual matching.
Revenue Reporting
Delivers a weekly snapshot of collected, outstanding, and overdue revenue so you always know where your cash flow stands.
In Action
Real-World Scenarios
Here's what a typical day looks like when this agent is running inside your business.
Job Completion Invoice
Your crew finishes an install at 3PM. By 3:01PM, the client has received a professional invoice. By 3:05PM, it's logged in QuickBooks — no one on your team sent a thing.
Overdue Payment Chase
An invoice is 30 days past due. Billing Agent has already sent three reminders — a friendly nudge, a firmer notice, and a final warning — collecting $4,300 in overdue payments this week.
End-of-Month Reconciliation
Instead of spending Saturday morning in QuickBooks, you open your Sunday briefing and find a clean month-end summary — every payment matched, every discrepancy flagged.
