Receivables workspace
Bring invoices, bank movements and customer conversations together. Reconcile receipts, carry an advance into its invoice without counting it twice, and prepare the next follow-up.
Which unpaid invoices need a follow-up?
Context
Customer conversations, payment promises and the history linking advances to invoices.
Information it readsAccounting documents, bank feeds, the shared register and authorised email history
AI agent
Use the conversation to explain the balance, check the bank evidence and prepare a follow-up for human review.
Finance AI agentThis example shows an agent's role, not an unattended workflow.
Result
Reviewed balances, unresolved payments and a shared collection history across the team's views.
Follow the example
What needs a person
Unclear payments stay unassigned. Promises are not treated as cash. The team reviews follow-up text and sends it manually.
Checks & limits
Reviewed
Functionality and use checked
A recent operator-run reconciliation was checked against its source, write-back and publication records. The published pages match that run's recorded file hashes.
Scope
An operator-run workflow with dated snapshots, not continuous bank synchronisation. Email coverage can be partial; outgoing messages remain manual.
Evidence remains private.
Method & documentation
The workflow updates a shared register and publishes collection, growth and follow-up views from the reviewed result. Advances retain their history when an invoice is issued. Email context helps explain a balance, but only bank evidence confirms receipt.
The documentation shares the method, not the private application's source code.
Read the method ↗