Quotations, invoices, and generated business plans
The money side, produced from your rules and your numbers, and never sent without you.
Financial documents are where a plausible-sounding mistake becomes an expensive one. Everything in this area is built to be derived from a rule or a record, never improvised.
Quotes from rules
A quote is generated from a pricing rule set you define: rates, minimums, surcharges, discounts, and the conditions attached to each. Every line traces to the rule that produced it.
Where the request falls outside the rules, the agent does not interpolate a number. It flags the gap and asks.
Invoices that match reality
An invoice is built from what was actually delivered: the completed work, the hours, the materials. It is reconciled against the quote before it goes anywhere. A difference between quoted and delivered is surfaced, not quietly absorbed.
Business plans
A generated plan is only useful if the numbers are yours. The agent builds the model from your actual revenue, costs, and pipeline, states its assumptions explicitly, and marks anything it had to assume rather than derive.
Chasing what is owed
Receivables follow-up is scheduled, polite, escalating, and stops the moment payment lands. It is also the task most businesses are worst at doing consistently.
The hard stop
No financial document leaves the account without explicit human approval. This gate is not configurable.
More in Agents