Apps / Finance

Accounting

Invoicing, bills, and reconciliation, driven by plain-language requests.

What it does

Raise invoices, record bills, handle multi-currency and regional tax, and reconcile payments. Match estimated costs to actuals and post with confidence, and sync to Xero when you need it. The books stay close to real time without the manual entry.

Finance solutions

Ask your agent

Invoice this month’s completed jobs and send them.
Record this supplier bill and match it to the purchase order.
Reconcile last week’s payments and flag the mismatches.

Highlights

Multi-currency and regional tax
Match costs from estimate to actual
Xero sync

Works well with

Deals

A pipeline that updates itself as the work happens.

Contacts

Every person and company you deal with, in one place your agent keeps tidy.

All apps

Browse the full catalog of built-in modules and marketplace apps.

Put accounting on your agent.

Launch a workspace and tell your agent what you need. Pay only for what it does.

Launch a workspace See pricing