Send, track, chase — without leaving the platform.
Invoicing
Inbound and outbound invoices with status tracking, due dates, GST, and overdue alerts. The AI agent can scan an invoice image and create the record in one shot.
What it does
- Track inbound (you owe) and outbound (owed to you) invoices in one list.
- Status lifecycle: Draft → Sent → Paid → Overdue → Cancelled.
- Overdue detection on the dashboard.
- AI invoice scanner: upload an image, get a pre-filled record.
Main benefits
- Overdue alerts at the dashboard level — no more aging-report surprise
- Image scan removes 90% of manual data entry
- Status-based filtering for collections work
Who uses it
Finance
Single inbox for AR + AP
Founders
Know what's overdue without opening a spreadsheet
Sales
Send invoices and watch them get paid in the same place
Example workflow
- 1Create an invoice (or upload an image and let the AI agent fill it in)
- 2Send to client, status flips to Sent
- 3Mark Paid when the funds arrive — feeds revenue dashboard
- 4Overdue invoices surface on /dashboard automatically
Reports available
- AR aging (overdue by 30 / 60 / 90 days)
- Total billed by client
- Total owed by vendor
- Monthly revenue trend
Admin controls
- Single + batch invoice creation
- AI invoice scan
- Bulk delete with confirmation
- Status updates
See Invoicing on your team's data.
30-minute demo on a real workspace, with your policies wired up. No slides.