Automates email processing for accounts receivable in finance & accounting.
Finance & AccountingAutomates email processing for accounts receivable in finance & accounting.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: invoice, payment, overdue, credit term, accounts receivable OR from: invoices@client.com, payments@, @bank.com
Search knowledge base for client payment history and current invoice details. For new invoices, forward to accounts-payable@finance.com and apply 'pending' label. For overdue payments, reply with reminder template and forward to collections@finance.com marked as urgent. For credit term negotiations, forward to finance-manager@finance.com with attached payment history. Add 'accounts-receivable' label to all relevant communications. Ensure compliance with SOX regulations by storing emails in the audit folder.