Marketplace
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Finance Department

Invoices out, receivables in, spend under control.

A quiet, reliable finance team. Sends invoices, chases receivables, categorizes expenses, and flags anomalies before they hurt.

  • ✓ Faster days-sales-outstanding
  • ✓ Every invoice sent on time
  • ✓ Anomalous spend caught early

Agents

Dani
Invoicing
approval
  • · Draft invoices
  • · Send after approval
Ravi
AR Follow-Up
approval
  • · Chase overdue
  • · Escalate 30+ days
Quinn
Expense Categorizer
autonomous
  • · Auto-categorize
  • · Flag odd charges

Workflows

  • Job complete → draft invoice → approve → send
  • Invoice unpaid +7d → polite nudge → +14d firmer → +30d escalate
  • Daily expense sync → categorize → flag anomalies

Approval policy

Send invoice to customerHuman approves
Financial documents need eyes on them
Categorize expenseAutonomous
Reversible bookkeeping

Dashboards

Days sales outstanding
Rolling DSO across customers
Invoices sent / month
Volume + $ total
Overdue balance
$ open past due, by aging bucket

Mission templates

Collect all overdue invoices >14 days
high
Send follow-up on every overdue invoice past 14 days, escalate at 30 days.
Success: 100% of overdue invoices have a follow-up sent this week
  1. Pull overdue list
  2. Draft per-customer nudge
  3. Send after approval
  4. Log responses