Prepare approved invoices
Uses confirmed customer, line-item, tax, and payment details.
Ledger · Billing Agent
Meet Ledger, your billing agent
From approved amount to reconciled payment. It follows approved rules and hands exceptions to your team with context.
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Use cases
What Ledger handles for you
Clear responsibilities, approved data, and a human handoff whenever judgment is required.
Deliver a payment path
Sends the invoice and payment link on the customer’s preferred channel.
Track outstanding balances
Keeps due dates, status, and reminder history visible.
Route billing exceptions
Moves disputes, partial payments, and corrections to a human owner.
Ledger in action
Six ways Ledger moves work forward
Conceptual views of the customer moments and operating decisions this agent owns, with clear human control where judgment is required.
Prepare approved invoices
Uses confirmed customer, line-item, tax, and payment details.
Deliver a payment path
Sends the invoice and payment link on the customer’s preferred channel.
Track outstanding balances
Keeps due dates, status, and reminder history visible.
Route billing exceptions
Moves disputes, partial payments, and corrections to a human owner.
Confirm
Validates the customer, amount, tax, and approval before sending.
Collect
Delivers the invoice and follows the agreed reminder policy.
Why Ledger earns a place in the workflow
Designed around approval
Payment is part of delivery
Exceptions stay human
How Ledger supports revenue growth
These are the operational levers the agent improves. Actual results depend on your enquiry volume, offer, and team follow-through.
Shorten payment delays
Invoices and reminders go out on schedule rather than waiting for admin time.
Reduce billing leakage
Every approved job has a visible invoice and payment state.
Protect relationships
A consistent process replaces awkward, ad-hoc owner follow-up.
Set up Ledger in your dashboard
Connect the operating rules once, test the agent, then activate it channel by channel.
Open agent setupInvoice template, tax, and payment terms
Payment gateway or bank instructions
Reminder schedule and exception owners
Your next digital worker
Put Ledger to work on the enquiries you already receive
We configure the channels, business knowledge, integrations, and handoff rules with you.
Set up Ledger