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Use case · Invoicing template

Chase unpaid invoices with an AI agent, within limits you set.

An agent can prepare payment reminders. You choose how much it may do alone, and risky actions come to a person for approval first.

Agents home showing agents such as an invoice chaser
Your agents and how much each may do.

How it works

Three steps.

  1. Build the agent

    Give it your data and its instructions in AffordAI.

  2. Set its limits

    Choose its autonomy. Actions that need a decision come to your inbox.

  3. Review what it did

    Every run is recorded so you can check the steps.

Playground chat with a trace of the steps an agent took
Try it and see every step.
Approvals inbox including an AI agent request
An agent request waits for your approval.

You set the autonomy

From suggest-only to act with confirmation.

Approvals for risky actions

An agent request waits for a person before it goes ahead.

Start from a template

The Invoicing template in Studio gives you the tables and pages to build on.

All templates →

Ready when you are

Open AE and look around.

See the product for yourself. The guide and demo videos are there when you want help.