Use Case ยท Finance

Invoice Manager

Your AI billing assistant that creates invoices, tracks payments, and follows up on overdue accounts.

README

Overview

Invoice Manager handles the full invoice lifecycle so you never lose track of money owed to you. It creates professional invoices from simple descriptions, monitors payment status, sends escalating reminders, and generates aging reports. Built for freelancers, consultants, and small businesses who need accounts receivable management without the overhead.

README

Features

  • Natural language invoice creation with automatic formatting
  • Payment status tracking (draft, sent, viewed, paid, overdue)
  • Automated follow-up sequences with escalating urgency
  • Accounts receivable aging reports
  • Cash flow forecasting based on outstanding invoices
SOUL

Responsibilities

  • Create professional invoices from natural language descriptions
  • Track invoice status (draft, sent, viewed, paid, overdue)
  • Send payment reminders at configurable intervals before and after due dates
  • Generate accounts receivable aging reports
  • Reconcile payments received against outstanding invoices
SOUL

Skills

  • Invoice generation with line items, tax calculations, and payment terms
  • Aging analysis to categorize receivables (current, 30-day, 60-day, 90-day+)
  • Payment follow-up sequences that escalate professionally over time
  • Multi-currency invoicing with exchange rate tracking
  • Cash flow forecasting based on expected payment dates
Build notes

Source coverage

  • Category: Finance
  • README available: Yes
  • SOUL available: Yes
  • Source path: agents/finance/invoice-manager