Find the invoice without the hunt.
Ask about a customer invoice or vendor payment and get the relevant amounts, dates, names, and status from your connected records.
BillingAgentSystem / 04
Billing and finance operations
Ask a billing question without hunting through three systems.
BillingAgent connects natural-language requests to accounting and receivables data. It gathers live context, flags exceptions, and prepares the answer while keeping payments, approvals, and outbound communication behind explicit human confirmation.
For construction finance & office teams
Works withQuickBooksBilltrustNetSuite-readyChatVoiceAgentMail
01 / Built around your workBillingAgent
See the exceptions worth your time.
Bring receivables aging, unusual vendor bills, and unmatched transactions into the conversation. Focus your review on the items that need attention.
Fit the way your office already works.
Connect QuickBooks and your configured receivables workflow. Use chat or voice to ask questions, with approvals and external communication controlled by your team.
02 / How it works
One clear path.
Less manual work.
Built for operational finance where complete context and approval boundaries matter more than flashy autonomy.
- 01
Ask a billing or payment question
- 02
Pull current records from connected systems
- 03
Return amounts, dates, names, and status
- 04
Flag discrepancies or missing context
- 05
Request confirmation before any action
03 / Inside your system
Built for the job.
- Customer invoice status
- Vendor-bill anomaly review
- Accounts-receivable aging
- Vendor payment checks
- Unmatched transaction flags
- Voice and chat requests
Your team keeps the final say
Automation with a clear review point.
- Financial facts are pulled from source APIs
- Answers include amounts, dates, and account context
- No payment, approval, or external send happens without confirmation
We configure the workflow around your systems, access, and the decisions your team needs to own.
Better connected / BoltAgent
Connect the billing question to the job.
Explore BoltAgent for the work-order status, crew assignments, and scheduling context behind your construction operations.
04 / Before you get started
Good questions.
Clear answers.
Does BillingAgent connect to QuickBooks?
Yes. BillingAgent uses authorized access to connected accounting records, including QuickBooks. The setup defines which companies, records, and actions the agent can access.
Can it work across more than one finance system?
The workflow can connect accounting and receivables context, including QuickBooks and Billtrust. Additional connections and NetSuite-ready exports are scoped to your implementation.
Does it make payments or send messages on its own?
Payments, approvals, and external messages require explicit confirmation. The agent retrieves the context and prepares the action so your team can make the decision.
How do we get started?
Start with the billing questions your team answers repeatedly and the systems involved. We map access, configure the agent, and walk through the review and approval points with your team.
Your workflow. Your next step.
See BillingAgent
at work for your business.
Bring the process you run today. We will walk through the fit, the setup, and what your team can do next.
Request a demoFort Worth, Texas / Serving contractors nationwide