An agent for business tasks

Create invoices and ask about your business with an AI agent.

Speak or type in natural language. The agent prepares invoices for review and answers questions about invoicing, expenses, purchases, sales, suppliers and stock using authorised data.

Request an agent demoSee what it can do

Action: prepare an invoice

It interprets your request, shows a draft and waits for confirmation.

  • Natural language requestCustomer, description, quantity, price and taxes.
  • Data ready to reviewCheck the interpretation before issuing.
  • Clarification when neededIf the customer, tax or description is missing, it should ask for clarification.
  • Human confirmationInvoices are reviewed before they are issued.
Invoicing agentAwaiting confirmation

Invoice Clínica Montserrat €450 plus VAT for monthly consulting.

Draft#2026-014
CustomerClínica Montserrat
DescriptionMonthly consulting
Total€544.50

Ready to review and issue

When context is missing

It does not guess essential details.

New requestInformation needed
Create an invoice for €900 for the project.
Which customer is this invoice for? I also need to confirm whether the €900 includes tax and which project you mean.

Questions: answers in context

Ask about real figures without setting up filters.

InvoicingAmounts and comparisons across periods.
Expenses and suppliersAmounts, documents and spending by supplier.
Purchases and salesCheck activity for the specified period and company.
StockStock levels and products below minimum by store.
Agent · Central StoreAugust 2026
How much have I invoiced this month, and how does it compare with July?
In August, you have invoiced €18,420, which is 8.4% more than in July. Central Store accounts for 62%.
Which products are below their minimum stock level?
Central Store has 3 products below minimum stock.

Control and security

Every response respects the user, company and permissions.

Authorised user

The agent works within the user’s access permissions.

Explicit company context

Queries relate to a specific company or business activity and keep databases separate.

Confirmations

Final actions are reviewed before they are carried out.

Traceability

The invoice retains its numbering, records and status within the product workflow.

The agent does not replace the tax judgement of the user or their adviser, and should not invent figures beyond the available data.

Different capabilities

The agent, OCR and analytics serve different purposes.

Agent

Interprets requests, prepares invoices and queries data in natural language.

OCR digitisation

Reads photos or PDFs of incoming documents and extracts fields for review.

Analytics

Shows dashboards, metrics and structured comparisons.

Explore AI digitisation

Frequently asked questions

What it does and where you stay in control.

Does it issue invoices without confirmation?

No. It prepares a draft for review before issuing.

What can it look up?

Invoicing, expenses, purchases, sales, suppliers, stock and periods within the authorised data.

What happens if information is missing?

It should ask for the missing information or clarify ambiguity, rather than guessing essential details.

Can it mix data from different companies?

No. Each query uses the company context and its separate data.