Prepare your quotes.
Find the customer, sales lines and conditions. Prepare your document, review it and confirm it.
CraftOS Billing + AI agents
Manage your invoices.
Let your numbers speak.
Prepare your quotes, track your orders and invoices, then ask your agents what has been invoiced, collected or remains to be followed up. You keep the validation of documents and actions.
CraftOS Billing / your assistantIllustration
“Which invoices should be raised? »
42 000 €Billed this month
31 500 €Cashed
10 500 €Still to cash
Follow-ups prepared → validation by your team
Fictitious example, amounts including tax · invoiced and collected are two distinct indicators.
Your commercial documents, in one place
From the first quote to the last payment.
Track your orders and invoices.
Keep the link between what the customer agreed to and what is being billed. Order tracking depends on the channel chosen.
Keep an eye on payments.
Distinguish between what has been collected, what remains to be received and deadlines missed.
Your agents at work
Choose the missions to entrust to them.
CraftOS Billing brings together the documents. Your agents prepare the tasks and the resulting analyses.
Quote & invoicing assistant
Based on your request and the available data, it prepares the elements of a quote or invoice for verification.
- Prepare your business documents.
- “Prepare a quote for 20 licenses and two days of support. »
Recovery officer
He identifies missed deadlines and prepares a message adapted to the file. You define validations before sending.
- Prepare your customer reminders.
- “List overdue invoices and prepare reminders. »
Financial analyst
It summarizes the amounts invoiced, collections and customer balances from accessible data.
- Explains your billed activity.
- “Summarizes sales invoiced this month and expected payments. »
Ask the question. Find the information.
Your numbers become a conversation.
Sample request
“Prepare the quote for 20 licenses at €30 and two days at €600. »
Your assistant gathers the lines and prepares the document.
Illustrated answerFictitious data
20 licenses × €30 = €600
2 days × €600 = €1,200
Total before taxes: €1,800
To check: references, taxes, conditions and identity of the customer.
Sample request
“Of the remainder to be collected, how much is overdue? »
Distinguish between expected payments and missed deadlines.
Illustrated answerFictitious data
Remains to be collected: €10,500
Including amount due: €4,200
Amount not yet due: €6,300
You can then request the list of documents concerned.
Sample request
“Where is the billing this month? »
Obtain a readable summary from the available documents.
Illustrated answerFictitious data
Billed: €42,000
Collected: €31,500
Collection rate of these invoices: 75%
Fictitious amounts including tax, on the same set of invoices. This reporting does not measure profitability.
In the app
A quote you can check.
CraftOS Suite · your native AI ERP
The application collects the data.
Agents move the work forward.
Start with billing.
Choose the application, missions and validations useful to your activity.
See CraftOS Suite →Link your sales.
Associate commercial tracking with your documents to keep the context from the prospect to the invoice.
Explore CraftOS CRM →Add your agents.
Expand missions as needed. Applications, agents and connections are specified in your offer.
See all agents →Frequently asked questions
What you want to know.
Do agents issue documents without validation?
You define the authorized actions. The process presented provides for verification of information before confirmation of sensitive documents and shipments.
Can I ask questions from Claude or ChatGPT?
MCP connections can provide access to authorized data and actions from a compatible wizard. Their scope depends on your tools and configured rights.
Can we go back to our history?
We check the formats and quality of the data to be imported. Resumption of a history or connection to another software is subject to a defined scope.
Is it complete accounting software?
This offer covers quotes, invoicing and payment tracking. The analyzes are based on available data; they do not replace complete accounting or validation from your financial team.
Your applications, in your AI assistant
Ask your questions about your invoices.
Connect CraftOS Billing directly to Claude or ChatGPT via MCP. Ask your questions in natural language: your assistant consults the authorized data of your application to answer you, without manual export.
Claude / ChatGPTMCP ConnectionCraftOS Invoicing
Example answer
I find the overdue invoices, the amounts remaining due and the customers concerned. You access each invoice to check the details before resuming.
Illustrative examples, without actual customer data. Connection configured with your teams according to the MCP access available in your Claude or ChatGPT environment.
- Access according to your rights
- Authorized data only
- Sensitive actions subject to validation
Let's move on to your case
Let’s discuss your project
Present your quote and invoicing circuit. We show you how the app and agents can simplify tracking.
- 01You share your need and your context.
- 02We present to you the adapted course and its terms.
