AI agents that answer, follow up and keep revenue moving

Built by order-to-cash specialists, not a generic chatbot vendor. Each agent handles a specific, repetitive part of your revenue work, follows the rules you approve and hands anything sensitive to a person.

Four agents, one connected workflow

Start with the one that solves your most pressing problem. Add others when you're ready.

Finance operations

Billing and AR automation

The problem: invoices, statements and reminders depend on manual steps, so they go out late or inconsistently.

  • Invoice and statement delivery
  • Scheduled payment reminders
  • Account follow-up sequences
  • Workflow routing and approvals
  • Exception flags for your team
  • Receivables reporting and visibility
Discuss billing and AR automation

Growth

Sales and marketing agent

The problem: new leads wait too long for a reply, and follow-up stops after the first attempt.

  • Lead capture from calls and forms
  • Qualification questions you define
  • Prompt, consistent follow-up
  • Appointment scheduling
  • CRM updates
  • Support for campaign workflows
Discuss the sales and marketing agent

How we set up an agent

Every business is different, so agents are configured rather than switched on. Available integrations and features depend on your systems; we confirm what's possible during design.

  1. Discover

    Map the calls, invoices or leads the agent will handle, and the rules it must follow.

  2. Design

    Write approved answers and scripts, define what gets escalated and to whom, and agree success measures.

  3. Implement

    Configure the agent, connect the systems in scope, and test with your team before going live.

  4. Optimize

    Review conversations and results, refine scripts and expand to new workflows.

Guardrails come standard

Agents should make your business look more professional, not less.

  • Approved answers only

    Agents respond from information you approve. They do not invent prices, policies or account details.

  • Human escalation

    Disputes, complaints, urgent issues and anything outside the script go to a person on your team.

  • Minimal data collection

    Agents can be configured to avoid collecting sensitive information such as patient health details or payment card numbers.

  • Honest about being AI

    Agents never misrepresent who they are, and disclose that they are AI assistants when asked.

  • Reviewed for your use case

    Rules for calling, texting, recording and consent vary by industry and location. Each configuration should be reviewed for your use case and jurisdiction before launch.

Which agent would help you most?

Tell us where calls, invoices or leads slip through, and we'll recommend where to start.

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