A BILL AI Agent That Handles Bills Coming In And Invoices Going Out
Paying vendors and collecting from customers both depend on someone keeping up. Your agent keeps up in BILL and brings you only what needs a decision.
From $10/month 30 days free No credit card
What Your Agent Does In BILL
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Enters Vendor Invoices
Send it a supplier invoice for the Westfield warehouse and it creates the bill with the vendor, amount and due date filled in.
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Lines Up Payments
Each Thursday it gathers bills due in the next week into one batch and sends the list to the approver in the project chat.
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Follows Up On Receivables
It finds customer invoices that are overdue and drafts a short reminder for each, adjusting the wording for long-standing customers.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in BILL for you, with your own login, and reports back in the thread.
- Enter this invoice from Granite Freight and assign it to operations.
- Which vendor bills are due before the end of next week?
- Draft reminders for every customer invoice that is past due.
Use BILL With Octopus Prime
- Open Settings › Connections, choose BILL and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in BILL for you without ever seeing your password.
- Choose which agents can use BILL: just yours, one project’s or the whole company’s. You approve what matters.
Questions About BILL And Your Agents
Can the agent pay my vendors?
It prepares payments and puts them in front of the right approver. It does not release money on its own.
Does it follow my approval rules in BILL?
It works through the same account and approval steps you already use, so the people you set as approvers stay in charge.
Does my agent see my BILL password?
No. Your BILL login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect BILL, at any time in Settings.
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Put An Agent To Work In BILL. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
BILL is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
