c10r's Finance Agent owns the money side of your operation -- from the moment a service is delivered to the moment cash hits your account. Invoices go out, payments get tracked, and anomalies surface before they become problems.
End-to-end financial operations running without manual intervention
Triggers invoices the second a job closes or a milestone completes. Pulls line items, tax rules, and client terms from your records automatically.
Matches incoming payments to open invoices across cards, ACH, wire, and manual entry. Flags mismatches for review.
Sends polite nudges on day 3, firmer notices on day 14, and flags overdue accounts for human follow-up on day 30. Cadence is fully configurable.
Revenue, burn rate, margins by service line -- all computed in real time. No waiting for month-end closes.
Models future inflows and outflows based on pipeline, recurring contracts, and seasonal patterns. Plan with numbers, not gut feel.
Flags unexpected charges, duplicate payments, and budget overruns before they compound. Configurable thresholds per category.
Four steps to fully automated financial operations
Connect your bank feeds, payment gateways, and billing tools via secure OAuth or API key.
Set invoice templates, payment terms, tax rates, and approval chains for different deal sizes.
The Finance Agent processes transactions continuously -- invoicing, matching, reminding, reporting.
Handle only the edge cases the agent surfaces. Everything else is already settled.
Financial automation shaped around how your industry bills
"Our average days-to-payment dropped from 22 to 4. The agent sends invoices the same afternoon the job closes and follows up without me thinking about it."
Activate the Finance Agent. First invoice goes out in under five minutes.