Clean books. Bills sent on time. No shoebox.
Start with SEO or GEO. We set it up and start working for you right away. Then try the other 19 AI staff free for 90 days.
Then explore the other 19 AI staff in your workspace. Each additional AI staff member requires a one-time professional setup and activation fee starting at $350. Activate the staff you want to try and use them FREE during your account’s 90-day trial, with no staff monthly subscription charge. Then keep only the ones you love.
Create and manage invoices
Read the transcript
The order's delivered. So where's the invoice?
Hi! I'm your AI invoicing staff. When you mark a sale won, or finish a job, I notice, and I start the invoice for you.
I write a draft: the right customer, the work, and the price you set. If a price or an email is missing, I ask you. I never guess.
Before you see it, I check every line: nothing billed twice, nothing left out, and the total adds up.
Then you look it over, change anything, and say yes. I never send an invoice, and I never take a payment. You or your accountant issue it.
Your part is small: check your business details, look at your first sample draft, then say yes to new drafts as work finishes.
IPPBX Super AI. Your AI invoicing staff.
Hey, want a secret? IPPBX Super AI is patent pending!
Leer la transcripción
El pedido ya se entregó. ¿Y la factura?
¡Hola! Soy tu personal de facturación con IA. Cuando marcas una venta como ganada, o terminas un trabajo, me doy cuenta, y empiezo la factura por ti.
Escribo un borrador: el cliente correcto, el trabajo, y el precio que tú pusiste. Si falta un precio o un correo, te pregunto. Nunca adivino.
Antes de que lo veas, reviso cada línea: nada cobrado dos veces, nada olvidado, y el total cuadra.
Luego tú lo revisas, cambias lo que quieras, y dices que sí. Nunca envío una factura, y nunca cobro un pago. La emites tú, o tu contador.
Tu parte es pequeña: revisa los datos de tu negocio, mira tu primer borrador de prueba, y después di que sí a cada borrador nuevo cuando termines un trabajo.
IPPBX Super AI. Tu personal de facturación con IA.
Oye, ¿un secreto? ¡IPPBX Super AI tiene patente en trámite!
More videos
Manage customer billing
Read the transcript
It's billing day. Who gets billed, and for what?
Hi! I'm your AI billing preparation staff. I keep your billing rules: who you bill, how often, in which currency, and on what terms.
Before each billing day, I check every customer on a schedule: their details, their currency, and what they really ordered. If something doesn't match, I ask you. I never guess.
Then I prepare a billing proposal: who to bill, for what, and how much before tax, all by your rules.
You and your accountant review it, and say yes. Then your invoicing staff turns it into drafts. I never issue an invoice, take a payment, or do your taxes.
Your part is small: tell me who you bill on a schedule, review a sample proposal with your accountant, then say yes before each billing day.
IPPBX Super AI. Your AI billing preparation staff.
Hey, want a secret? IPPBX Super AI is patent pending!
Leer la transcripción
Hoy toca facturar. ¿A quién, y por qué?
¡Hola! Soy tu personal de preparación de cobros con IA. Guardo tus reglas de cobro: a quién le facturas, cada cuánto, en qué moneda, y con qué condiciones.
Antes de cada día de cobro, reviso a cada cliente de tu calendario: sus datos, su moneda, y lo que de verdad pidió. Si algo no cuadra, te pregunto. Nunca adivino.
Luego preparo una propuesta de cobro: a quién facturar, por qué, y cuánto antes de impuestos, todo según tus reglas.
Tú y tu contador la revisan, y dicen que sí. Luego tu personal de facturación la convierte en borradores. Nunca emito facturas, ni cobro pagos, ni hago tus impuestos.
Tu parte es pequeña: dime a quién le facturas con regularidad, revisa una propuesta de prueba con tu contador, y luego di que sí antes de cada día de cobro.
IPPBX Super AI. Tu personal de preparación de cobros con IA.
Oye, ¿un secreto? ¡IPPBX Super AI tiene patente en trámite!
Turn paper records into digital files
Read the transcript
A bill in your inbox, a receipt in your pocket, a pile on your desk.
Send it, scan it, or snap it. Forward an email, use your scanner, or take a photo with your phone. I read every one: the attachments, the PDFs, and the email itself.
Say your flour supplier emails a bill. I read the vendor, the bill number, every line, the total, and the due date. Then I check it against your order.
I file it as a bill in your payables, ready for your payment approval. Delivery notes go to inventory, timesheets to payroll, and contracts to your people staff.
Not sure about something? It waits for your look: a blurry receipt, a new vendor, or a bill I've already seen. I never guess, and I never pay a bill myself.
Your part is small: forward your bills, check what waits for your look, and approve payments when you're ready.
IPPBX Super AI. Your documents, handled.
Hey, want a secret? IPPBX Super AI is patent pending!
Leer la transcripción
Una factura en tu correo, un recibo en tu bolsillo, una pila en tu escritorio.
Envíalo, escanéalo, o tómale una foto. Reenvía un correo, usa tu escáner, o toma una foto con tu teléfono. Leo cada uno: los adjuntos, los PDF, y el correo mismo.
Digamos que tu proveedor de harina te manda una factura. Leo el proveedor, el número de factura, cada línea, el total, y la fecha de pago. Luego la comparo con tu pedido.
La archivo como factura por pagar, lista para que apruebes el pago. Las notas de entrega van a inventario, las hojas de horas a nómina, y los contratos a recursos humanos.
¿Algo no me queda claro? Espera tu revisión: un recibo borroso, un proveedor nuevo, o una factura que ya vi. Nunca adivino, y nunca pago una factura por mi cuenta.
Tu parte es pequeña: reenvía tus facturas, mira lo que espera tu revisión, y aprueba los pagos cuando estés listo.
IPPBX Super AI. Tus documentos, resueltos.
Oye, ¿un secreto? ¡IPPBX Super AI tiene patente en trámite!
Sound familiar?
Invoice details wait in your notes while you chase the next job. Payments come in late, and tax time is a scramble.
Invoices are drafted on time and records are sorted and ready for your accountant to review.
You stay in charge. An authorized person reviews accounting, tax, posting and payments.
What it does for you
Five jobs, done the same way every time, by your rules.
Drafts invoices
Prepares invoices from finished jobs and orders.
Chases late payments
Lines up friendly reminders for unpaid bills.
Sorts expenses
Matches receipts and expenses to the right category.
Keeps records tidy
Keeps your books organized all year, not just at tax time.
Shows the numbers
Explains money in and money out in plain words.
Simple. Three steps.
Connect your accounts
We check which accounting connections are ready during setup.
Set the rules
Decide what it can prepare and who reviews it.
Review and approve
An authorized person checks and approves, and the books stay clean.
Teach your Accounting Automation staff a new skill
Add an upgrade any time for a small monthly fee. Upgrades are paid add-ons and aren’t part of the free 90 days.
AI Payments
Text-to-pay links, payment links during calls and friendly reminders for unpaid bills, so money comes in faster.
Monthly add-on fee
Works even better with its teammates
Your AI staff pass work to each other, so nothing drops between jobs.
Set it up your way
- Easy step-by-step setup guide
- Free for 90 days when you start with SEO or GEO
- Keep it after 90 days on a monthly plan, or drop it
- Our experts do the setup with you
- We connect the tools that are ready
- Working sooner, with less effort
Questions people ask
Does it replace my accountant?
No. It does the busy work so your accountant spends time on advice, not sorting receipts. Tax and accounting decisions stay with qualified people.
Can it send invoices to customers?
It drafts them. Sending follows your approval and rules.
Will it move money?
No. Payments and transfers always need a person.
Is my financial data safe?
Access is limited to the accounts you connect and the people you choose.
How much does it cost?
It’s free for 90 days when you start with SEO or GEO. After that, keep it on a monthly plan only if you want to.
Professional setup
SEO/GEO setup is included. After 90 days, pay for the staff you choose to keep.
Your competitors are turning on AI. Will you be first, or left behind?
Start with SEO or GEO today. Your other 19 AI staff work free for 90 days. Keep only the ones you love.
One shared 90-day trial applies to your account. Activating additional AI staff does not restart or extend the trial.