Bills Agent

The Bills Agent is an AI-powered assistant that automatically processes and pays your pros based on the rules you configure. It handles payment workflows, approvals, and ensures your team gets paid on time.

What the Bills Agent Does

The Bills Agent automates your payment workflows to ensure pros are paid accurately and on schedule. It can:

Auto-approve bills - Automatically approve bills that meet your criteria (e.g., completed jobs with photos)
Process payments - Automatically pay approved bills based on your payment schedule
Handle exceptions - Flag bills that need manual review based on your rules
Apply payment rules - Execute payment methods, timing, and grouping based on your preferences
Track payment status - Monitor payment processing and notify you of any issues
Manage billing workflows - Route bills through approval chains as needed

Full Control: You define all the rules for when bills should be auto-approved and paid. The Bills Agent only processes payments that match your criteria.

How It Works

The Bills Agent operates based on triggers and rules you configure:

Bill Creation - When a job is completed, a bill is created
Rule Evaluation - The agent checks if the bill meets your auto-approval criteria
Approval Processing - Bills that match your rules are auto-approved; others are flagged for review
Payment Scheduling - Approved bills are queued for payment based on your payment schedule
Payment Execution - The agent processes payments using your configured payment methods
Confirmation - You receive notifications about processed payments and any exceptions

Configuring the Bills Agent

Customize how the Bills Agent handles your payments:

Auto-approval rules - Define criteria for automatic bill approval (job completion, photo verification, price range)
Payment schedules - Set when payments should be processed (immediately, daily, weekly, bi-weekly)
Payment methods - Configure default payment methods for different pros or job types
Exception handling - Define what should trigger manual review (high amounts, first-time pros, missing documentation)
Approval workflows - Set up multi-level approvals for certain bill types or amounts
Notification preferences - Choose when to be notified about payments and exceptions

Viewing Agent Activity

The Bills section shows all bill processing activity, including which bills were auto-approved, which were paid automatically, and which are awaiting review. You can see the agent's decision log to understand why specific actions were taken.

Manual Override

You maintain full control over all payments. You can manually approve or reject any bill, pause automatic payments, or adjust payment amounts. The Bills Agent respects your overrides and updates its processing accordingly.

Key Benefits

Timely payments - Pros get paid faster with automated processing
Reduced manual work - Eliminate hours spent reviewing and approving routine bills
Consistent processing - Rules are applied uniformly to all bills
Better pro relationships - Reliable, on-time payments improve pro retention
Audit trail - Complete visibility into all payment decisions and actions
Reduced errors - Automated processing minimizes payment mistakes