Automation
Unpaid invoice reminders
Your overdue invoices chased with the right tone: courteous, then firm, never aggressive.
€9 per monthMonday to Friday at 9 am
Accounting and financeAutomation
Loan application documents
For every financing file (mortgage, business loan), the agent tracks the list of required documents, follows up with the borrower for missing ones, checks the documents received and lets you know as soon as a file is ready to present to the bank.
Use this template
€9 per month, estimatedPrice confirmed before launch
What the agent does
Weekdays at 9 am
- 1Compare. Documents received vs. required.
- 2Follow up. Missing documents.
- 3Verify. Dates, legibility, consistent amounts.
- 4Notify. File complete, ready to present.
Sample deliverable
9 files in progress, 2 complete
- Martin file (main home purchase, €285,000): complete, ready for the bank.
- Diallo file: last 3 payslips missing, reminder no. 2.
- Excel: File progress
Connectors
Gmail: request and receive documents
Google Drive: file documents by application
Already set up for you
- Reminders
- Every 3 business days
What you'll be asked
- Your document list per loan type?
Who it's for
About 22 runs a month, standard business logic and 6 actions per run (generated files, emails sent): Essential tier.
Learn more
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Monthly file for your accountant
On the 5th of the month, every document gathered and sent to your accountant.
€3 per monthOn the 5th of each month at 9 am