AI Accounting Agents
Seamlessly link finance to every department in your organization when you power your front and back office with AI-powered Salesforce-native accounting. KEY AGENT FEATURES: Collections Agent - Smart Invoice Analysis: Query unpaid or overdue billings by customer, amount, or age with natural language commands - Automated Collections: Send overdue notices and billing reminders automatically - Payment Predictions: Identify at-risk payments based on past behavior Bill Pay Agent - Aging Intelligence: Instantly query payable due dates to prioritize payments effectively - Discount Optimization: Identify and suggest payables eligible for early payment discounts - Duplicate Detection: Find and flag potential duplicate payables before they're paid - Payment Proposals: Build and submit comprehensive payment proposals for approval General Ledger Agent - Intelligent Querying: Dig deep into G/L account activity using everyday language. - Flexible Posting Control: Post and unpost records with simple commands, maintaining full audit trails.
Top keywords
- agent4×2.76%
- payment4×2.76%
- collections2×1.38%
- commands2×1.38%
- duplicate2×1.38%
- identify2×1.38%
- language2×1.38%
- overdue2×1.38%
- payables2×1.38%
- payment proposals2×1.38%
- payments2×1.38%
- proposals2×1.38%
360 SMS App for Salesforce Messaging - Send SMS | WhatsApp from Salesforce | CTI
Texting Experts! Compare us with others, you’ll see the difference! Features: Conversational 1-on-1 Texting | Threaded text messages on any object Link Tracking | Drip Campaigns Scheduled SMS & Event Reminders Bulk SMS/MMS, even from Reports Automated/Triggered SMS/WhatsApp through Process Builder Chatbot | Intelligent Text | Keyword-SMS based Responses SMS & Email Alerts Email Reply to Incoming Texts sends SMS response Dark Hours | Sticky SMS Number | SMS Templates | Text to Donate Verify the Phone Multichannel: SMS | MMS | CTI | Ringless Voicemail WhatsApp:2-way global messaging & WhatsApp Live Chat from website Supports: Omnichannel SMS Routing Sales, Service & Community Cloud | Marketing Cloud/Pardot/Marketo Salesforce1 mobile Long Code/Short Code | Bring Your Own Number (Fixed line, VOIP) / Carrier (Twilio, Nexmo, Ring Central, etc.) Compliance: TCPA, GDPR, HIPAA, etc. | Opt-In/Opt-Out Use Cases: Education, Recruitment, Mortgage, Real Estate, Professional Services, Healthcare, NPO, etc. Lead Capture/Qualification, Automated Reminders, Schedule Meetings, Marketing Campaigns, Case Management Demo: https://360smsapp.com/contact-us/
Top keywords
- sms9×5.88%
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- automated2×1.31%
- campaigns2×1.31%
- cloud2×1.31%
- code2×1.31%
- email
