In just a few minutes, you can automate your payment reminders, improve your collection rate, and simplify customer receivables management. With a dedicated AI agent, there’s no need to manually follow up on every case: it analyzes, follows up, and alerts you only when human intervention is required.

Getting started

1. Create your account
Enter your first name, last name, and email to access your secure workspace.

2. Set up your organization
Add your company name – it will be used in all communications sent by the AI agent.

3. Recruit your AI agent
Choose a name, gender, and email address – this will become your new billing contact for your customers.

4. Import your first invoices or connect your billing tool
Billabex supports PDF imports and integrations with Pennylane, Zoho Books, and more.

Tip: Invite your teammates early on to improve invoice tracking. Unlimited access, no additional fees.

Navigating the platform

The navigation bar gives you access to the main features of Billabex:

Tasks

Communications

Accounts

Invoices

Credit notes

Settings

Tasks

Track required actions, validate information, and collaborate efficiently with your AI agent. Each task represents a human action needed in the collection process.

Tasks are fully managed by the AI agent – from creation to closure.

Communications

View the history of messages sent, received, and scheduled. Check the content, date, recipients, and delivery status of each communication.

Accounts

The Accounts module centralizes all information related to your clients. It allows you to:

1. View all your accounts (active and inactive)
2. Access detailed profiles (contacts, invoices, tasks, communications, etc.)
3. Add or edit contacts
4. Add or edit internal account owners
5. Pause or resume reminders for any account
6. Track all credit notes and invoices linked to each account

It’s your main entry point for understanding a customer’s situation, adjusting the collection strategy if needed, or collaborating efficiently through assigned tasks.

Invoices

View, filter, and analyze all invoices managed in Billabex. See their status (issued, overdue, paid) and outstanding balance.

Credit notes

Add or retrieve credit notes issued to your clients. Credited amounts are automatically reflected in the balance and follow-up reminders.

Settings

Customize your organization, invite team members, or update your domain name.