Quick Start Guide - Get Started with Billabex

Quick Start Guide

Welcome to Billabex! In 5 minutes, automate your follow-ups and let your AI agent handle your invoice collection.

Getting Started Checklist

1. Create your account
Enter your basic information: first name, last name, email. Your secure workspace is created instantly.

2. Set up your organization
Add your company name. It will appear in all communications sent by your AI agent to your customers.
Idea
Example: "SAS Comptabilité Plus" or "SARL Martin & Associés"
3. Create your AI agent
Your AI agent will be the billing contact for your customers. Configure:
  1. Name: choose a professional first name (e.g., Sophie, Thomas, Marie)
  2. Gender: male, female, or gender-neutral (adjusts the tone of messages)
  3. Email: the address your customers will see (e.g., sophie.dupont@revoptim.com)
⚠️ Important: this email becomes the official contact point for collection.

4. Import your invoices
Two options to get started:
Option A - Automatic connection (recommended)
Connect Pennylane, Zoho Books, or your invoicing tool. Automatic synchronization in just a few clicks.

Option B - Manual import
Drag and drop your PDF invoices. Billabex automatically extracts the information.

Congratulations!
Your AI agent is ready. It will now:
  1. Analyze your unpaid invoices
  2. Send the first follow-ups automatically
  3. Alert you if human intervention is needed
What's next?
Invite your team
Add your colleagues to collaborate on payment tracking.

Introduce your agent to your customers
Let your customers know they will now be contacted by your billing assistant.