THE FLAGSHIP AGENT
The Invoice Agent drafts the vendor dispute or the customer follow-up, handles the back-and-forth, and turns the outcome into a task. A person reviews before anything is sent and approves before anything is committed. You get the speed of automation without handing over judgment.
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One Agent, Both Directions
It works the payables side and the receivables side
The same loop resolves money you owe and money you are owed. Only the counterpart changes.
Queries a price billed above the purchase order
Chases a missing or incorrect credit
Raises a billed-but-not-delivered gap
Requests a corrected invoice and tracks its return
Follows up on overdue invoices on a schedule
Proposes a payment plan for a slow-paying customer
Answers routine payment queries in the thread
Escalates to your team only when it needs a human
How it Fits Together
Connected across the platform, contained within it
The Invoice Agent can access every module and every piece of incoming data inside Aviara Connect. What it does not have is a direct line to the outside world. All external contact goes through the Email Agent.
Drafts &
Instructions
Incoming invoice and PO data flows in from your ERP and invoicing systems. The Invoice Agent works across every module inside the platform, but never contacts the outside world directly. Every email in and out passes through the Email Agent, the single connected inbox, so there is one controlled door to the outside.
Configurable to Your Organization
Trained on your rules, not generic defaults
The agent runs on your policies. You define how it behaves, and it applies those rules on every invoice and every conversation, the same way each time.
As your process changes, the rules change with it. There is no retraining project. You adjust the policy and the agent follows it.
RULES YOU SET
References exact lines and amounts
Grounded in reconciled data
Your tone and terms
To: accounts@meridian-supplies.com | Re: Invoice 4471
Hi Meridian team,
On invoice 4471, line 3 bills 120 units at 48.00 against PO-2211, which was agreed at 42.00. That is a difference of 720.00.
Could you confirm the correct price and issue a revised invoice or credit note for the difference?
Draft, awaiting your review
Where the Outcome Lands
From conversation to tracked task
When a thread reaches a conclusion, the agent turns it into a task, so nothing lives only in an email. A person approves the task before it is created or updated.
Enterprise Governance
Built to satisfy security and audit
The agent is designed to pass the questions a security and finance team will ask, not only to move quickly.
Full, Exportable Audit Trail
Data stays in the platform
The agent works inside Aviara Connect and reaches the outside only through the Email Agent, so your data has a single, controlled egress point.
Aligned with Aviara's Information Security and AI Governance policies.
Common Questions
The Invoice Agent, answered
Does the agent send emails on its own?
Not without your rules allowing it. By default the agent drafts and a person reviews and sends. You can permit the agent to send routine follow-ups on its own once a thread is underway, but the boundaries are yours to set, and sensitive or first-contact messages stay with a person unless you decide otherwise.
