Money
Invoices in a third of the time
A roundup of measured AI results cites the Anthropic customer story for Qonto, which serves small businesses: creating client invoices takes three times less time with a finance agent, and any action affecting money or a customer relationship still requires user confirmation (figures via VAI Soft Lab, citing Anthropic).
How it wentClient invoices take a third of the time, and any action affecting money or a customer still requires user confirmation (Anthropic figures, via VAI Soft Lab).
Try it · based on the source's workflow
Create this invoice in [accounting tool]: client [name], for [service or product], amount [amount], due [date]. Pull the client's billing details from [contacts] and the tax rate from [rules]. Show me the finished invoice for confirmation before it is saved or sent. Then list every invoice currently overdue and draft a polite reminder for each, again for my approval before sending.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.