Rated 4.5 out of 5

The AI That Sees Payment Risk Before It Costs You.

Ask any question about billing, revenue, or payment risk and get an answer from live Salesforce data, instantly. No stale reports, no exports, no waiting on finance to reconcile. Agentic Billing Intelligence, running natively on Agentforce where your revenue data lives.

Rated 4.5 out of 5

The AI That Sees Payment Risk Before It Costs You.

Ask any question about billing, revenue, or payment risk and get an answer from live Salesforce data, instantly. Agentic Billing Intelligence, native to Agentforce.

Rated 4.5 out of 5

The AI That Sees Payment Risk Before It Costs You.

Ask any question about billing, revenue, or payment risk and get an answer from live Salesforce data, instantly. Agentic Billing Intelligence, native to Agentforce.

Billing Intelligence

Let's chat!

Ask me about payment health, risk exposure, and next best actions.

Analyze subscription payment history.

Billing Intelligence

Let's chat!

Ask me about payment health, risk exposure, and next best actions.

Analyze subscription payment history.

Billing Intelligence

Let's chat!

Ask me about payment health, risk exposure, and next best actions.

Analyze subscription payment history.

Unbilled Revenue Is Revenue at Risk.

Services organizations carry significant unbilled revenue. Work delivered, never invoiced. With billing outside Salesforce, finance discovers payment risk too late.

Unbilled Revenue Is Revenue at Risk.

Services organizations carry significant unbilled revenue. Work delivered, never invoiced. With billing outside Salesforce, finance discovers payment risk too late.

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Billing

Home

Billing Plans

Invoices

Statements

Billing Plans

All ▾

24 items · Sorted by Subscription Name ·

Subscription Name

Status

1Acme–S00027Unbilled

2Acme–S00029Unbilled

3Acme–S00030Unbilled

4Globex Industries–S00025Invoiced

5Northgate Solutions–S00031Invoiced

6Vertex Health–S00033Invoiced

7Brightpath Logistics–S00034Draft

8Kestrel Media–S00036Invoiced

9Orion Manufacturing–S00038Invoiced

10Halcyon Devices–S00041Invoiced

11Meridian Freight–S00043Draft

12Ardent Biotech–S00044Invoiced

13Copperline Energy–S00047Invoiced

14Tessera Group–S00049Invoiced

15Lumen Analytics–S00052Draft

16Fairhaven Care–S00055Invoiced

17Sable Robotics–S00058Invoiced

18Northwind Utilities–S00061Invoiced

19Calder Instruments–S00063Unbilled

20Praxis Consulting–S00066Invoiced

21Bluefield Marine–S00068Invoiced

22Solstice Retail–S00071Draft

23Ironvale Steel–S00074Invoiced

24Verity Labs–S00077Invoiced

View All

Billing Copilot

Let’s chat!

Ask me anything about billing status, unbilled revenue or payment risk — I read your live Salesforce records.

Show unbilled revenue on Acme.

Analyze subscription payment history.

reading Projects · Subscriptions · Timecards

$182,400unbilled · Acme · August

Projects$122,400 · 3 in-flight phases

Subscriptions$40,000 · renews 09/01

Timecards$20,000 · approved, not invoiced

Grounded in 3 objects · 12 live Salesforce records

Ask Cloud Coach anything…

Billing Copilot.
Ask Anything.

Ask anything about billing status, unbilled revenue, or payment risk. Get an answer grounded in live Salesforce data, instantly.

See How It Works

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Billing

Home

Accounts

Invoices

Statements

Account

Med Tech Supplies

Phone

+1 212 555 0142

Billing Address

100 Lexington Avenue
New York, NY 10022 · US

Website

medtechsupplies.com

Details

Payment behaviour re-scored 2 minutes ago · 8 signals evaluated.

Invoices (2)

2 items · Updated a minute ago

Invoice No.

Date

Status

Grand Total

2025000054/16/2026Past due$84,200

20260415Glo4/15/2026Open$46,900

202500005

Account

Med Tech Supplies

Date

4/16/2026

Service Period Start

4/1/2026

Service Period End

4/30/2026

Status

Past due

Grand Total

$84,200

DAYS TO PAY

8 months

▲ +26d

vs Net 30

Risk Level: Moderate

On-Time Rate: N/A

Late Payment Rate: N/A

Avg Days to Pay: N/A

Health Check: —

Late-Payment Risk: scanning

RECOMMENDED ACTION

Shorten terms to Net 15 and require a deposit on renewal

Raised 21 days before the next invoice is due — before collections gets involved.

Payment Signal
Intelligence.

Communication and payment pattern analysis surfaces late-payment risk before it becomes a collections problem.

Learn More

See How It Works

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Billing

Home

Accounts

Invoices

Statements

Account

Acme

Generate New Invoice

Edit Current Invoice

Billable Objects (6)

New

Source Object

Amount

PRJ-000124

ProjectPhase 2 Delivery$48,000

00000001

Work OrderField install$12,500

S00030

SubscriptionMetered usage$20,000

MS-000012

MilestoneGo-live sign-off$15,000

TC-004410

Timecard142 hrs approved$28,400

DR-000087

Device RentalCustom object$9,000

Invoices (0)

Invoice No.

Status

Grand Total

202600004Ready to send$0

202600004

Account

Acme

Status

Draft

SOURCE OBJECTAMOUNT

Project · Phase 2 Delivery$48,000

Work Order · Field install$12,500

Subscription · Metered usage$20,000

Milestone · Go-live sign-off$15,000

Timecard · 142 hrs approved$28,400

Device Rental · Custom object$9,000

Subtotal$0

Tax (8.25%)$0

GRAND TOTAL$0

Bill from
Any Object

The AI runs across every revenue model, not just services hours, so the answer is never blind to how you actually bill.

See How It Works

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Billing

Home

Statements

Invoices

Accounts

Statement

D-20260415001

Account

Med Tech Supplies

Date

4/15/2026

Status

Validating

Statement Run

SR-000241

Compliance Checks (5)

0/5 passed

Requirement

Result

VAT / Tax ID validatedVIES live lookupQUEUED

Peppol BIS Billing 3.0 schemaSchematron passedQUEUED

Qualified digital signatureeIDAS compliantQUEUED

Reverse-charge rule appliedArt. 196 VAT DirectiveQUEUED

10-year archive retentionImmutable, audit log onQUEUED

Regional Mandates (16)

EUPeppol BIS 3.0—

DEXRechnung—

FRFactur-X / Chorus—

ITSdI FatturaPA—

ESSII / TicketBAI—

NLPeppol / SBR—

UKMTD digital VAT—

PLKSeF—

USState sales tax—

AUPeppol A-NZ—

BEPeppol / Mercurius—

DKNemHandel—

NOEHF / Peppol—

SEPeppol BIS—

IERevenue RTD—

SGInvoiceNow—

View All

EU e-Invoicing: READY

Billing Compliance: GOOD

Tax Compliance: GLOBAL

HIPAA Compliance: GOOD

Audit Ready

Global Compliance,
Automatically Built In

EU e-invoicing and multi-region compliance requirements handled natively, audit-ready by default.

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See How It Works

Insights on Demand. No Reports Required.

Line Items

Over Time

Recognized

Same Platform. Same Live Data.

Ask Project Copilot About Margin. Ask Billing Copilot About Payment Risk.

Portfolio Visibility is One
Thing. Intelligence is Another.

Same platform, same login, same live Salesforce data. Delivery Intelligence and Billing Intelligence run on the same Agentforce foundation, so the questions your team asks about delivery and revenue get answered the exact same way.

Get Answers Quick. Project Copilot.

Get Answers Quick.
Project Copilot.

Chat-based AI that understands your live project data. Ask about status, risks, milestones, or resource conflicts. Get answers grounded in what's actually in Salesforce, not a cached report.

Explore Delivery Intelligence

Learn More

Project – Advisor

—⤢✕

Ask me a question…

See It Coming Sooner.
Customer Signal Intelligence.

Every Customer Signal.
Zero Blind Spots.

Analyze communication patterns across emails and meetings to surface early warning signs before they become delivery problems or churn risk.

Customer Signal Intelligence

Learn More

Stop Guessing on Payment Risk.
Ask Billing Copilot.

Stop Guessing on Payment Risk. Ask Billing Copilot.

Ask anything about billing status, unbilled revenue, or payment risk. Get a grounded answer from live Salesforce data instantly, no manual pull, no waiting on finance to run the numbers.

Explore Billing Intelligence

Learn More

Billing Intelligence

Let's chat!

Ask me about payment health, risk exposure, and next best actions.

Analyze subscription payment history.

Everything Your Billing Data Knows.
Surfaced When it Matters.

Payment Stability

Know exactly who pays on time and who doesn’t

Trend Detection

Catch deteriorating accounts before they default

Current Exposure

See your total risk across every open and overdue invoice

Pattern Insights

Spot seasonal and behavioral red flags automatically

Risk Scoring

A contextual score that explains its own reasoning

Recommendations

Only when something genuinely needs your attention

Billing Intelligence. Evolved.

See Billing Intelligence in Action

Schedule a 30 minute walkthrough on your own billing scenarios, inside Salesforce.

Billing Intelligence. Evolved.

See Billing Intelligence in Action

Schedule a 30 minute walkthrough on your own billing scenarios, inside Salesforce.

Billing Intelligence. Evolved.

See Billing Intelligence in Action

Schedule a 30 minute walkthrough on your own billing scenarios, inside Salesforce.

No Lost Hours

Just Results.

No Workarounds.

First Name

Last Name

Your E-Mail

Company Name

Phone

No Lost Hours

Just Results.

No Workarounds.

First Name

Last Name

Your E-Mail

Company Name

No Lost Hours

Just Results.

No Workarounds.

First Name

Last Name

Your E-Mail

Company Name

Phone

The AI That Sees Payment Risk Before It Costs You.

The AI That Sees Payment Risk Before It Costs You.

The AI That Sees Payment Risk Before It Costs You.

Billing Copilot. Ask Anything.

Billing Copilot. Ask Anything.

Payment Signal Intelligence.

Payment Signal Intelligence.

Bill from Any Object

Bill from Any Object

Global Compliance, Automatically Built In

Global Compliance, Automatically Built In

Same Platform. Same Live Data.

Same Platform. Same Live Data.

Same Platform. Same Live Data.

Ask Project Copilot About Margin. Ask Billing Copilot About Payment Risk.

Portfolio Visibility is OneThing. Intelligence is Another.

Get Answers Quick. Project Copilot.

Get Answers Quick. Project Copilot.

See It Coming Sooner. Customer Signal Intelligence.

Every Customer Signal. Zero Blind Spots.

Stop Guessing on Payment Risk. Ask Billing Copilot.

Stop Guessing on Payment Risk. Ask Billing Copilot.

Everything Your Billing Data Knows.Surfaced When it Matters.

Billing Intelligence. Evolved.

See Billing Intelligence in Action

Billing Intelligence. Evolved.

See Billing Intelligence in Action

Billing Intelligence. Evolved.

See Billing Intelligence in Action

Billing Copilot.
Ask Anything.

Billing Copilot.
Ask Anything.

Payment Signal
Intelligence.

Payment Signal
Intelligence.

Bill from
Any Object

Bill from
Any Object

Global Compliance,
Automatically Built In

Global Compliance,
Automatically Built In

Portfolio Visibility is One
Thing. Intelligence is Another.

Get Answers Quick.
Project Copilot.

See It Coming Sooner.
Customer Signal Intelligence.

Every Customer Signal.
Zero Blind Spots.

Stop Guessing on Payment Risk.
Ask Billing Copilot.

Everything Your Billing Data Knows.
Surfaced When it Matters.