AI agent
The AI invoicing assistant that does the work
Billy includes an AI agent that handles the routine work around your invoices. It drafts invoices from plain text, emails them to clients, sets up recurring invoices, and automatically sends payment reminders (Mahnungen) for overdue invoices — right inside the app you already work in.
That is the difference from classic invoicing software: Billy does not wait for you to trigger every task, it works in the background on your rules.
What the AI agent does
You tell Billy in plain language what to do — or you set a rule once and the agent does it again and again. Concretely:
- Draft invoices from plain text — even without saved products
- Automatically create and send recurring invoices on schedule
- Monitor overdue invoices and send payment reminders and Mahnungen
- Email invoices and quotes to clients on request
- Set up recurring invoices Billy generates automatically
- Configure automatic payment reminders (Mahnungen) for overdue invoices
- Tell you who still owes you money
- Find, create, and update clients
- Mark invoices as paid and update statuses
- Report revenue stats, top clients, and breakdowns on request
How the agent works
You chat with the assistant in natural language (German or English), or you schedule tasks as one-off or recurring runs. In the background, Billy generates recurring invoices and sends payment reminders automatically on the schedule you set.
You stay in control: actions that change or delete data require confirmation, and the agent never fabricates data — it works only with what is actually in your account.
Why this matters for small businesses
Chasing open invoices and creating recurring invoices costs freelancers and small businesses time every week. Billy’s AI agent takes on exactly those tasks — so you get paid faster and can focus on your business instead of admin.