AI Agent for Invoicing

Introduction

Managing invoicing and payments can be time-consuming, especially when juggling multiple platforms and repetitive tasks. Assista offers a powerful AI agent that connects with Stripe, enabling you to handle complex invoicing workflows through simple natural language commands. Even without coding skills, you can efficiently create invoices, track payments, and generate financial reports all within one interface.

What Can You Achieve with This AI Agent?

• ✔️ Quickly create and send invoices through Stripe without manual entry.
• ✔️ Retrieve payment status and customer billing information instantly.
• ✔️ Generate summary reports of transactions and outstanding invoices.
• ✔️ Automate repetitive cross-platform invoicing tasks triggered by your commands.
• ✔️ Eliminate the need for multiple logins by accessing Stripe data inside Assista’s chat interface.
• ✔️ Customize workflows to fit your business invoicing processes without technical expertise.

Workflow Examples Using Stripe with Assista

Create and Send Invoice

Use case

You need to create and send an invoice to a new client quickly without switching between apps.

Workflow

• Stripe: Generate the invoice with client details and amounts.
• Gmail: Send the invoice email directly to the client.
• AI Agent: Compile invoice data and draft the email message.

Result

The client receives a professional invoice email within minutes, ready for payment.

Prompt Draft

Create an invoice in Stripe for client Jane Doe with $500 due next month. Then, draft and send a polite email invoice to jane.doe@example.com via Gmail.

Benefits

✔️ Save time by generating and sending invoices from one chat interface. ✔️ Avoid toggling between Stripe and email platforms. ✔️ Ensure accuracy by letting the AI handle data assembly.

Check Payment Status and Notify Client

Use case

You want to check if a client's invoice has been paid and notify them if it's still outstanding.

Workflow

• Stripe: Fetch payment status for a specific invoice.
• Gmail: Draft a reminder email if payment is pending.
• AI Agent: Assess payment data and compose message accordingly.

Result

You promptly inform clients about their payment status, improving cash flow management.

Prompt Draft

Check payment status for invoice #12345 in Stripe. If unpaid, draft and send a friendly payment reminder email to client michael@example.com using Gmail.

Benefits

✔️ Quickly access payment information without logging into Stripe. ✔️ Avoid missing payment reminders. ✔️ Maintain professional communication with clients.

Generate Monthly Sales Report

Use case

You want to analyze sales performance by summarizing payments collected during the last month.

Workflow

• Stripe: Retrieve all transactions from the previous month.
• Google Sheets: Organize data into a spreadsheet for analysis.
• AI Agent: Generate a clear summary report based on the data.

Result

A detailed report highlighting revenue totals, customer counts, and outstanding invoices helps guide your business decisions.

Prompt Draft

Retrieve all Stripe transactions from last month. Add the data to a new Google Sheets document and generate a sales summary including totals and outstanding payments.

Benefits

✔️ Gain instant insights into monthly revenue. ✔️ Save hours manually compiling data. ✔️ Use reports to adjust sales or billing strategies.

With Assista's AI agent connected to Stripe, you gain powerful control over your invoicing and payment tasks through natural language input. This capability frees you from repetitive manual work and lets you focus on growing your business. By leveraging these workflows, you improve accuracy and boost productivity without learning complicated technical setups.