Manage invoices and contacts by chatting with an AI agent

Chat naturally to create, update, or search invoices and contacts, no more clicking through invoicing software.

How the work actually flows

It branches. Exactly one path is taken; a person has to approve before it continues.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig(("user sends chat request")):::human s0["get client details"]:::task s1["update fakturoid record"]:::svc trig --> s0 hg(("user confirms action")):::human s0 --> hg hg -->|"approved"| s1 hg -. "sent back" .-> s0 gx{"× is client already known"}:::gate s0 --> gx p00["recall from conversation"]:::task gx -->|"from memory"| p00 p10["look up business registry"]:::task gx -->|"unknown client"| p10 jn{"○ details ready"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"invoice or contact updated"/]:::out pay{{"manage invoicing entirely by chatting"}}:::pay s1 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceA personOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsImage & Media ProcessingFinance & Accounting
Connects
FakturoidOpenAI

The problem it solves

Creating and tracking invoices means switching between tabs, filling out forms, and looking up client details you've already entered before. You just want to describe what you did and have the invoice appear.

Who it fits

A freelancer or small business in the Czech Republic managing invoices without an accountant.

How it works

  1. Starts when you type a request in chat, like billing a client for hours worked
  2. The AI agent remembers client details from earlier in the conversation
  3. Looks up company details automatically from the Czech business registry when needed
  4. Confirms with you before creating, deleting, or marking an invoice as paid
  5. Creates, updates, or marks the invoice as paid in Fakturoid
What you get

Invoices created without opening the software

Create, update, or search invoices and contacts by chatting naturally, without clicking through menus in separate invoicing software.

What you get

Invoices and contact records created or updated in Fakturoid, without filling out any forms.

What you need

A Fakturoid account and an OpenAI or other supported AI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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