Billing Specialist: the all-in-one AI plugin

Skills for billing specialists 14

• invoice chaserTracks unpaid invoices and drafts follow-ups. Example: an ageing report plus a chase email for invoice 4471, 30 days overdue.
• invoices billingKeeps the invoice register with balances and ageing. Example: list every invoice over 60 days with client and amount due.
• payments receivedLogs incoming payments by reference, method, and currency. Example: record a $4,200 bank transfer against invoice 2290 today.
• clients accountsTracks client contacts, terms, and outstanding balances. Example: show every client with a balance over $10,000.
• payment accountingRecords payment vouchers with TDS and net paid. Example: a voucher for a $5,000 vendor bill with 10% TDS deducted.
• medical billing reporting assistantTurns medical billing data into reports and KPIs. Example: a monthly aging and denial summary for the clinic.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 23

• Invoice Drafting Basics3 prompts, like Draft an Invoice Cover Email
• Payment Reminders and Follow-Up3 prompts, like Payment Reminders
• Billing Disputes and Resolutions3 prompts, like Draft Dispute Acknowledgment Reply
• Payment Processing Help2 prompts, like Troubleshoot a Failed Client Payment
• Reconciling Billing Accounts2 prompts, like Match Payments to Invoices
• Billing Reports and Summaries3 prompts, like Summarize Monthly Billing Data
• Verifying Client and Account Data3 prompts, like Completeness Check for Data Fields

Apps you can build with AI 3

• Polite Payment Recovery AgentWrites polite, human reminders on a schedule and pauses for your approval before anything reaches a client. Demo included.
• Receivables dispute-to-cash resolverTurns a documented dispute into clear next actions so the invoice can finally be paid. Demo included.
• Accounts receivable assistantRuns your collections follow-up while keeping the client relationship intact and disputes separate. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Collections Dispute Evidence Agent". Each one also has a guided set-up with sample data on its page.

• Collections Dispute Evidence AgentEvery dispute resolved with the right evidence, quickly.
• Property Utility Account Reconciliation AgentEvery utility statement matched to the right meter, property and period.
• Photographer Invoice and Deposit Chaser AgentInvoices paid on time and delivery released only after payment
• Reporter Invoice and Order Reconciliation AgentEvery completed job is billed correctly and every payment matches what was owed.
• Study Billing and Sponsor Invoice AgentEvery billable item is invoiced once, and every invoice is followed to payment.
• Event Balance Invoice and Deposit Chase AgentSend accurate final invoices within three days and collect balances on time.
• Delivery Invoice Verification AgentPay only for what was ordered, received and agreed, and recover every credit owed.
• Disbursement Billing Reconciliation AgentBill every paid disbursement to the right client at the right amount.
• Monthly Practice Revenue Review AgentMonthly view of revenue leaks and fixes
• Overdue Invoice Collections AgentOverdue invoices collected with the least friction
• Coaching Package and Billing Tracker AgentAccurate session counts, timely renewals and paid invoices
• Premium Payment Arrangement AgentPrevent unexpected lapses through timely, clear payment help

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Xero MCP serverLets your AI look up and create Xero invoices, contacts, payments and reports for you.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• Odoo MCP serverLet your AI look up, add, and update records in your Odoo business system just by asking.
• Mistral MCP serverTurn invoices and documents into clean data, and use Mistral AI for chat, OCR, audio and images.
• Debitura MCP serverLet your AI check, price, and submit international debt collection cases with Debitura. Official. No install needed.
• Dodo Payments MCP serverLets your AI look up and manage Dodo Payments customers, payments, subscriptions, refunds and docs. Official. No install needed.
• Xendit MCP serverLets your AI check Xendit balances, invoices, transactions, and stage payouts for you.
• Czech National Bank FX rates MCP serverYour AI can look up official Czech National Bank exchange rates and convert amounts to or from Czech koruna. No install needed.
• Box MCP serverLets your AI search and read files stored in your Box account.
• Easy Pay Direct MCP serverAsk your AI to look up transactions, subscriptions and vault records in your payment gateway.
• MCP Emails serverLet your AI read, search, send and organize email in your own mailbox. No install needed.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.

Your Grok Bot team 12

• Invoice ChaserTracks unpaid invoices and writes the follow-up that gets you paid without burning the client.
• Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
• Invoice OrganizerReads messy invoice files, renames them consistently, and sorts them into tax-ready folders.
• Stripe AutomationAutomate Stripe payment operations via Rube MCP: customers, charges, subscriptions, invoices, products, refunds. Always search tools first for current
• Square AutomationAutomate Square payments, orders, invoices, and locations via Rube MCP.
• Odoo Accounting SetupConfigure Odoo Accounting: chart of accounts, taxes, fiscal positions, payment terms, and reconciliation.
• Odoo Project TimesheetConfigure Odoo projects, track billable time, and invoice from approved timesheets.
• Payment IntegrationDesign and secure payment systems with PCI compliance and fraud prevention.
• Pci ComplianceGuide PCI DSS compliance for secure payment processing and cardholder data handling.
• Client Health DashboardGenerates a prioritized client health report with RAG status and recommended actions.
• Quarterly Business Review BuilderBuilds a client QBR from a folder of artifacts, proving value and surfacing risks.
• Verify DocumentCheck PDFs and images for tampering signals before relying on them.