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.

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.