Guides / Run month-end with an agent
How to run month-end with an agent.
Month-end is invoicing, chasing, reconciling, and reporting. Here is the flow in SOIS, and the single request that hands it to your agent.
The flow
Four steps, the way a person would do it in SOIS.
Invoice the month
Raise this month’s invoices from completed work and send them.
Chase what’s overdue
Find overdue accounts and send polite, escalating reminders.
Reconcile payments
Match incoming payments to invoices and flag any mismatches.
Pull the report
Summarise revenue, outstanding, and cash position for review.
Or just ask
One request, done.
You do not have to run the steps. Tell the agent you already use, and it does the work across your workspace.
via your agent
Close out the month: invoice completed work, chase overdue accounts, reconcile payments, and give me the summary.
Done. A clean close, with every invoice out, the chasers sent, payments matched, and a report ready for review.
Explore the capability: Finance
Try it on your own workspace.
Launch for free, connect your agent, and pay only for what it does.