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Agents

What each agent does. And how far it goes on its own.

At PayRapid, an AI agent is a routine with a written rule: when it acts, what it does, who it tells and how far it goes on its own. Anything above the limit waits for a person on your team.

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The five agents

Collections

When
An invoice is overdue.
Does
Sends the reminder with the Pix code to pay, in the wording you approved.
Tells you
You see who paid and who did not at the end of the day.

How far it goes on its ownThree reminders per invoice. After that, the decision is yours.

Example
Collections agent

Reminder sent.

Invoice 318 · Customer Prado · second reminder

Reconciliation

When
A payment comes in.
Does
Matches the amount to the invoice or the order.
Tells you
It only calls you when something does not add up.

How far it goes on its ownIt never changes an amount. A difference becomes a pending item, with the reason written down.

Example
Reconciliation agent

Reconciled.

Pix of R$ 1,250.00 matched to invoice 2231

Payables

When
An approved bill reaches its due date.
Does
Pays on the date.
Tells you
Sends the receipt to you and to the supplier.

How far it goes on its ownR$ 2,000 per payment. Above that, it waits for your approval.

Example
Payables agent

Paid.

R$ 480.00

Supplier Duarte

Treasury

When
The balance forecast for the coming days falls below the minimum you set.
Does
Shows how much is missing and what it would cost to advance what you have already sold.
Tells you
Sends you the proposal, with the total cost, and waits.

How far it goes on its ownIt only proposes an advance if you switched that option on. It never takes out credit on its own: the decision is yours, and the credit is granted by the authorised institution.

Example
Treasury agent

Proposal sent.

Advance R$ 10,000.00 · total cost shown in full · waiting for your decision

Supplier check

When
A new supplier is about to receive its first payment.
Does
Checks the registration: name, tax ID and whether the destination account is in the supplier's name.
Tells you
Says what it checked. If something does not match, it says what.

How far it goes on its ownIt never releases a first payment on its own: a person on your team approves it. When in doubt, it stops and says why.

Example
Supplier check agent

Registration checked.

Sol Printing · name, tax ID and account match · first payment waiting for your approval

Refusals

What an agent never does.

  • It does not decide credit.

    The treasury agent proposes and shows the total cost. Accepting is up to you. Granting is up to the authorised institution.

  • It does not change a limit.

    Each agent's limit is yours. Only a person on your team sets it and changes it.

  • It does not erase the record.

    What was done stays written, with the time and the rule. A correction goes in as a new line, never over the old one.

  • It does not talk to your customer outside the wording you approved.

    The reminder goes out in your words. The agent does not improvise, negotiate or answer in your place.

Responsibility

Who answers.

Above the limit
A person on your team decides. The agent stops, writes down the reason and waits.
Inside the limit
The agent acts under the rule you approved. The rule is yours, and you change it whenever you want.
In the record
Every action is recorded with who did it, what, when and under which rule. That goes for the agent and for the person.
Today's record Example
  • Collections agent 09:00:02
    Reminder sent · invoice 318 Rule 2
  • Payables agent 14:40:31
    Stopped · R$ 9,840.00 is above the limit Rule 7
  • Marina (finance) 15:02:44
    Approved the R$ 9,840.00 Above the limit
  • Payables agent 15:02:51
    Paid to Lume Freight Rule 7

Tell us what your finance routine looks like today. We will reply with what an agent could take on first.

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