Documents
The agent finds documents by document number, PO number, supplier, customer, or line-item text. It narrows them down by type, direction, status, payment status, payment method, source, document date, due date, amount, chart account, and tag. For a single document it sees supplier and customer, amounts and tax, line items with their chart accounts, payment details, the bank details on the document, references, tags, linked documents, and open Review notes. So it can also explain why a document is in Review. On request it gives you a link to the original file. Example questions:- “Which incoming invoices are due in November and still marked unpaid?”
- “How much did we pay Amazon this year, by currency?”
- “Which documents are in Review right now?”
- “Find the invoice for PO 4711.”
- “Show me all receipts paid with Apple Pay.”
Contacts
The agent finds suppliers and customers by name, brand, website, or VAT ID. For each contact it sees address, VAT ID, company registration ID, website, Personenkonto, and bank accounts. Example questions:- “Which IBAN do we have on file for Deutsche Telekom?”
- “Which Personenkonto does the supplier Hetzner have?”
Accounting
The agent sees the chart of accounts, the tags, and every export with its format, date range, status, and documents. When an export file is ready, it gives you a download link. Example questions:- “When did we last export to DATEV, and which documents were in it?”
- “Which account do we post software subscriptions to?”
Setup
The agent sees your workspaces, the portals, the rules, and how documents arrive: connected mailboxes, the forwarding address, and WhatsApp. Example questions:- “Which portals are set up?”
- “Which address can I forward invoices to?”
Plan and usage
For the current period, across all workspaces of the account, the agent sees how many documents are used, included, and left, how many extra documents there are and what they’re expected to cost, how much extra-document credit is left, and how many documents each workspace used. During a trial it sees the trial end date and the documents left. Only the account owner gets this. For everyone else, the agent points to the account owner, who finds it in Billpal under Settings > Billing. Example question: “How many documents do I have left this month?”What the agent can’t do
- Change documents, contacts, or settings, for example mark a document paid
- Upload or delete documents
- Create exports or rules
- See bank or card transactions. Billpal has none.
- Add up amounts across workspaces