Business agents · Billing and sales administration
No more billing errors discovered after the fact
We set up business agents for you that check every sale before invoicing, match orders, deliveries and CRM, and send payment schedules and reminders at the right time. Your sales administration team only handles exceptions.
- Checks before every invoicing run
- Works with your current software
- You stay in control of approvals
Pre-invoicing check
this month
Illustrative example
A reliable billing base, before you even invoice
Sales, orders and deliveries sit in different tools.
Matching is done by hand, at month end.
Errors surface when the customer disputes an invoice.
Payment schedules and reminders are entered one by one.
Matching happens automatically, as you go.
Anomalies are flagged before invoicing, not after.
Every month, you have a verified billing base.
Payment schedules and reminders go out on their own, from your tools.
How AI works for you
The agents we build combine three things: AI to match and write, your rules to check, your team to approve. AI only steps in where it is truly useful.
AI
Matches and writes
It matches data that doesn't line up perfectly: an order and a sale labeled differently, a customer recorded under two names. It also writes reminders, in the tone you have chosen.
Your rules
Check
Prices, duplicates, billing terms: the checks follow your rules, the same way every time.
Your team
Approves
Handles flagged cases and keeps control over everything that goes to the customer.
What we do for you
Matching
Orders, deliveries, in-store or online sales, and your CRM.
Pre-invoicing check
Duplicates, omissions, wrong price, wrong customer: according to your rules.
Invoicing preparation
A clean base, ready to invoice in your current software.
Payment schedules
At the right time and to the right contact, from the tool you already use.
Reminders
For late payments, at the pace and in the tone you choose.
Tracking
A dashboard of anomalies, outstanding amounts and late payments.
What we have done for our clients
Newspaper publisher
Anomalies caught before invoicing
Every month, store sales have to be matched with the CRM. Each sale is now linked to the right store and the right order, and discrepancies are flagged before invoicing, not after.
Insurance broker
Thousands of payment notices sent with no re-keying
Their business software had no automation. Everything now goes out from that same software, with a checking step, freeing up several days of admin work every month.
Where your team works
The agents adapt to the way you work, not the other way around.
In the background
Matching runs continuously, and payment notices go out on the right date, with no intervention.
In your tools
Anomalies show up in Outlook or Excel through a Microsoft 365 add-in; corrections are applied in your ERP by API.
In a dedicated app
An app to track anomalies, outstanding amounts and reminders, and approve in one click.
Up and running in 2 to 4 weeks
The agents are tailored to your rules, but we don't start from scratch: they run on the Forteresse platform, which we designed and operate. We configure it for your billing rules, connect it to your tools and run it for you.
- 1
Your rules, your tools
We gather your rules from your sales administration team and connect your tools, even without an API.
Fixed fee - 2
Validation on a real month
The checks run on your real data. You decide what comes next after seeing the result.
No commitment beyond this - 3
Operations
New price, new customer, new rule: we adjust. Maintenance and support included.
Fixed monthly subscription
Where does your sales administration team lose the most time?
- We review your cycle, from order to invoice.
- We show you what Forteresse would automate.
- You leave with concrete next steps, with no commitment.
Pick a time slot
Video call · 30 minutes · Paris time
You are booked.
Frequently asked questions
Do invoices go out without approval?
You choose: approval every time, or only for flagged cases.
Our billing software has no API: is that a problem?
No. We start from your tools as they are, including business software with no automation at all.
Are you an AI agency?
No. An agency writes custom code for each project. Everything we deliver runs on our own platform: it is faster to set up, the price is fixed, and we remain responsible for it working over time.
How is it billed?
A fixed fee for the setup, then a fixed monthly subscription.
Where is our data stored?
In France, with Scaleway, encrypted and isolated. It remains your property.