ForGrow AI agent
Get paid faster, with less chasing
The Financial Agent sends invoices, follows up on overdue payments and matches payments to invoices, so your cash flow stays healthy without the manual work.
What it does
Built to help you sell more
Invoicing that runs itself
Create and send invoices on time, every time, without re-entering the same details.
- Automatic invoice creation
- Sent on schedule
- A clear record for every customer
Everything you need, in one place
Invoice creation
Generate accurate invoices automatically.
Payment reminders
Follow up on time, in the right tone.
Overdue tracking
Know which accounts to chase first.
Payment matching
Match payments to the right invoices.
Expense tracking
Keep costs organised as they happen.
Cash-flow summaries
See where your money stands.
How it works
01
Connect your accounts
Link your invoicing and accounting tools.
02
Set your rules
Choose due dates, reminder timing and approvals.
03
Let it work
Invoices go out and follow-ups run automatically.
04
Review and approve
Check summaries and approve sensitive actions.
You stay in control
Agents that work within your rules
Clear boundaries
Each agent works only within the topics, data and actions you approve.
People stay in charge
Complex or sensitive requests are handed to your team, who can step in at any time.
Approval where it matters
Actions such as refunds or payments can wait for a person to approve.
A record of everything
Conversations and actions are logged so you can review what the agent did.
Works well with
Popular in
FAQ
Questions, answered
Cannot find what you need? Talk to our team.
What does the Financial Agent do?
It automates invoicing, payment follow-ups and payment matching so finance work takes less time.
Can I approve actions before they happen?
Yes. Sensitive actions can wait for a person to approve them.
Does it work with my accounting software?
We connect it to the tools you already use as part of setup.
Can ScaleDesk tailor it to my business?
Yes. We set up the agent around your processes and systems.
Ready to try Financial Agent?
Tell us about your business and we will show you how it can help.