Features
AI Cash Application with fuzzy payment matching
Automated Collections with smart pause logic
AI Contract Review comparing billed amounts to contracts
Billing Agent syncing contracts to Stripe/NetSuite/Sage Intacct
Self-service Payment Portal for customers
Credit Agent pulling credit reports and setting limits/holds
Payment Dispute Agent tracking and responding to disputes
Onboarding Agent syncing billing details from forms to ERP
SOC 1 & 2 Type II compliant
Single Sign-On (SSO) support
Advanced user-level permissions
AES-256 encryption at rest and in transit
Zero-Data Retention Agreement with OpenAI
Customizable agent workflows without rip-and-replace
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
