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AI agentOutstanding items

Answering questions about outstanding items with AI

An assistant that answers questions about outstanding sales invoices and proposes reminder texts.

Outstanding items is AI agent in Altramano for administration and finance: an assistant that answers questions about outstanding sales invoices and proposes reminder texts.

It works with AFAS Profit, Basecone, Exact Online, Microsoft Outlook and Visma eAccounting.

AI agent · department Administration and finance

What it does

Ask "who is outstanding?" or "what should I do about Jansen?" and the assistant reads the Sales invoices table and gives you the overview, the age per item and a proposal for the next step, including a draft text.

What you need

  • AFAS Profit — reading and writing in AFAS Profit through GetConnectors and UpdateConnectors, per administration, with a trigger on new rows or a Profit notification, connected through logging in to the service.
  • Basecone — importing, tagging and following documents in Basecone and reading transactions and master data per administration, connected through your own details.
  • Exact Online — reading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online, connected through logging in to the service.
  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.
  • Visma eAccounting — all 228 actions of Visma eAccounting: customers, suppliers, sales and purchase invoices, items, entries, bank and VAT, with triggers on new invoices and bank transactions, connected through logging in to the service.

How does answering questions about outstanding items work with AI?

An AI agent works with its own instructions and its own sources, which you start in the Studio or from an automation.

Ask "who is outstanding?" or "what should I do about Jansen?" and the assistant reads the Sales invoices table and gives you the overview, the age per item and a proposal for the next step, including a draft text.

AFAS Profit: reading and writing in AFAS Profit through GetConnectors and UpdateConnectors, per administration, with a trigger on new rows or a Profit notification. Basecone: importing, tagging and following documents in Basecone and reading transactions and master data per administration. Exact Online: reading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online. Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail. Visma eAccounting: all 228 actions of Visma eAccounting: customers, suppliers, sales and purchase invoices, items, entries, bank and VAT, with triggers on new invoices and bank transactions.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For administration and finance: invoices, outstanding items and VAT: the work that comes back every month and goes wrong when it is rushed. Those hours go into looking at the figures and chasing down anomalies, instead of into retyping entries and laying VAT returns side by side.

This department comes into play in installation companies, construction and contractors, accountancy and bookkeeping firms, wholesale, manufacturing, transport and logistics, healthcare practices and providers, hospitality, IT and software companies, architects and engineering firms, landscaping and grounds maintenance, car dealers and garages, training providers, legal and notaries and staffing and recruitment agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Give the AI agent its sources: documents, a mailbox or a table.
  3. Try it in the Studio and adjust the instructions wherever you like.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Outstanding items?

AFAS Profit, Basecone, Exact Online, Microsoft Outlook and Visma eAccounting and a Altramano environment.

Which department is Outstanding items for?

Administration and finance, in industries such as installation companies, construction and contractors and accountancy and bookkeeping firms.

What is an AI agent?

An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to. It works with its own instructions, sources and tools. You start it in the Studio or from an automation.

Does it make answers up?

It works only with the sources you give it and refers to them. If something is not in there, it says so.

More for administration and finance

SjabloonSoortWhat it does
Sales invoice after completionautomationSet a job to Completed and administration gets all the details for the invoice, ready to book.
Delivery list for the bookkeeperAI agentAn assistant that makes a delivery list per quarter and keeps track of what has arrived.
Payment remindersautomationOutstanding sales invoices get a friendly reminder in good time, always for approval.
All 13 templates for administration and finance

Templates are updated in your Altramano environment.

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