Invoiced is a leading invoicing and accounts receivable automation platform that streamlines billing processes for businesses.
Supercharge your accounts receivable operations with AI Agents that can intelligently manage invoicing workflows and customer interactions.
Invoiced streamlines accounts receivable with automated billing and payment processing. Relevance AI enhances this with intelligent AI Agents that can handle customer inquiries, payment reminders, and financial reporting autonomously.
Intelligent Payment Orchestration
The agent automates payment reminders, optimizing cash flow and reducing DSO.
Real-Time Inquiry Resolution
Instantly addresses client inquiries about invoices, enhancing customer satisfaction.
Seamless Data Integration
Effortlessly connects invoiced data with other systems, enhancing operational efficiency.
Relevance AI gives you access to a wide variety of Invoiced tools within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- An Invoiced account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Invoiced data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about authentication headers, request formatting, or rate limits.
Built-in validation and response handling ensure your billing workflows run smoothly, even when dealing with complex invoice data structures.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Invoiced + Relevance AI integration without writing code:
- Organize invoice data: Maintain clear customer information and standardized invoice formats.
- Use API endpoints wisely: Leverage the correct endpoints for invoices, payments, and customer operations.
- Set proper authentication: Ensure OAuth credentials are correctly configured for secure API access.
- Monitor responses: Check API response status codes to verify successful transactions.
- Handle pagination: Implement proper pagination when retrieving large sets of invoice data.
