Invoicing Plus is a comprehensive invoicing and billing solution that automates financial processes and payment tracking for businesses.
Supercharge your financial operations with AI Agents that can intelligently manage invoicing workflows, analyze payment patterns, and drive better cash flow outcomes.
Invoicing Plus streamlines financial operations with automated billing and payment tracking. Relevance AI enhances this with intelligent AI Agents that can analyze patterns, predict payment behaviors, and take proactive actions.
Intelligent Payment Orchestration
The agent automates payment reminders, enhancing collection efficiency.
Dynamic Financial Insights
Real-time reporting capabilities provide actionable insights for strategic decisions.
Predictive Payment Behavior
Analyzes invoicing data to forecast payment trends and optimize cash flow.
Relevance AI gives you access to a wide variety of Invoicing Plus 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 Invoicing Plus account
- A Relevance AI account with access to your workspace
- Authorization (connect securely via OAuth—no manual credential entry required)
Security & Reliability
The integration leverages OAuth authentication to securely access your Invoicing Plus data, with Relevance AI managing API operations seamlessly in the background. The platform handles request methods, authorization headers, and data transformations automatically.
Built-in validation ensures reliable data exchange between systems, while supporting flexible request configurations for your workflow needs.
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 Invoicing.Plus + Relevance AI integration without writing code:
- Set up proper authentication: Ensure OAuth credentials are correctly configured for secure API access.
- Structure API requests: Use consistent request formats and proper HTTP methods for each endpoint.
- Validate paths: Double-check API endpoint paths to ensure they match Invoicing.Plus documentation.
- Handle responses: Monitor response status codes and implement proper error handling.
- Manage rate limits: Space out API calls appropriately to avoid hitting request limits.
