Skip to main content

​
Overview

An Invoice & Billing Assistant powered by Pylar handles billing inquiries, generates invoices, tracks payment status, and manages collections to streamline billing operations.

​
What the Agent Needs to Accomplish

The agent must:
  • Answer billing queries
  • Generate invoices
  • Track payment status
  • Manage collections
  • Identify overdue accounts
  • Generate billing reports

​
How Pylar Helps

Pylar enables the agent by:
  • Unified Billing View: Combining invoices, payments, and customer data
  • Real-time Status: Querying current billing and payment status
  • Automated Tracking: Automated payment tracking
  • Collection Management: Identifying and managing overdue accounts

​
Without Pylar vs With Pylar

​
Without Pylar

Challenges:
  • ❌ Multiple billing systems
  • ❌ Manual invoice generation
  • ❌ Time-consuming payment tracking
  • ❌ Limited collection visibility
Implementation Complexity: ~4-5 weeks

​
With Pylar

Benefits:
  • ✅ Single endpoint for billing data
  • ✅ Automated invoice generation
  • ✅ Real-time payment tracking
  • ✅ Efficient collection management
Implementation Complexity: ~5-6 hours

​
Step-by-Step Implementation

​
Step 1: Connect Data Sources

  1. Connect Billing System (Invoices, subscriptions)
  2. Connect Payment Processor (Payments, transactions)
  3. Connect CRM (Customer data, billing contacts)

​
Step 2: Create Billing Views

Invoice Status View: 
CREATE VIEW invoice_status AS
SELECT 
  i.invoice_id,
  i.customer_id,
  i.invoice_date,
  i.due_date,
  i.amount,
  i.status,
  p.payment_amount,
  p.payment_date,
  i.amount - COALESCE(p.payment_amount, 0) as outstanding_amount,
  DATEDIFF(CURRENT_DATE, i.due_date) as days_overdue
FROM billing.invoices i
LEFT JOIN billing.payments p ON i.invoice_id = p.invoice_id;

​
Step 3: Create MCP Tools

Tool 1: Get Invoice Details
  • get_invoice_details(invoice_id: string, customer_id: string)
Tool 2: Track Payment Status
  • track_payment_status(invoice_id: string)
Tool 3: Identify Overdue Accounts
  • identify_overdue_accounts(days_overdue: number, min_amount: number)
Tool 4: Generate Invoice
  • generate_invoice(customer_id: string, items: array, due_date: date)

​
Example Agent Interactions

User: “What’s the status of invoice #12345?” Agent: “Invoice #12345 Status:
  • Customer: Acme Corp
  • Amount: $5,000
  • Status: Partially Paid ($2,000 paid)
  • Outstanding: $3,000
  • Due Date: March 15, 2024 (5 days overdue)
  • Action: Send payment reminder”

​
Outcomes

  • Query Response: 80% faster
  • Payment Tracking: 90% automation
  • Collection Efficiency: 40% improvement
  • Customer Satisfaction: 30% improvement

​
Next Steps