Invoice automation
that stays inside your rules.
Settle's Revenue agent drafts invoices, runs them through your rules, and asks for your approval when anything is uncertain. Nothing sends automatically until you allow it.
Revenue agent
Acme Studios · $1,200
SentWhitelisted · under $5,000 cap
Initech LLC · $5,400
Awaiting youAmount above $5,000 cap · approve or edit
Globex Co · $800
HeldRecipient not in your approved list
Controls: $5K per invoice · $20K monthly · whitelist
Nothing sends until you allow it.
Every new agent starts in review-only mode. Drafts go to your queue. You see what was drafted, why, and what rule it matched. You decide what gets sent and when automation turns on.
Three controls
Automation where you want it. Review where you need it.
Three controls. You decide what's allowed before anything sends.
Spending caps
Per-invoice and per-month limits.
Set the max invoice amount and the max monthly total. The agent stops when either limit would be breached.
Recipient whitelist
Approved recipients only.
Approve specific recipients in advance. Invoices to anyone outside the list are held for your review.
Approval thresholds
Auto under, queued over.
Below the threshold the agent sends automatically. Above it the agent waits for your sign-off.
Start conservative
Turn on automation at your own pace.
You stay in control the entire time. Every step is reversible.
Week 1
Drafts onlyThe agent drafts. You send.
Settle drafts invoices for review. You see each one, edit if needed, hit send when ready. No automation runs without your click.
Week 2
Auto-send approved repeatsLet trusted recipients flow through.
Add specific recipients to your whitelist. Invoices to them under your cap go out automatically. Everything else still queues for review.
Week 3
Rules for recurringRecurring schedules send themselves.
Set cadence and amount. The agent drafts and sends the recurring invoice each cycle, within your caps and whitelist. New recipients still wait for you.
No phase is permanent. Pause any rule, dial automation back, or shut it off entirely whenever you want.
Recognizable workflows
Scenarios you already run by hand.
Each one becomes a rule. Each rule respects your caps and whitelist.
Send the monthly retainer invoice on the 1st.
Draft the invoice after a completed job.
Auto-send to repeat customers under $2,000.
Queue invoices above $5,000 for review.
Pause invoices for new customers.
Stop everything during a vacation.
Business context
Automation operates with awareness, not in a vacuum.
Before any action runs, the Revenue agent checks vendor history, customer payment behavior, your approval rules, your cash thresholds, and the audit trail of prior actions. The agent doesn't just generate invoices. It works as part of your financial system.
Evaluating · INV-1042 → Acme Studios
Customer history
42 invoices · pays in 11 days avg
Payment behavior
Pays on time · 0 disputes
Approval rules
Whitelisted · under $5K cap
Cash Pulse signal
$48,230 received this month · healthy
Prior agent actions
11 sent · 0 disputed
Action: Send automatically
All signals clearWithin rules
When everything checks out, the invoice goes.
Whitelisted recipient. Under your cap. Below your approval threshold. Healthy customer history. The agent drafts, validates against your rules, sends, and logs the action. You see what happened the moment it happens.
All checks passed
Sent automaticallyAcme Studios · $1,200
INV-1042 · just sent
Recipient whitelisted
Amount under $5,000 cap
Below approval threshold
Monthly total: $14,200 of $20,000
Logged to audit · May 14, 2:15 PM
Outside rules
When something looks off, the agent stops and asks.
Cap exceeded. New recipient. Amount above your approval threshold. The agent drafts the invoice and waits. You approve, edit, or reject. Nothing leaves your account without your call.
Held for your review
Cap exceededInitech LLC · $5,400
INV-1051 · drafted by agent
Recipient whitelisted
Amount $400 over $5,000 cap
Agent waits. Nothing sends until you decide.
Audit trail
Nothing changes without a log. Settle records every action.
Every draft, every send, every hold, every approval. Timestamped, attributed to the actor (you or the agent), immutable. When a customer disputes something three months later, you have the receipt. Want to know what the agent did last Tuesday? It's there.
Agent audit log
Today · 42 actionsSent invoice INV-1042
Acme Studios · $1,200
May 14, 2:15 PM
Held INV-1051 for review
Initech · cap exceeded
May 14, 2:14 PM
Sent invoice INV-1041
Maple Tutoring · $840
May 14, 2:09 PM
Held INV-1040 for review
Globex · not whitelisted
May 14, 1:58 PM
Sent invoice INV-1039
Soylent · $560
May 14, 1:32 PM
Why teams turn this on
Daily relief, not a science project.
Send invoices the day work is done.
No more invoicing block at the end of the month. The draft is ready when the job closes.
Stop forgetting follow-ups.
Reminders go out on time. The owner stops being the bottleneck for cash collection.
Keep recurring billing consistent.
The monthly retainer goes out on the 1st whether you remember or not. Same line items, same amount, same client.
Owner isn't the choke point.
When the owner is on a flight or with a customer, repeat billing still happens. New customers and big invoices still wait for them.
Less repetitive admin.
The 10 invoices a month that all look the same get drafted automatically. You review and send. Or you let trusted ones flow through.
Same rules across every channel.
Whether the request comes from the dashboard or your AI assistant, the same caps, whitelist, and approval thresholds apply.
Workflow continuity
Use Settle from the tools your team already works in.
Ask your assistant of choice to draft an invoice in Settle. The same rules, the same caps, the same audit trail apply. No new system to learn.
Claude
via Assistant
Cursor
via Assistant
ChatGPT
via Assistant
Custom
via API
Same controls. Same audit trail. Same review rules. Wherever the request comes from.
Custom agents
Have a workflow you want an agent to handle?
The control system is built to extend. Tell us what your business needs the agent to do, and what rules it should never cross.
Part of Settle
Settle Agents connects to the rest of Settle.
Hand off the repetitive work.
Keep every rule.
Sign up free. See how the whole platform connects. Agents start in review-only mode; you decide when to turn automation on.
Common questions
Quick answers.
- What are Settle Agents?
- AI helpers that work alongside you on the work you already do in Settle. They can draft invoices, follow up with late clients, screen incoming bills, and surface what needs your attention. You set what each one is allowed to do.
- Is this different from a chatbot?
- Yes. An agent is a real account in your workspace, not a chat widget. It has its own identity, its own permissions, and every action it takes shows up in your activity log with the agent's name on it.
- How do I control what agents can do?
- Each agent has its own permissions. Which kinds of work it can touch. Which actions need your approval. What dollar amounts it can act on without checking with you. Set the boundaries up front and the agent stays inside them.
- Can I limit how much an agent can spend or send out?
- Yes. Each agent has a spending cap and an approval threshold. Anything above the threshold pauses for a human to review before it goes out. You can also pause or remove the agent at any time.
- What happens if an agent does something wrong?
- You can review every action the agent took, undo recent ones, and pause the agent while you sort it out. Nothing happens silently — every step is in your activity log with who did what and when.
- Can I use Claude or ChatGPT with my Settle account?
- Yes. You can connect an outside AI tool to your Settle account, and it shows up the same way a Settle-built agent does: its own identity, its own permissions, the same boundaries. Treat it like any other teammate.