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AI agents

Four AI agents, working from one record

They read contracts, draft invoices, chase late payments and build ASC 606 schedules, and hold each decision for you.

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Verlix AI agents

What each agent does

Each reads your own contracts, invoices and payments only with your consent, through the AI provider shown in your settings.

  • Contract agent

    Reads each agreement, extracts its terms for review, and holds any term it is unsure of.

  • Invoice agent

    Composes each invoice from the contract's terms and holds it for your approval.

  • Collections agent

    Chases what is late and escalates only what needs a person.

  • Revenue agent

    Builds the ASC 606 schedule and the journal entries behind it.

Agents your team trains

The questions your team repeats become its own agents

When your team asks the same questions about a customer, save them as an agent. It asks them after each change and briefs the account owner.

Ask Verlix

Ask in plain words, get the chart and the next step

Ask Verlix what drove this quarter's ARR growth and it draws the answer in one click from the same record the agents work on, then names the move: 18 accounts are ready to expand.

Questions finance asks first

The Invoice agent holds every draft for your approval, and the Revenue agent's schedules and entries wait for your review. The Collections agent, once you turn it on, sends reminders on your schedule and hands you only the decisions.

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