YourCadre.
DEMO · simulated data
Meridian Supply Co.
JK
Jordan K.
Finance Ops
Operations

Meridian Supply Co.

Running normally · 128 invoices being handled today · 12 paused, waiting on a person · longest waiting 22m
Workflow
01
CR
Credit checked
Before we sell to a customer, this agent checks they're good for the money: payment history, credit file, sensible limit.
Working · Alicia has its question
02
IN
Invoice created
When an order ships, this agent builds the invoice: pulls the order details, matches the customer's PO, gets it ready to send.
1 question · 12 invoices paused
needs you · waiting 6m
03
SE
Invoice sent
Emails each finished invoice to the customer's billing inbox, confirms it arrived, and chases bounces.
Working · nothing waiting
flagged by the agentI'm less sure about the billing inboxes I find on my own than I was two weeks ago.
04
CO
Payment tracked
After an invoice goes out, this agent tracks the money: matches payments as they land, sends reminders, flags what's going unpaid.
2 write-offs to review
needs you · waiting 22m
Prototype control
not part of the product
Render as
Jordan K. · Full operator. Can answer anything on the floor.