YourCadr
e.
Operations
Reporting
DEMO · simulated data
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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 agent
I'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
Finance
Controller
Operating
Jordan K. · Full operator. Can answer anything on the floor.
↗ Arrive from Slack link
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