Payment-reminder drafting agent
Reads Business Central and outstanding-amounts reporting, then drafts the right reminder per customer — adapting tone and timing to payment history — with the overdue invoices attached, ready for approval.
Everything below comes from our Discovery Workshops — surfaced as ideas or already built into agents — plus Microsoft’s out-of-the-box Business Central agents, available as products. This isn’t everything that surfaces in a workshop; we review and refresh this list from time to time.
Reads Business Central and outstanding-amounts reporting, then drafts the right reminder per customer — adapting tone and timing to payment history — with the overdue invoices attached, ready for approval.
Ingests monthly supplier statements arriving as varied PDFs, matches each against the vendor ledger, and sorts them cockpit-style: balanced goes green; mismatches get a proposed explanation.
Before a sales order is released, checks payment and shipping terms, dates, reservations, customer balance and unusual discounts — and surfaces anything that looks off for review.
Analyses a customer’s recent purchases and payments and suggests payment-term or credit-limit changes.
Reviews open balances, pending payments and bank reconciliations, then presents findings and suggested next actions to support the month-end close.
Learns the organisation’s approval patterns and rates each item low-to-high risk — routine items clear fast, risky ones get escalated early.
Parses carrier emails or stored tracking numbers to keep purchase-order delivery dates current — built for many carrier formats, unstructured emails, and exception-heavy workflows.
Customer-facing product and pricing answers on your website, pulled live from Business Central — as an embedded chat agent or an interactive calculator.
Periodically updates vendor prices from new — often unstructured — price lists, reading them and mapping them onto Business Central items and prices. Heading for a customer pilot.
Tracks outstanding purchase-order confirmations, drafts and sends the follow-up emails, and flags the ones that need a human — so chasing confirmations no longer eats hours each week.
Proposes sales-price updates from item cost and margin rules across large catalogues, presents the changes for review, and applies them on approval.
Qezaro’s ready-made chatbot agent for ad-hoc “why did this move?” questions — drills into GL, customer and vendor ledger entries live in Business Central. Useful straight away, read-only.
Converts customer order requests — email text and attachments in a monitored mailbox — into Business Central sales quotes and orders, with item lookup and drafting for human review.
Captures incoming purchase and vendor invoices, matches them, and prepares them for posting with human review.
Processes employee expenses — reads receipts, creates and categorises expense entries for approval and posting.
Catch duplicates across renamed suppliers or re-suffixed invoice numbers by matching amount, supplier, date and lines — a retrospective scan plus a recurring check.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Scheduled posting and emailing of released invoices, once or several times a day.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Auto-create and consolidate purchase orders per vendor for non-stock items on orders shipping soon.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Item-card notes that print only on the pick list, so the warehouse never forgets the insert.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Simple figures — revenue, stock — emailed daily or weekly to the right people, no BI tooling required.
Surfaced as an agent candidate — better solved with standard automation or configuration.
A trusted replenishment report first, then reorder suggestions, then one-click purchase-order creation.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Reporting cuts like revenue split by country — custom reports, with an optional AI analysis layer on top.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Run their journey on the homepage, or talk to us about what an agent could look like for them.