Invoice Issuing AI Assistant
Invoices issued automatically. No one types numbers again.
Reads data from your CRM, ERP, or webshop, generates the invoice in your invoicing platform, and sends it to the customer. Multi-currency, multi-language, multi-VAT. Works with Számlázz.hu out of the box.
What it does
Pulls billable events from your systems.
Orders from your webshop, deals closed in your CRM, completed projects in your ERP, recurring subscription cycles: wherever invoicing should be triggered, the AI watches and acts.
Generates invoices through your invoicing platform.
Connects to Számlázz.hu, Billingo, or your existing platform via API. Issues the invoice with the right line items, VAT rates, currency, and customer data.
Sends it to the customer automatically.
Email delivery with the invoice attached, in the customer's language, using your template. Goes out within minutes of the trigger event.
Logs everything back.
Invoice numbers, dates, and statuses sync back to your CRM or ERP. No manual reconciliation later.
How it works
Watches your source systems for billable events. When one fires, the AI assembles the invoice data, applies your business rules (VAT, discounts, currency), issues the invoice through your invoicing platform's API, sends it to the customer, and logs the result back to the source system.
Billable event
Order, deal, or project triggers invoicing.
Assemble & apply rules
VAT, currency, line items, customer data.
Invoice issued
Sent via Számlázz.hu, Billingo, or your platform.
Logged back
Status synced to CRM, ERP, and finance.
This is built for you if…
- You're issuing 100+ invoices a month and someone is doing most of it by hand.
- Your business has recurring or subscription billing and the cycles keep getting missed or duplicated.
- You sell across borders and the VAT/currency rules are a constant headache.
- Your webshop or CRM doesn't talk to your invoicing platform, so your finance team manually re-enters everything.
- You're on Számlázz.hu or Billingo and want true automation, not just integration.
- Your accountant has flagged data entry errors more than once.
Connects to your invoicing platform and source systems
No new invoicing software to switch to. The AI plugs into Számlázz.hu, Billingo, or your existing platform through the API, and reads data from the CRM, ERP, or webshop you already run.
What changes for you
Invoicing time, gone.
Finance teams spending 8–12 hours a week on invoicing typically drop to 1–2 hours of oversight.
Errors, gone.
No more typos in the customer name, no more missed VAT rates, no more wrong currency conversions. The data comes from the system, the same way every time.
Cashflow, faster.
Invoices go out the day the trigger happens, not three days later. Payment terms start sooner. Cash arrives sooner.
B2B Services · 25 employees · Anonymized under NDA
Case study
Issuing 150 invoices a month from completed projects in their CRM. One finance person spending two days a week copying data into Számlázz.hu, sending invoices, and reconciling status.
| Problem | Manual copy-paste from CRM to Számlázz.hu, two days a week. Status reconciliation on top. |
| What we built | Project marked complete → AI assembles invoice data → issued via Számlázz.hu API → sent to customer → status logged back to CRM. |
Weekly invoicing time
In the last 6 months
Pricing
Integration with your source systems and invoicing platform, business rule mapping, test invoices before go-live.
- Számlázz.hu or Billingo integration
- Source system connection (CRM, ERP, or webshop)
- Business rules configuration (VAT, currency, discounts)
- 2–3 working sessions
Includes hosting, monitoring, and invoice accuracy tracking.
- Hosting & monitoring
- Invoice volume reporting
- Business rule updates
- Volume-based pricing
Final pricing depends on the number of source integrations, invoice volume, and business rule complexity. Quote within 48 hours of the discovery call.
Common questions
Will it issue a wrong invoice?
Not without your approval path. Every invoice trigger goes through a configurable review step: either fully automated for trusted event types, or queued for one-click approval before it fires. New deployments start in approval mode for the first 2–4 weeks.
What invoicing platforms does it support?
Számlázz.hu and Billingo out of the box. Any platform with an open API is connectable. We've integrated with SAP, Microsoft Dynamics, and custom ERP systems.
How does it handle VAT and multi-currency?
VAT rates and currency rules are configured as part of setup. The AI applies the correct rate per customer, line item type, and jurisdiction. No manual lookup needed. Exceptions and overrides are also configurable.
What if the source data is wrong?
The AI pulls exactly what's in the source system. If the source data is wrong, the invoice reflects that, same as a human would. We can add a validation step that flags anomalies (unexpected amounts, missing fields, duplicate triggers) before the invoice fires.
How long does setup take?
Typically 2–3 weeks from kickoff to first automated invoice. Longer if there are multiple source systems or complex business rules. We'll give you an honest estimate after the discovery call.
What happens if an invoice fails?
Failed invoices are caught immediately and routed to your team with the error and full context. Nothing gets silently dropped. You also get a daily summary of all invoice outcomes.
Can it handle credit notes and corrections?
Yes. We configure the correction flow during setup: which events trigger a credit note, what data it carries, and where it logs back. Corrections via Számlázz.hu and Billingo APIs are both supported.
Where is our data stored?
Invoice data is processed on EU-hosted servers. The AI reasoning uses large language models from US-based providers (OpenAI, Anthropic). We sign DPAs and pass them on to you. GDPR-compliant throughout. On-premise or fully EU-based inference is available as an add-on if required by your compliance team.
Watch it issue a real invoice.
On a 30-minute demo we'll feed it real billing data from your business and watch the invoice come out the other side. Bring your messiest case. We'll show you what it handles cleanly and where it would need configuration.
Book a demo