Overdue invoices
Ask which invoices are overdue. Kipwise Agent shows who owes what, the currency, how many days late, and a link to each invoice in Xero.
Kipwise Agent in ChatGPT
Ask ChatGPT who owes you money. Kipwise Agent checks Xero or QuickBooks, reads what the customer said in Gmail, and saves a polite reminder in your drafts. You send it when you are happy with it.
Kipwise Agent in ChatGPT
Kipwise Agent is its own agent in Slack. This is a connection that lets you use its Xero, QuickBooks and Gmail abilities from ChatGPT.
Ask in ChatGPT, it checks your books
Connect Kipwise Agent in ChatGPT and ask who owes you money. It reads the overdue invoices from Xero or QuickBooks and the customer’s emails in Gmail, and saves a reminder in your Gmail drafts. It never sends email.
ThreadChatGPT
Hollie Brandt
Who owes me money, and has Northwind written back?
KipwiseAGENT
Northwind has two overdue invoices, $3,180 in total, 12 days late. Their last email, on 14 Oct, says payment is coming this week.
Source: Xero invoices · Gmail · 21 Oct
Hollie Brandt
Save a polite reminder for them.
KipwiseAGENT
Saved a reminder in your Gmail drafts, listing both invoices and the total. Read it, change what you like, and send it yourself.
Message
Sample data
What it does
Customer emails
Ask whether a customer has been in touch. Kipwise Agent looks through your Gmail for emails you exchanged with that customer and shows what they said, with links.
Reminder drafts
Ask for a payment reminder. Kipwise Agent saves one reminder in your Gmail drafts, listing each overdue invoice and the total. You read it, change anything you like, and send it yourself.
How to connect
- In ChatGPT, open Plugins and add Kipwise Agent.
- Sign in with the Slack account you use with Kipwise Agent.
- If Xero or Gmail isn't connected, follow the link Kipwise Agent gives you.
Good to know
- Kipwise Agent never sends email. Reminders are saved as drafts for you to review and send.
- It does not take payments, move money or change your invoices.
- It only uses the Xero organisation and the Gmail account you connected yourself.
- Amounts come from Xero at the moment you ask, so a payment Xero has not recorded yet still shows as unpaid.
- Amounts in different currencies are never added together.
Before you start
Kipwise Agent must be added to your Slack workspace first. Read about Kipwise Agent.
Disconnect
In ChatGPT: Settings > Apps/Plugins > Kipwise Agent > Disconnect. Removing Kipwise Agent from Slack also ends ChatGPT access. To remove Xero or Gmail access, ask Kipwise Agent in Slack, e.g. "disconnect my Gmail", or revoke it at Xero/Google.
Help
Visit the Kipwise help center or email support@kipwise.com.