Bring Accounts Receivable
to LlamaIndex

Returns contact info, balance data, and payment settings. Use for deep intelligence on a customer before billing interactions. Retrieves details for a specific customer

Essential for auditing specific billings or providing customer support. Retrieves details for a specific invoice

Useful for auditing marketing incentives. Lists all active discount coupons

Returns customer names, account numbers, and IDs. Use this as the main starting point for managing receivables or identifying specific clients. Lists all customers in Invoiced

Includes invoice numbers, amounts, and statuses. Essential for monitoring accounts receivable and overall revenue flow. Lists all invoices

Includes item codes, descriptions, and unit prices. Useful for auditing the available billing inventory. Lists all items in your catalog

Returns payment methods, amounts, and transaction IDs. Use this to audit revenue collection and reconcile bank statements. Lists all payments received

g., Monthly SaaS, Annual Support). Useful for auditing subscription-based business models. Lists all defined subscription plans

Essential for monitoring long-term customer commitments and MRR (Monthly Recurring Revenue). Lists all active customer subscriptions

Essential for auditing compliance and understanding how taxes are applied to invoices. Lists all defined tax rates