What the agent can do
Reads by default. Acts only when you say so.
Read · on by default
- Invoices, proformas and receipts, with their status
- What's been paid, what's still due, and by whom
- The PDF of any document
- Document series and VAT rates
- Stock per product and warehouse
- Clients, suppliers and products
Write · only if you allow it
- Issue invoices and proformas
- Reverse, cancel or restore an invoice
- Record payments
- Email a document to a client
Before anything is issued or changed, the agent shows you what it's about to do and waits for your yes.
Try asking
Questions your team can ask on day one
- "What was the last invoice we issued?"
- "How much did we invoice in the last 45 days, and how much has been paid?"
- "Which invoices from Delta Trading are still unpaid?"
- "Send me the PDF of invoice VL 0142."
- "How many units of product X do we have in stock?"
- "Draft a proforma for Delta Trading, same items as last month."
Better together
One question, across all your apps
The agent combines SmartBill with your other tools in a single answer. Ask "Which paid orders haven't shipped yet?" and it checks SmartBill and your courier together.
SAGA
FAN Courier
Shopify
Google WorkspaceWho uses it
- Finance
Payment status, overdue invoices and monthly totals, without exporting a report. - Sales
A client's invoice history and open balance before a call, and proformas in seconds. - Management
How much came in this month, and from whom, in one sentence.
Setup
Ready in three steps. We do them with you.
Check your plan
You need a SmartBill plan that includes API access, and your company's tax ID (CIF).
Connect the accounts
Each person connects their own SmartBill login, or the company connects one shared user.
Choose what it may do
Read only for everyone, and write access only for the people who need it.
Questions about SmartBill
More on how we protect your data on the security page.
Does the AI see our SmartBill password or token?
No. Your SmartBill token is kept by a key keeper outside the agent and is added only as a request leaves for SmartBill. The AI model never sees it.
Will each person see all our invoices?
Each person works with the SmartBill access they're given. If people connect their own SmartBill login, the agent sees exactly what they can see in SmartBill.
Can it issue an invoice by mistake?
Write access is off unless you turn it on for someone. When it's on, the agent shows the document it's about to issue and waits for a yes.
Which SmartBill plan do we need?
One that includes API access. If you're not sure, tell us in the demo and we'll check it with you.
Is the SmartBill connector extra?
No. Every connector is included in every plan.
SmartBill is a trademark of its owner. VectorLink is not affiliated with or endorsed by SmartBill.
See it on your own SmartBill.
In the demo, we'll show you your team asking SmartBill questions in plain words.