AI agents for finance and billing teams
When is the invoice due? Do you take bank transfer? What's the refund policy? Finance fields the same customer questions every month. A SuperCognit agent built from your pricing pages and billing policies answers them with a citation, captures quote requests as leads, and never invents a discount or a payment term.
What this team automates
Billing questions, answered on-policy
Payment terms, accepted methods, VAT handling, refund and cancellation policy — answered from your own documents with a citation, the same way every time.
Quote requests as leads
When a customer asks for a quote, the agent collects what's needed — with consent — and delivers a structured lead to Pipedrive, HubSpot or the built-in leads table.
Pricing explained, not negotiated
The agent explains tiers, add-ons and what's included from your pricing page. Blocked topics keep it from improvising discounts.
Checkout links, on request
For teams selling self-serve, agent-initiated Stripe checkout links are available on request as a beta — the customer pays in the thread and card details stay with Stripe.
The platform, applied to this team
Cited knowledge base
Pricing pages, terms and billing FAQs crawled or uploaded into a knowledge base; it re-syncs on a schedule, as often as hourly, so a price change reaches the agent fast.
Lead capture
Quote requests flow to Pipedrive or HubSpot as deals, or into the built-in leads table — with webhooks and a REST API for anything else.
Guardrails and PII redaction
Card and ID numbers are redacted from transcripts automatically; blocked topics and keywords keep the agent off anything it shouldn't discuss.
Stripe checkout (beta, on request)
Connect your Stripe account and, once enabled for your workspace, the agent can raise a checkout link at the right moment in the conversation.
Frequently asked questions
No — there are no ERP or accounting integrations. The agent answers from your documents, and leads and conversation events reach your systems through webhooks and the REST API.
Only if you give it a way to: an HTTP tool against your own billing API can look up what you allow. Out of the box it answers policy and pricing questions from your documents.
No. Answers cite your documents, and the agent won't invent discounts, prices or payment terms. Block the topic entirely if you want every pricing exception to go through a person.
As a beta, on request. With Stripe connected and the payment tool enabled for your workspace, the agent shares a checkout link and the receipt lands in the conversation.
Put an agent on this team
Import your website, review the draft, publish — free for 7 days.
Start buildingSales
An AI sales agent that answers product questions instantly, qualifies leads with consent, and hands real deals to Pipedrive or HubSpot — built from your own website in about 2 minutes.
Customer support
24/7 first-line customer support built from your own help content: cited answers, fewer repeat tickets, and clean escalation to your team when a human is needed.
Marketing
Turn website traffic into conversations: an AI agent that engages visitors in 12+ languages, captures campaign leads with consent, and routes them to your CRM as real deals.