Get paid with the Finance Agent
Raise quotes and invoices from Cue bookings, Nest deals or by hand, add Stripe or Razorpay payment links, chase overdue invoices politely, and match the payments that come in.
What the Finance Agent does
A Finance Agent keeps a small ledger of what customers owe you. It can:
- draft invoices when a Cue appointment is completed or a Nest deal is won,
- draft a deposit invoice when a Cue booking is made,
- turn quotes into invoices,
- add a payment link through your own Stripe or Razorpay account,
- remind customers about overdue invoices, by email or by a reminder call,
- record and match payments, and send you a cash summary.
Amounts always come from the record, never from the AI.
Open it at https://tron.oroe.ai/t/finance_agent.
Good to know This is a receivables ledger, not bookkeeping or tax filing. Keep your accounting system for that.
Before you start
- Connect a sending mailbox in Relay. Invoices and reminders are emailed from it.
- For payment links, you need your own Stripe or Razorpay account (below).
- For reminder calls, you need a Telecaller agent with voice calling set up.
Connect Stripe or Razorpay
Payment links use your business’s own payment account. Money goes straight to you.
- Open Settings in the Finance Agent sidebar, or go to https://tron.oroe.ai/t/finance_agent/settings.
- Open the Payment providers tab.
- For Stripe, enter the Secret key and the Webhook signing secret.
- For Razorpay, enter the Key id, Key secret and Webhook secret.
- Optional: under After paying, enter a Success URL (where payers land).
- Select Save Changes.
- Open your Finance agent in the builder. In Finance Agent settings, tick stripe or razorpay under Payment providers, then select Save Agent.
Saved keys are never shown again. Leave a field blank to keep what’s stored.
Note A payment link is refused unless the provider is ticked on the agent. If you’re unsure what to enter in the webhook fields, email support@oroe.ai.
Create a Finance Agent
- Go to https://tron.oroe.ai/t/finance_agent/agents and select New Agent.
- Pick a Purpose preset (optional): Service business receivables, Retainer / subscription reminders, Deposit before appointment or Quote follow-up.
- Write the Persona / System Prompt.
- In Finance Agent settings, set at least the Default currency, Sending mailbox (Relay) and Business name on invoices.
- Select Save Agent.
Finance Agent settings
Invoices
| Setting | What it does |
|---|---|
| Default currency | A three-letter code, for example EUR. |
| Other currencies allowed | Anything else is refused. |
| Tax | none, simple rate or per line. With simple rate, set Tax label and Tax rate (%). |
| Invoice number prefix | Default INV-. |
| Payment terms (days) | Sets the due date. |
| Quotes valid for (days) | When a quote expires. |
| Business name on invoices / Business address on invoices / Tax / VAT / GST id | Printed on every invoice. |
| Invoice footer (bank details, terms) | Printed at the bottom. |
| Sending mailbox (Relay) | Where invoices and reminders are sent from. |
Where invoices come from
| Setting | What it does |
|---|---|
| Create invoices from | nest deal won, cue completed and/or manual. Invoices from Cue and Nest start as drafts. |
| Deposit before appointment | Drafts a deposit invoice when a Cue booking is made. |
| Deposit (%) / Deposit due (hours before) | How much, and when it’s due. |
Reminders and approvals
| Setting | What it does |
|---|---|
| Reminder ladder | Up to eight steps. Each has Days after due date, a Channel (email or call) and a Tone (friendly, firm or final). |
| Telecaller agent for reminder calls | Who places call steps. |
| Hand to a person after N steps | After this many steps, the invoice goes to you and the ladder stops. |
| Send without approval under (amount) | Invoices and reminders below this total go out on their own. At 0, everything waits for you. |
| On dispute | pause and notify: reminders stop and you’re told. |
| Cash summary / Summary recipient (email) | off, weekly or monthly. |
Create an invoice by hand
- Open Invoices at https://tron.oroe.ai/t/finance_agent/invoices and select New invoice.
- Choose Invoice or Quote.
- Fill in the customer, a Description, Qty and Unit price.
- Select Create draft.
Open it to act on it:
- Issue gives it a number and a due date. Issued invoices never change. To correct one, Void it or issue a Credit note.
- Issue and email (or Email) sends it to the customer from your mailbox.
- Payment link adds a Stripe or Razorpay link for the balance.
- Open document shows the invoice as your customer sees it.
- For quotes, Accept → invoice or Decline.
- Pause reminders / Resume reminders controls the ladder for this invoice.
- Write off clears a balance you won’t collect.
When you email an invoice yourself, it goes straight out. When the agent does it, it follows Send without approval under (amount).
Record and match payments
- Payments through a payment link are recorded for you.
- For anything else, open the invoice, enter the Amount and Reference, choose Bank transfer, Cash, Card or Other, and select Record payment.
Open Payments at https://tron.oroe.ai/t/finance_agent/payments to see everything that came in. Filter by All, Unmatched or Matched. For an unmatched payment, pick the invoice under Choose invoice… and select Match.
Follow the reminders
Reminders at https://tron.oroe.ai/t/finance_agent/reminders shows the ladder in action: When, Invoice, Customer, Step, Channel, Tone and Result. Steps waiting for you are in Approvals.
Ask for work
On the Overview, use Ask for work. For example: “invoice Dana for two hours of consulting at 90”, “chase everything over 30 days” or “summarise cash for the last month”.
The Overview also shows Collected, 30 days, Invoiced, 30 days, Outstanding, Days to get paid, Open invoices, Drafts, Waiting for approval, Unmatched payments and Overdue by age.