Automation

finance

A credit note drafted, and held for finance.

When the field service desk asks for a credit note, an agent drafts it in Xero against the original invoice and holds it for approval. Nothing goes to the client until finance approves it from the Runs panel or the email. If finance rejects it, nothing is sent and the desk is told why.

Book a demoSee how it runs
who asks
Finance
works with
Xero
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

From one sentence to approved credits.

Describe it once in Agent Builder, test it on a real credit, then let the desk ask while finance keeps the yes.

01

Describe it

Say where the credit is drafted and who approves it. Agent Builder plans the steps and adds the approval.

One sentence, five steps

01 / 03
Book a demoSee the before and afterSee how agents work

before and after

The same credit note, two ways.

Riverside Care's disputed £65 no-access call-out on INV-2284, credited from Megan's ask at 11:20 on Tue 27/10.

  1. Raising it

    Without Centrus: Megan asks finance, who key it into Xero later

    With Centrus: Drafted in Xero against INV-2284 from chat

  2. The approval

    Without Centrus: A word in the corridor, with nothing written

    With Centrus: Kate approves it from the email

  3. Riverside Care

    Without Centrus: Chases the credit while the invoice ages

    With Centrus: Gets the credit note once it's approved

  4. A wrong credit

    Without Centrus: Issued because nobody checked the rules

    With Centrus: Rejected by Kate, with Megan told why

keep going

More in finance and cash flow.

Invoices chased, matched, checked against the contract and sent.

All 31 in finance and cash flow
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Credit note drafted and held for finance" on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Watch it run once.

Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing