AI-Driven Invoicing & CRM Automation System
Budget: ₹37,500 – ₹75,000 INR
I need a robust, production-ready AI agent that can take over our entire invoicing workflow—from data capture to sending, tracking, and reconciling payments—while remaining extensible enough to plug into future inventory and customer-service automations.
Scope
• The agent must ingest order data from our current system (REST/JSON API), generate compliant invoices, dispatch them by email or chat, follow up automatically, and post results back to our accounting platform.
• Decision-making should be handled by an LLM-powered controller (GPT-4, Claude, or similar) with deterministic guards for amounts, dates, and tax rules.
• I expect tight integration through Python micro-services, webhooks, or RPA tools such as Zapier, Make, or n8n—whatever achieves reliability and easy hand-off.
Timeline
Everything needs to be live in under one month, including testing and a short hand-over session.
What to show me
Please centre your proposal on relevant experience: past AI agents or workflow automations you have shipped, any finance-related integrations, and the stack you prefer.
Deliverables
1. Fully functioning invoicing agent, deployed to our cloud environment
2. Source code with inline docs and an implementation guide
3. Post-deployment support window (minimum two weeks)
Acceptance criteria will be simple: invoices must go out automatically, match provided sample data exactly, reach customers, and be registered back in the accounting system without manual steps.
Scope
• The agent must ingest order data from our current system (REST/JSON API), generate compliant invoices, dispatch them by email or chat, follow up automatically, and post results back to our accounting platform.
• Decision-making should be handled by an LLM-powered controller (GPT-4, Claude, or similar) with deterministic guards for amounts, dates, and tax rules.
• I expect tight integration through Python micro-services, webhooks, or RPA tools such as Zapier, Make, or n8n—whatever achieves reliability and easy hand-off.
Timeline
Everything needs to be live in under one month, including testing and a short hand-over session.
What to show me
Please centre your proposal on relevant experience: past AI agents or workflow automations you have shipped, any finance-related integrations, and the stack you prefer.
Deliverables
1. Fully functioning invoicing agent, deployed to our cloud environment
2. Source code with inline docs and an implementation guide
3. Post-deployment support window (minimum two weeks)
Acceptance criteria will be simple: invoices must go out automatically, match provided sample data exactly, reach customers, and be registered back in the accounting system without manual steps.