AI agents for Billing / collections ops

2 ready-to-adopt AI agents for Billing / collections ops — Invoice Exception Resolver, Credit Memo Issuer — each with its steps, systems and approval points.…

  • Autonomous

    Invoice Exception Resolver

    Investigates disputed or failed invoices and proposes a resolution.

    Salesforce · HubSpot · Microsoft Dynamics 365 · DocuSign Agreement Manager

  • Autonomous

    Credit Memo Issuer

    Evaluates credit requests against policy and prepares the memo.

    Salesforce · HubSpot · Microsoft Dynamics 365

Why offload this process to tacitrun’s AI operating layer

tacitrun is built for exactly this handoff: a business team describes the process it already runs, and the platform turns it into governed domain agents that work across the systems you have, under your IT’s approval, with every write waiting for a person.

Built from your procedure, not a vendor template
Describe the process in plain English or hand over the SOP. tacitrun compiles it into a process graph and composes one domain agent per step, so the agents carry your rules, your exceptions and your vocabulary.
Tested against the process before it can act
Evaluation cases are derived from the graph itself, so a passing agent is one that does what your process says. Then it runs in shadow beside your team on real work before anyone lets it act.
Every write stops for a person
The approval gate sits on the actual call to Salesforce, Shopify, SendGrid, SAP or any connected system. A person accepts, modifies or rejects; the corrected version is what executes; the trace keeps the record.
Runs across the systems you already have
Built-in connectors, your own REST APIs or MCP servers, and on the Enterprise plan your own cloud project and your own models. The systems of record stay where they are; the layer does the work between them.
IT approves, business leads
Business users build and prove; IT connects the credentials, binds the fields and approves before anything goes live. Neither side inherits the other’s risk.