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InvoicifyAI Demo - Financial Health Dashboard: Revenue, Profit, Cash Flow & DSO
The Financial Health dashboard summarizes key metrics such as revenue, expenses, gross profit/margin, days sales outstanding (DSO), and cash position. Users can track trends over time and monitor overdue receivables to understand cash flow and collection performance.
InvoicifyAI Demo - AI Agents Marketplace: Deploy Voice Agents for Follow-Ups & Collections
The AI Agents marketplace lets businesses enable and manage voice agents for invoice reminders, estimate follow-ups, lead qualification, and customer feedback. Each agent can be configured with calling rules (hours, frequency, attempts) and logs outcomes and transcripts for visibility.
InvoicifyAI Demo - Home Dashboard: Quick Create, Setup Progress & Navigation
The main dashboard provides quick access to core workflows including creating estimates, invoices, expenses, and clients. Users can also manage products and services, access financial settings, configure document templates, and complete guided setup.
InvoicifyAI Demo - Invoice Reminder Agent: Call Metrics, Sentiment & Outcome Tracking
This dashboard shows performance analytics for the Invoice Reminder Agent, including success rate, total calls, minutes used, and payment commitment tracking. It also displays sentiment distribution, call outcomes (e.g., follow-up required), and a call history linked to customers and invoices.
InvoicifyAI Demo - CRM Lead Details: AI Call History with Transcript & Next-Step Actions
The Lead Details page centralizes CRM context and AI agent interactions. Clicking an outcome opens the associated call record with follow-up actions, invoice references, call summary, transcript, sentiment, and recording—so teams can review what happened and take the next step quickly.
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InvoicifyAI