Meet Kavi · AI Agent

Finance AI Agent

A finance assistant that works on your invoices, bills, receipts and payments in DotOne. Ask who owes you money, what falls due next week or where cash will stand at month end. The agent reads live sales and purchase data, flags what needs attention and drafts the payment reminders for your accounts team to send.

See the Agent in a Demo Finance Management module

YouWhich customers are more than 60 days overdue, and how much do they owe?

Reading open sales invoices
Matching receipts against each invoice
Building the receivables ageing
Flagging customers past 60 days
Drafting payment reminders for approval

Result · Overdue customers listed by amount and days outstanding, with reminders drafted for the accounts manager to approve.

Watch the agent work

It follows the money. You decide who to call.

Demo data

Receivables ageing

₹1.84 Croutstanding

0-30 days52%
31-60 days26%
61-90 days14%
90+ days8%

6 payment reminders draftedCustomers more than 60 days overdue.

Om Industries₹8.4 L
Apex Agro₹3.2 L

Review Send remindersReminders sent ✓

Cash position Month end, expected

₹42.6 L

After ₹31.5 L payables due

Agent run · Monday 9:00

Read open invoices214 invoices
Matched receipts38 this week
Flagged overdue6 customers
Reminders waitingAccounts manager

Payables due next week

Shree Polymers · PVC ResinDue Tue₹12.4 L
Om Industries · HDPEDue Thu₹9.8 L
Plant 2 power billDue Fri₹2.1 L

The same job, two ways

In a traditional ERP the software stores the data and people do the analysis. In DotOne the agent does the analysis and your team makes the decision.

Traditional ERP

×Export outstanding invoices from the accounts system each week.

×Build the ageing in a spreadsheet and sort by customer.

×Write and send payment reminders one by one.

×Check bills due by going through the payables register.

×Piece together the cash position from bank balances and memory.

With the Finance AI Agent

✓Ask the agent, for example "Who is overdue by more than 60 days?"

✓The agent reads invoices, bills, receipts and payments together.

✓It flags overdue customers and payables falling due.

✓It builds the ageing, cash or GST summary, ready to share or export.

✓It drafts payment reminders for your approval.

What it can see

Sales invoices, receipts and credit notes
Purchase bills, payments and debit notes
Receivables and payables ageing by party
Customer credit limits and payment terms
Open sales and purchase orders that will turn into cash in or out

What you can ask

"Which customers are overdue, and by how much?"
"What payments to vendors fall due next week?"
"What will our cash position look like at month end?"
"Which customers are above their credit limit?"
"Give me the GST summary for September."

What it can do

Builds receivables ageing and flags overdue customers
Drafts payment reminders to customers for your approval
Lists payables falling due so you can plan payments
Shows the cash position from live sales and purchase data
Alerts the sales team when a customer goes past their credit limit

The agent only acts within the roles, permissions and approval rules you set in DotOne. Anything that changes data can be set to need a person's approval.

Frequently asked questions

What does the Finance AI Agent do in DotOne?

It works on your receivables, payables and cash data. You ask who is overdue, what is due or where cash stands, and the agent reads live invoices, bills and payments, picks out what needs attention and prepares the report or reminder.

Can the agent send reminders or record payments on its own?

Only if you allow it. The agent reads DotOne data and prepares things. It works within the roles, permissions and approval rules you set, and anything that changes data or goes out to a customer can be set to need a person's approval.

Does it replace Tally or our accountant?

No. Your books are kept in DotOne Accounting, or in Tally if your accountant prefers, synced both ways. The Finance AI Agent works on the tracking side: who owes what, what is due and where cash stands. GST summaries are ready to hand to your accountant.

How current are its numbers?

It reads the same live sales and purchase data your team enters in DotOne, so its answers are as current as those entries.