Look up billing recipients
Find the correct customer before preparing an invoice.
Billing AI Agent
From a request
to a ready-to-review draft.
Ask a billing question. Find the right customer. Prepare an invoice draft. Kaizen’s Billing AI Agent turns intent into a clearer next step.
Billing AgentProduct help
Prepare an invoice draft for my customer.
I can help. What are the recipient, line items, due date, and tax details?
READY FOR YOUR REVIEW
You review the draft before issuing.Invoice draft
Consulting services $1,200.00
Quantity 1
Status Unissued
Review in invoice editor ↗Built for the work
Made for the work
that moves you forward.
Connected capabilities, built around your team and its next action.
Understand unpaid invoices
Review matching invoice records and outstanding balances.
Prepare invoice drafts
Turn recipient, line items, due date, tax, and notes into an unissued draft.
Keep the final review yours
Open the draft in the invoice editor before deciding to issue it.
Human review, built in
Draft confidently.
Review deliberately.
Billing Agent prepares the work and puts the review in your hands.
Ask or dictate
Start with a request in your own words.
Confirm the details
Provide the customer, line items, due date, tax, and notes.
Review the invoice
Inspect the unissued draft in the invoice editor before issuing.
Questions, answered
A little more clarity.
How do we get started?+
Talk with the Kaizen team about your current workflow, goals, and implementation requirements.
Can this connect to other Kaizen products?+
Yes. Kaizen is designed to keep payments, customer records, automation, and recovery connected. Your setup depends on the products and integrations you choose.
Where can existing customers get help?+
Use the Help Center, contact support@kaizen-payments.com, or call +1 (201) 733-9305.
Let’s move forward
Build a better flow for your business.
Bring payments, money movement, intelligence, and recovery together.