01
Keep client details nearby
Work with invoices alongside the relationship and project context.
Keep invoices close to the clients and work behind them.
Prepare invoices, follow their status and organize the next step in the same workspace as your projects. Give billing a clear place in the working day.
Explore BOSS* plans and pricingA closer look at Invoicing
Illustrative recordsOne connected workspace
InvoicingOverviewMy workspace
MONEY / Invoicing
Example workspaceInvoices
| Invoice | Client | Amount | Status |
|---|---|---|---|
| INV-1042 |  Planet Express | $3,000 | Awaiting payment |
| INV-1041 |  MomCorp | $1,500 | Paid |
| INV-1043 | Planet Express | $600 | Draft |
Awaiting payment$3,000
Paid$1,500
Draft$600
InvoicingOverviewMy workspace
MONEY / Invoicing
Example workspaceInvoices
InvoicingDetails
INV-1042
Planet Express · Website launch
- Description
- Launch milestone
- Amount
- $3,000
- Status
- Awaiting payment
The invoice belongs to the same client relationship as the delivery work and payment follow-up.
Prepare invoices, follow their status and organize the next step in the same workspace as your projects.Interactive illustration of BOSS*
Invoicing in your working day
Make the handover into billing easier to follow.
The person preparing an invoice shouldn’t have to reconstruct the project. BOSS* brings client work and financial records together for a more useful billing conversation.
02
Follow invoice status
See the records your team uses to follow up on payment.
03
Review income with expenses
Bring both sides into your regular operational finance review.
Your AI agents, connected to BOSS*
Find the invoice follow-up that needs an owner.
Ask a supported agent to explain what needs attention, compare the available records or help with the next step. Access and supported actions follow your connection and permissions.
Try a conversation
Useful records, brought into the same question.
Access follows your role and permissions.… and other compatible AI agents
ClaudeBOSS* connectedInvoicing / Example conversationYou ask: Summarize these invoices and separate money received from amounts awaiting payment.
One invoice is paid, one awaits payment and one is still a draft.
| Status | Amount |
|---|---|
| Paid | $1,500 |
| Awaiting payment | $3,000 |
| Draft | $600 |
A draft is not money received. Check payment records before treating an invoice as settled.
Illustrative answer from the records shown.
ClaudeBOSS* connectedInvoicing / Example conversationYou ask: Draft a polite payment-status enquiry for Planet Express invoice INV-1042 for $3,000.
Here is a draft to review before sending.
| Invoice | Amount | Status |
|---|---|---|
| INV-1042 | $3,000 | Awaiting payment |
Draft: Could you let us know the payment status of invoice INV-1042 for $3,000? Please tell us if you need any additional details from us. This message has not been sent.
Illustrative answer from the records shown.
ClaudeBOSS* connectedInvoicing / Example conversationYou ask: What should I review before finalizing the $600 draft invoice?
Check the agreement and client details first.
| Check | Context |
|---|---|
| Client | Planet Express |
| Agreed work | Confirm the billable deliverable |
| Amount and tax details | Review against the agreement |
Have the responsible person review the invoice before it is issued.
Illustrative answer from the records shown.
Illustrative conversations. Available records, actions and response formats depend on your AI client, connection and permissions.
Part of one business workspace
Keep the next part of the work connected.
Move from the detail you are reviewing to the people, projects and records around it.
CRM and sales pipeline
Organize contacts, companies and sales opportunities with the follow-ups they need. Carry the context into projects and invoices as the relationship grows.
Explore the workflowExpense management
Upload a receipt image or PDF, review the extracted details and connect the cost to its project. Manual entry is there when you need it.
Explore the workflowFinancial operations
Bring invoices, expenses and project context into your regular finance review. Find the records that need attention and give the next action an owner.
Explore the workflowSee how it fits your team
Bring your real workflow to a demo.
We’ll walk through the details with you, from the first record to the next action.
“Aqtos has revolutionized the way we operate as a growing startup by consolidating our CRM, finances, task planning, project management, and HR into one central platform.”
Momir PolenakovikjOperations Manager, Synapse Aviation
Does Aqtos BOSS* include invoicing?
Yes. Billing and invoicing are part of Aqtos BOSS, alongside projects, CRM, HR, time tracking and expense management.
Is invoicing available as part of the business workspace?
Yes. You can handle invoice work in the same platform as client relationships and project operations, reducing the number of separate tools in the process.
Does invoicing replace my accounting process?
Invoicing is one part of financial operations. Keep your accountant involved in choosing the records, reconciliation and reporting process your business needs. Check any accounting integration requirements with the Aqtos team.
Can I see the invoicing workflow before choosing?
Book a demo and bring an example of your billing process. The team can show how your client work and invoice requirements fit within Aqtos BOSS.
See how fits
your working day.
- Projects, people and finances together
- Unlimited AI agents included
- Works with all connected AI tools