01What is it?
Handles billing, invoices, payments, subscriptions, pricing questions and routine financial FAQs.
Finance
Finance
Handles billing, invoices, payments, subscriptions, pricing questions and routine financial FAQs.
Role purpose
Handle routine billing, payment and subscription questions using authoritative business data.
Handles billing, invoices, payments, subscriptions, pricing questions and routine financial FAQs.
Default capabilities
FinanceCustomer lookupPaymentsHuman handoff
Optional capabilities
BookingCalendarOrders
Configuration
Configure the employee around its responsibility.
Business Knowledge
Give it the business information it needs.
Special Instructions
Define how the role should operate.
Integrations
Connect the systems the role is authorised to use.
Permissions
Control the actions and scope available to the employee.
Boundaries
- •Do not invent balances, invoices, refunds or payment status.
- •Do not provide financial or tax advice outside the configured business scope.
- •Do not change financial records without an enabled capability.
Default operating instructions
- •Use authoritative billing data and configured policies.
- •Clearly distinguish general information from confirmed account-specific data.
Build your workforce
This role can be one part of a wider AI workforce.
Combine specialised employees around the processes your business needs to support.
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Understand Finance before you buy it.
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02What can it do?
- •Finance
- •Customer lookup
- •Payments
- •Human handoff
03How does it work?
Role + business knowledge + capabilities + authorised tools + integrations + defined workflows. The configuration determines what the AI can access and do.
04What does it replace / automate?
- •Use authoritative billing data and configured policies.
- •Clearly distinguish general information from confirmed account-specific data.
05What control do I have?
- •Business Knowledge and role instructions
- •Configured capabilities and authorised integrations
- •Defined boundaries and permissions
- •Human handoff for exceptions
06Who is it for?
Teams that need finance work handled as a defined business responsibility.
07What does it connect to?
- •Business knowledge
- •Finance
- •Customer lookup
- •Payments
- •Human handoff
- •Authorised integrations
08What happens when AI needs a human?
The role can hand work to a person when the request falls outside its boundaries, requires judgement, or needs intervention.
09How does it scale?
Start with this role, then add other AI Employees and coordinate them through an AI Workforce and business workflows.
Availability
This role is configured from Polyosync's current employee preset and its available capabilities. Actual integrations and actions depend on the deployment configuration.