Quotes and invoicing
Quotes from your price lists, requests billing details and prepares the invoice for your approval.
- Template-based quotes
- Customer billing details
- Invoice ready to issue
Small and mid-sized businesses24/7 AIRemote service worldwide
AI agents for small businesses: the back office that runs itself
Quotes, invoicing, collections and HR paperwork handled by agents, with your team approving what matters.
An AI agent for small businesses is an artificial intelligence assistant that answers on WhatsApp, web and email, handles administrative tasks using your information and hands off to a person when needed. AppsySoftware designs it, trains it on your data and has it running within weeks, for small businesses in the US, Canada and Mexico.
⏱️ Every late reply is a customer comparing you with someone else. An AI agent answers in seconds, day and night.
The challenge for small businesses and how an AI agent helps
In a small business the same people sell, invoice, collect and hire. Administrative tasks —data entry, chasing payments, putting quotes together— eat up time that should go to selling and serving customers.
A back-office AI agent takes over those repetitive tasks: it builds quotes with your prices, requests billing details and prepares the invoice for your approval, sends payment reminders and answers staff's frequent questions. You decide what to automate first.
What's included
What an AI agent for small businesses does
Every agent is trained on your real information and rules.
Collections
Reminders before and after the due date, with a payment link and payment promise tracking.
- Staged reminders
- Payment link
- Accounts receivable report
Human resources
Candidate screening, onboarding documents and staff FAQs.
- Job applicant screening
- Onboarding files
- Answers about time off and payroll
Automated reports
Sales, collections and inventory summarized and sent every week.
- Reports via WhatsApp or email
- Variance alerts
- Data from your systems
WhatsApp, web and email
The agent answers on your WhatsApp Business number, on your website and by email.
- WhatsApp Business API
- Website chat widget
- Email inbox
Human oversight
You set the limits, review conversations and take over whenever you want.
- Approved responses
- Full conversation history
- Handoff to a person
What changes with an AI agent
No message goes unanswered
Messages at night, on weekends or while you're busy: every one gets a reply.
Your time goes to expert work
AI handles the repetitive tasks; you and your team focus on what takes judgment.
Follow-up that sells
Automatic reminders and follow-ups win back customers you used to lose.
Your questions, answered
Frequently asked questions
What should a small business automate first?
Whatever consumes the most hours and follows clear rules: usually quotes, collections or answering repetitive messages. In the free assessment we review your processes and tell you which one pays off fastest.
Does the agent issue invoices on its own?
It can prepare the invoice with the correct details and, if you authorize it, submit it through your invoicing system. We recommend having a person approve each invoice at the start.
Do I need to change my current systems?
No. The agent connects to what you already use —email, spreadsheets, invoicing software or ERP— as long as it allows reading or writing data.
How much does an AI agent for small businesses cost?
It depends on the channels, the tasks it needs to handle and the integrations with your systems. The assessment is free and you get a fixed-price quote within 24 hours.
Do you work with clients outside Mexico?
Yes. Our team is based in Mexico and works remotely with professionals and businesses across the country and abroad, in both English and Spanish.
Put AI to work in your business
Book a free 30-minute assessment: we'll tell you what to automate first and what it would cost.
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