Pacioli.
Your billing
agent.
Your AI billing agent. Pacioli knows when to invoice from your billing rules and customer records, or acts when you or another agent asks. It sends the payment link and keeps payment status connected to your CRM and Growth Control.
Mercury & Stripe connected · PayPal on request
Knows when to bill.
Ready when you ask.
From an agreed job to a payment recorded in your CRM.
Pacioli can start the billing process itself when your rules say an invoice is due. You can also ask it to bill a client, or let Figaro or another agent pass on the request. Both routes lead to the same invoice and payment page.
The customer receives the invoice by email, a payment link by SMS, or a link your team can share in the conversation. When the payment comes in, the status returns to Pacioli, Growth Control and the customer’s CRM record.
This is the full flow we configure for your business. Delivery channels and automatic updates depend on the connections enabled in your installation.
One job.
The whole billing flow.
Deposits, final balances, full payments and one-off work — all connected to the right customer.
- Bill at the right moment
- Pacioli uses your billing rules and customer records to determine when an invoice is due. It can start the process itself or prepare an invoice when you or another agent asks. Invoices follow your approval rules.
- Create the invoice
- A deposit, final balance or custom invoice for consulting and other work. Use the agreed amount from the CRM, or provide the customer and items yourself.
- Send it where it’s convenient
- An invoice by email, a payment link by SMS, or a link shared in the customer’s existing conversation. Figaro and your team can keep the conversation moving.
- Let the customer pay
- The customer opens the payment page and pays by card, ACH or wire transfer, where supported by your payment provider and account settings.
- Keep everyone updated
- Payment status stays with the invoice and customer record. You, Pacioli and the rest of Growth Control can see what’s paid and what still needs attention.
From “send the invoice”
to “payment received.”
Explore a fictional $600 deposit. This example shows the complete flow; it sends nothing and creates no real invoice.
“Send a $600 deposit invoice.”
Pacioli prepares the invoice for Example Studio, including the amount, service and payment terms. You review it before it is issued.
Works with the way
your business gets paid.
Mercury and Stripe are connected. Choose the service that fits your business. Pacioli keeps the same job: create the invoice, provide the payment page and bring back the payment status.
PayPal can be added on request. We can also scope other banks and payment services with a suitable integration.
Your customer chooses from the methods you offer. Cards, ACH and wire transfers depend on the provider, country, currency and payment settings. Processing fees belong to the payment service.
Paid, unpaid or overdue.
Everyone sees the same answer.
When a customer pays, the payment provider confirms it. The update goes back to the invoice, CRM and Growth Control — so your team can stop chasing a paid invoice and move the job forward.
You get the update too, through the notifications configured for your business. Figaro can use the same status when talking to the customer.
Mercury and Stripe integrations are confirmed. The first installation is rolling out; automatic delivery, notifications and CRM updates are enabled and checked per setup.
A few useful details.
Does Pacioli work on its own or wait for a request?
Both. Pacioli determines when to invoice using your billing rules and customer records. You or another agent can also ask it to create an invoice. Your invoice approval rules apply in either case.
Can I bill for something outside a sales deal?
Yes. You can provide the customer, items, amounts and due date for consulting or one-off work. The invoice stays linked to a contact, company or deal in your CRM.
Does Pacioli choose the price?
You or your sales process decides the price. Pacioli puts the agreed amount on the invoice and follows your approval rules.
Does every customer need a new account?
The customer receives an invoice and payment link. The payment service handles checkout and any verification required for their chosen payment method.
Can we keep our existing bank or payment service?
Mercury and Stripe are already integrated. PayPal can be connected on request. For another service, we first confirm that its invoice, payment-page and payment-status connections support the flow you need.
Less chasing invoices.
A clearer view of payments.
Tell us how you bill, where customers pay and which CRM you use. We’ll connect the steps around your business.
Discuss your billing process