From context to a useful draft
Begin with the customer, the agreed work and the amount. Keep descriptions specific enough for someone outside your business to understand. A draft gives you a place to check the details before they are relied on. Ask your AI agent for help preparing documents, then compare the output with the actual agreement.
Keep the payment story separate
An invoice describes the amount billed. A payment record tells you what has been received. Preserve both perspectives when reviewing an outstanding balance, especially if a customer pays in parts. The invoice checklist explains how to check the document without confusing it with the settlement.
Your agent, your judgment
Eftheia brings an AI agent to accounting work. Use it to help prepare documents and find information, then review the result. Explain the task in the context of your own business, check important details and decide what happens next.
A clear place to begin
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