finance-backoffice · agent
Billtray
Vendor bills out of the inbox and into the approval queue, coded
15 h/mo saved45 min setup
Included in Growth · $990/mo
microsoft-365
A connector in Productivity. Listing it here means a catalog slug resolves. It is not a partnership with Microsoft 365, and it is not a customer mark.
01 — Connection
Access and auth come from the catalog record. Object lists and connector setup minutes are not on that record yet, so they are not invented here.
| Fact | Value |
|---|---|
| Access | Read and write |
| Auth | OAuth 2.0 |
| Group | Productivity |
| Status | In the directory |
| Products | 10 products list this slug |
This connection can create or update objects in the customer's tenant of that system. Write is never a Slack ping. Which objects a given product actually mutates is on that product page.
Customers connect with OAuth 2.0. For OAuth grants, the customer can revoke the token in their identity provider or in the dashboard; the product then cannot act. An API key is pasted by a workspace admin and is revoked the same way: remove it at the vendor, then disconnect here.
Connector-level setup minutes are not on the catalog record. Products that list Microsoft 365 publish setup times from 30 to 90 minutes on their cards. Waiting on a vendor review is not stuffed into those numbers.
02 — Catalog / 10 products
Each card links to the product page. If a product is missing here, it does not declare this slug.
finance-backoffice · agent
Vendor bills out of the inbox and into the approval queue, coded
15 h/mo saved45 min setup
Included in Growth · $990/mo
industry-solutions · pack
The renewal submission packet, assembled, before a producer picks a market
16 h/mo saved70 min setup
Included in Scale · $2,900/mo
industry-solutions · pack
Eligibility and the prior-auth packet, sitting on the biller’s desk before the visit
16 h/mo saved90 min setup
finance-backoffice · agent
Past-due invoices get the email your AR clerk would have sent, on the day they said they would
10 h/mo saved30 min setup
Included in Growth · $990/mo
sales-revenue · workflow
CRM fields filled and duplicates merged, without a quarterly cleanup heroics day
12 h/mo saved45 min setup
Included in Starter · $290/mo
industry-solutions · pack
A new matter file the attorney can actually open, with the conflict worksheet already in it
16 h/mo saved75 min setup
Included in Scale · $2,900/mo
industry-solutions · pack
Milestone exceptions and missing PODs, named, before the customer asks where the freight is
16 h/mo saved50 min setup
Included in Growth · $990/mo
industry-solutions · workflow
Customer POs matched to the item master before anyone keys a sales order
14 h/mo saved50 min setup
Included in Growth · $990/mo
industry-solutions · pack
Client source documents in the organizer slots, with the missing-form list named
17 h/mo saved50 min setup
Included in Growth · $990/mo
sales-revenue · workflow
The first line written and the cadence started, from a list you already trust
12 h/mo saved50 min setup
Included in Growth · $990/mo
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