Elorus
Your AI agent creates invoices, looks up client records, and retrieves billing history from Elorus while you focus on delivering work. Clients get instant answers about their statements. You get clean books without touching a spreadsheet.
Your AI agent operates Elorus like a dedicated bookkeeper, generating invoices, managing contacts, and pulling financial records on demand during client conversations.
Elorus
Real situations where freelancers and small business owners use AI agents to create invoices, answer billing questions, and keep Elorus data accurate without bookkeeping overhead.
You finish a consulting engagement and message your AI Agent with the project details. The agent looks up the client contact in Elorus, creates an invoice with the agreed-upon line items and payment terms, and emails it to the client directly. The invoice goes out within minutes of project completion. No switching to a billing app, no forgetting to send it next week.
A client in a different time zone asks about their unpaid invoices at 3 AM your time. Your AI Agent searches Elorus for invoices filtered by that client's contact ID and status, finds two outstanding items, and shares the invoice numbers, amounts, and due dates. The client gets answers immediately. You wake up to zero billing support emails.
A prospect approves your estimate after a quick chat. Your AI Agent retrieves the estimate details from Elorus, creates a matching invoice with the same line items and pricing, and sends it for payment. The entire sales-to-billing cycle happens inside one conversation. No spreadsheets, no copy-paste, no missed line items.
Elorus
FAQs
Yes. The agent supports the 'kind' parameter which accepts either 'invoice' or 'receipt' when creating documents. You can configure your agent logic so that B2B clients receive invoices while retail customers get receipts, all within the same conversation workflow.
When creating an invoice, the agent specifies the currency_id parameter matching currencies configured in your Elorus organization. If you invoice clients in EUR, USD, and GBP, the agent selects the correct currency based on the client's profile or conversation context.
Elorus requires two credentials: your API key (found in your User Profile) and your Organization ID (found under Settings, Organization). Enter both in the Tars dashboard when adding the tool. The agent uses these to authenticate every request to the Elorus REST API.
Yes. The Get Contacts endpoint supports full-text search across name, code, and VAT number. The agent can find a client by typing just their company name, then retrieve the contact ID needed for invoice creation. No memorizing IDs required.
No. The agent queries your Elorus organization in real time during conversations. Invoice details, contact records, and billing data are fetched live and used only to serve the current interaction. Tars does not maintain a separate database of your financial records.
The agent creates invoices with proper tax_category_id, series_id, and all required fields that Elorus uses for myDATA submissions. Since Elorus handles the actual myDATA transmission to AADE, your invoices created through the agent follow the same compliance path as those created manually.
The Elorus dashboard requires you to log in, navigate menus, and fill forms. Tars lets you create and send invoices during a client conversation. When a client says 'Send me the invoice,' the agent generates it, emails it, and confirms delivery, all without leaving the chat window.
Yes. The agent accesses separate endpoints for credit notes (filtered by contact, currency, and date range) and estimates (with pagination). You can ask the agent to pull a client's complete financial picture, including invoices, credit notes, and pending estimates, in a single conversation.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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