[ SME_RETAIL_&_DISTRIBUTION ]
Billing Workspace with an Embedded Copilot
What it is
A billing app where the assistant can actually operate the app, not just describe it.
[ THE_PROBLEM ]
Why this existed
Most "AI assistants" bolted onto business software can describe what a button does but cannot press it. The assistant becomes a worse version of the documentation.
[ WHAT_WE_BUILT ]
What we built
Customers, inventory with reorder points and suppliers, invoice creation with tax totals and automatic stock deduction, and payment tracking that updates invoice balances. Alongside it a sidebar assistant wired to the app's own actions — it reads live billing state and can create a customer, adjust inventory, raise an invoice, record a payment, or summarise billing health on request.
- Customer records and detail views
- Inventory with stock levels, reorder points, suppliers and pricing
- Invoice creation with tax totals and automatic stock deduction
- Payment tracking that updates invoice balances
- Dashboard for revenue, outstanding balance, low-stock SKUs and overdue invoices
- Sidebar assistant with read access to live state and write access to app actions
- Assistant can create customers, adjust inventory, raise invoices and record payments
[ HOW_IT_IS_USED ]
How a company uses it
A shop or small distributor runs billing by conversation ("invoice Sharma for 12 units, mark last week's payment received") while the dashboard keeps revenue, outstanding balance, low-stock SKUs and overdue invoices visible.
Built with
[ COMMON_QUESTIONS ]
Questions clients ask
What does it mean that the assistant can "use app actions"?
The assistant is given the application's own operations as callable tools, rather than being handed a text description of the UI. When you say "invoice Sharma for twelve units", it calls the same invoice-creation function the button calls — so the result goes through the same validation and produces the same records.
Is this safe to let loose on real financial records?
Actions run through the application's normal validation, so the assistant cannot create a state the UI could not. For production use we would add a confirmation step on destructive or high-value operations. This build is a demonstrator using local storage — the pattern is what transfers.
Could this pattern be added to our existing system?
Usually yes, if your system has a clean action layer or an API. The work is defining which operations the assistant may call, what the guardrails are, and how state is described to the model. That is typically a shorter project than rebuilding the underlying application.
[ RELATED_WORK ]
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