Explore six skills on the same ORBITVALUE™ Revenue Agent platform. Select your workflow, then scope the integrations, controls and first pilot.
6 solutions
Missing documents, completeness checks and client reminders.
Receive a client file → check completeness → request missing items → flag exceptions.
Client document checklist, approved reminders and repository access.
Document repository, email and client system.
Ambiguous or sensitive documents go to the workflow owner.
Invoice checks, payment status and outstanding items.
Read invoice → check records → update status → route discrepancies.
Invoice records, matching rules and accounting access.
Accounting system, email and approved payment status data.
Your finance team approves corrections and payment actions.
Approved reminders and dispute routing.
Check account → apply approved reminder rules → record response → route disputes.
Contact permissions, account records and approved communication policies.
Receivables platform, CRM and approved communication channels.
Disputes and payment arrangements require a person.
Quotes, renewals and scheduling that keep clients moving.
Identify open item → send approved follow-up → capture reply → schedule next step.
Quote or renewal stages, templates and scheduling rules.
CRM, email and calendar.
Pricing, coverage advice and commitments stay with your team.
Backlog summaries, exceptions and action lists.
Read approved records → summarize backlog → identify exceptions → prepare action list.
Agreed metrics, system access and reporting owners.
CRM, accounting and reporting tools.
Managers review material findings and decide next actions.
Audit records organized for supervisor review.
Collect records → check required evidence → prepare review pack → flag gaps.
Evidence requirements, permissions and supervisor review criteria.
Approved document stores and activity logs.
Supervisors make compliance decisions; this skill supports preparation.
First 1–2 agents: indicative $25K–$50K project. Software and support scoped separately. Start with an assessment →
START WITH ONE WORKFLOW
AI prepares. The workflow controls. Humans decide.
