Chasing overdue invoices
Sarah Chen, bookkeeper at Acme Ltd, asked which customer invoices were overdue. Memtro listed them with customer, due date and balance still owed.
Billy + Memtro
Which customer invoices are overdue, and what do we still owe suppliers?
Billy shows you the books of a Danish small business: invoices and credit notes with balances and overdue status, and supplier bills. Memtro also reads customers and suppliers, products and prices, the chart of accounts and tax rates. When asked and granted, it can create and edit contacts, and create, edit or approve draft invoices and credit notes. It can email an invoice to a contact person, send it as an e-invoice, or delete a draft. It can also record or void a payment, create and approve bills, and manage products. Each token belongs to one company only.
In Memtro
What you can do with Billy in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Billy tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists invoices and credit notes with customer, dates, state, amount, VAT and balance, and reads one with its lines.
- 02Lists supplier bills with state, amount, VAT and balance owed, plus customers and suppliers without addresses or phone numbers.
- 03Reads products and prices, the chart of accounts and VAT rates.
- 04When asked and granted, creates or edits contacts and draft invoices or credit notes, or approves a draft into the books permanently.
- 05When asked and granted, emails an invoice to a customer's contact person, or sends an approved one as an e-invoice. Neither can be unsent.
- 06When asked and granted, records or voids a payment, creates and approves supplier bills, or creates and edits products.
Acts when asked
When you ask it to
These tools change something in Billy. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a contact (customer or supplier)
- 02Edit or archive a contact
- 03Add a contact person to a contact
- 04Create a draft invoice or credit note
- 05Edit a draft invoice's message, terms or attention
- 06Approve a draft invoice into the books (permanent)
- 07Email an invoice to a contact person (the customer receives it)
- 08Send an approved invoice as an e-invoice by GLN (the receiver gets it)
- 09Delete a draft invoice (permanent)
- 10Record a payment against an invoice or bill
- 11Void a payment (permanent)
- 12Create a draft bill
- 13Approve a draft bill into the books (permanent)
- 14Create a product with prices
- 15Edit or archive a product
In practice
Ask it like you would a colleague
Once Billy is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Billy + MemtroWhich invoices are overdue?
What do we owe suppliers this month?
What lines are on invoice 1042?
What is the unit price of the consulting day product?
Create a draft invoice for Northwind for two consulting days.
Recording a payment
Dan Fletcher, owner of a small design studio, asked Memtro to record a bank transfer against invoice 1042. With the action granted, Memtro booked the payment, and the invoice's balance in Billy showed it as paid.
Teams
Where it fits
The teams that lean on Billy most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Billy is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesBilly with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesBilly with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesBilly with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportBilly with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportBilly with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportBilly with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatBilly with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatBilly with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatBilly with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Chargebee
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
Airwallex- Invoice Ninja
Maxio- Moneybird
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Soldo
Spendesk- Firefly III
Lago- Medusa
- Braintree
Recharge- PrestaShop
Katana
Chaser
Unleashed- Ecwid
Printful- SumUp
Orb
Quaderno
Donorbox
Avalara AvaTax
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withAccess token
- 1
In Billy, open Settings → Access tokens → Create access token at mit.billy.dk and name it Memtro. The token never expires and has no scopes.
- 2
Open Connections → Billy in Memtro and paste the Access token. A second company needs its own token and connection.
- 3
An administrator grants actions such as approve an invoice or email an invoice by name to the teams that may use them.
- 4
Ask which invoices are overdue.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Billy tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Billy?+
Only when you ask, and only what it has been granted: create a contact (customer or supplier); edit or archive a contact; add a contact person to a contact; create a draft invoice or credit note; edit a draft invoice's message, terms or attention; approve a draft invoice into the books (permanent); email an invoice to a contact person (the customer receives it); send an approved invoice as an e-invoice by GLN (the receiver gets it); delete a draft invoice (permanent); record a payment against an invoice or bill; void a payment (permanent); create a draft bill; approve a draft bill into the books (permanent); create a product with prices; edit or archive a product. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Billy connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Billy data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Billy?+
Access token. In Billy, open Settings → Access tokens → Create access token at mit.billy.dk and name it Memtro. The token never expires and has no scopes.
Connect Billy in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.