Automation
The repetitive parts of getting paid and paying out, chasing overdue invoices, routing bills for approval, letting an agent handle routine work, without you doing it by hand.
Follow-ups
The most-used automation. Wrenbase chases your overdue invoices on a schedule so you don’t have to send the awkward reminder yourself. The schedule runs from a heads-up shortly before the due date, through a nudge on the due date, and then a series of follow-ups as an invoice ages, out to a couple of months past due.
You can exclude specific clients, so a client who always pays on their own cycle never gets chased.
Automated follow-ups come with the paid plans, and higher plans add more stages, per-client control, and follow-up copy that adapts to the situation. See wrenbase.com/pricing for what’s included where.
Approvals
For businesses where more than one person signs off on a bill before it’s paid, approvals put each bill through a reviewer queue. A reviewer approves or declines with a note, and the bill shows where it stands. Depending on the setup, a bill can require one reviewer or two.
AI agents
Wrenbase agents are automation identities that can handle routine work inside your account, like preparing and sending invoices. Each agent runs inside the limits you set: what it’s allowed to do, how much it can spend, and a cap it can’t cross. You can pause any agent at once.
Agents never move money beyond the limits you’ve given them, and anything above those limits waits for you. The controls attach to the agent, so you’re always the one deciding how much rope it has.
Agent activity
The agent activity view is the record of what your agents have done and what they were stopped from doing. You can filter and search it, so you always know what ran on your behalf.
A visual builder for composing your own automations is on the way.
Related
Frequently asked questions
- How do automated follow-ups work in Wrenbase?
- Wrenbase chases your overdue invoices on a schedule so you don't send the reminder yourself. It runs from a heads-up shortly before the due date, through a nudge on the due date, and then follow-ups as the invoice ages out to a couple of months past due. You can exclude specific clients who always pay on their own cycle.
- Can I control what an AI agent is allowed to do in my account?
- Yes. Each agent runs inside the limits you set: what it's allowed to do, how much it can spend, and a cap it can't cross. Anything above those limits waits for you, and you can pause any agent at once.
- How can I see what my agents have done?
- The agent activity view is the record of what your agents have done and what they were stopped from doing. You can filter and search it, so you always know what ran on your behalf.