Invoicing Agent
Drafting INV-0241 · Northwind Logistics
SMB
Create an invoice for Northwind Logistics - 12 pallets, 30-day terms.
Ask the agent anything…⌘I
NewPayables Agent is now liveTurn your platform into the financial
Turn your platform into the financial
operating system for your SMBs.
Deploy receivables, payables and more to your SMBs. Live in days, not quarters.
NeobanksFintechsPayment Providers (PSP)Vertical SaaSMarketplacesBanksNeobanksFintechsPayment Providers (PSP)Vertical SaaSMarketplacesBanksNeobanksFintechsPayment Providers (PSP)Vertical SaaSMarketplacesBanks
Your Platform/Receivables
Ask agent anything…⌘K
Agent onlineActivity
Invoice paid · £18,420·Northwind LogisticsPayment terms being negotiated·Acme LtdReminder sent · 3 days overdue·Harper & CoReconciled £3,260·Helio StudioInvoice paid · £18,420·Northwind LogisticsPayment terms being negotiated·Acme LtdReminder sent · 3 days overdue·Harper & CoReconciled £3,260·Helio StudioInvoice paid · £18,420·Northwind LogisticsPayment terms being negotiated·Acme LtdReminder sent · 3 days overdue·Harper & CoReconciled £3,260·Helio Studio
Why Dolfin
Ship agentic financial ops to your customers in days - compliance and payments built in.
Before Dolfin
- 12–24 months of build before value.
- Heavy engineering lift.
- Ongoing regulatory risk.
- Distracts from core product.
- Scaling means rising internal cost.
With Dolfin
- Live in days, not quarters.
- Compliant agents, built in.
- Maintenance outsourced.
- Your team stays focused.
- Differentiate without hiring.
Architecture
Turn your platform
into a financial OS.
Your Platform
Dolfin
Live
Receivables
Agent
Live
Payables
Agent
Coming soon
Expenses
Agent
Coming soon
Payroll
Agent
Orchestrates multi-step financial tasks end to end - from invoice creation to payment and reconciliation, running autonomously in the background.
AI that understands financial context, with built-in guardrails to keep every action compliant and auditable.
BACS, SEPA, card or open banking from a single API - Dolfin routes every payment through the right rail automatically.
Built-in support for Peppol, MTD and regional e-invoicing standards - automatically applied and always kept up to date.
Benefits
Keep customers on platform.
Own the financial ops layer - own the customer, become their one-stop shop.
SMBsPlatforms
Improve cash conversion cycle.
Increase platform ARPU.
Reduce back-office overhead.
Deepen product engagement.
Consolidate financial tools.
Reduce SMB churn.
Increase liquidity predictability.
Become the one-stop shop.
Developers
Go live in days.
Three steps from connection to live customers. No re-platforming, no compliance build.
01 / 03
Connect your platform
REST APIs, SDKs and an MCP server connect Dolfin to your stack in days, not weeks.
02 / 03
Configure AI agents
White-label the experience, tune policies, map data and approval flows to match your product.
03 / 03
Launch to customers
Ship to your SMBs in under a week with full audit logs, observability and human-in-the-loop.
Security
Built for finance.
Compliance and audit are first-class citizens - not an afterthought we ship later.
SOC 2 Type II
In progress with continuous monitoring.
ISO 27001
Process underway. UK and EU data residency.
Encryption
AES-256 at rest, TLS 1.3 in transit.
RBAC + audit logs
Every agent action signed and logged.
Get started
Ready to launch your
financial OS?
30 minutes with our team. We'll walk you through a live sandbox, talk through integration, and share pricing.
