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Skode -- AI-powered CRM and messaging platform
account_balanceAI Connectors for Finance

Revenue Answers in Seconds

Ask ChatGPT, Claude, or Gemini about invoices, receivables, revenue breakdowns, and billable hours. Finance data on demand.

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See It in Action

Real queries a finance professional might ask through their AI assistant.

Example Queries

What is our accounts receivable aging?

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Total AR: $234,500. Current (0-30 days): $156,200. 31-60 days: $48,300. 61-90 days: $22,000. 90+ days: $8,000. 3 accounts flagged for collection.

Modules:databaseInvoicesdatabaseReports

Built for Finance Teams

Every query pulls from your live CRM data — invoices, payments, time tracking, and reports.

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Invoice Management

Query open, overdue, and paid invoices. Create new invoices and draft follow-up reminders through natural language.

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Revenue Queries

Get revenue breakdowns by product, period, client, or custom segment. Compare across quarters with a single question.

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Accounts Receivable

View AR aging reports, flag accounts for collection, and track payment histories through conversational queries.

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Time-Based Billing

Query billable hours by project, team member, or period. Calculate invoiceable amounts at blended or custom rates.

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Frequently Asked Questions

Streamline Finance with AI

Connect your favorite AI assistant to Skode CRM and get instant answers about invoices, revenue, and billing.

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timer60-second setup
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