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Recurring Billing & Collections
Recurring billing and collections for businesses that charge clients every month: funeral and health plans, memberships, condos, schools, gyms, utilities and service…
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FinanceVerified
Automated Accounting System template
Run the books for a small business in one place: record transactions or import your bank export, send and track invoices, scan receipts, reconcile bank statements and download profit & loss, balance sheet and aging reports.
by AgentUIUpdated November 13, 2026
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What's inside the Automated Accounting System template
- Every Monday the app can email you the invoices that are past due.
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Questions about this template
Something else? Talk to a person and we'll reply within a day.
Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
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