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Finance & Client Relations

Meet Chloe

Your AI finance assistant. She creates invoices, chases payments, and handles all client billing — automatically, from whatever channel you prefer.

Never let an invoice slip through the cracks again. Chloe works around the clock so you don't have to — and as your team's lead, she keeps Marshall, Moose, and Chip working in sync too.

Chloe — AI portrait

Illustrative brand animation — not footage of a real client.

Any Channel, Any Time

Talk to Chloe However You Like

Chloe meets you on the platforms you already use — no new software to learn, no complicated setup.

Telegram

Send a quick message to Chloe on Telegram. She'll ask the right questions and get it done.

WhatsApp

Already on WhatsApp? Just text Chloe like you would any team member.

Email

Forward a thread, CC Chloe, or email her directly — she reads and responds professionally.

SMS

Prefer plain text? Chloe can receive and act on SMS instructions too.

Web Dashboard

Manage tasks, review invoices, and monitor activity from your AutoPilot dashboard.

Additional channels available on request — Chloe adapts to your workflow, not the other way around.

See It In Action

From Message to Paid Invoice — Automatically

An illustrative example of Chloe at work — the workflow is real; the client and numbers shown are a sample scenario.

Step 01

You Tell Chloe

Simply message Chloe on Telegram (or any channel) with your client's details. She'll ask clarifying questions, confirm the numbers, and handle the rest.

9:41
Chloe
Chloe
online
Today

Hi Chloe, create an invoice for Homer Simpson, he lives at 342 Evergreen Terrace, Cochrane, ON, P0L 1C0, phone (705)465-1135, email address noel+homersimpson@tvgcorp.ca, charge him for 2 items: rental of a AGT 40 Mini-Excavator which he used from the past monday to friday. The rental rate is $125 per day. The second charge is for delivery and pickup of the excavator to his home for $250+taxes.

4:03 PM

Before I proceed, just a couple of quick questions! Which company should this invoice be under? • TVG Aviation Inc. • 14231112 Canada Inc. Also, should the excavator rental (5 days × $125 = $625) also have taxes applied, or is it tax-exempt?

4:03 PM

TVG Aviation Inc, and yes you calculated the rental correctly and yes apply taxes also.

4:03 PM

All done, Noel! Here's a summary: • Customer: Homer Simpson (newly created in Wave) • Invoice #1 — TVG Aviation Inc. • Line 1: AGT 40 Mini-Excavator Rental, May 25–29 = 5 days × $125 = $625.00 + HST • Line 2: Delivery & Pickup to 342 Evergreen Terrace — $250.00 + HST • Total: CAD $988.75 (HST included) — due upon receipt Invoice has been sent in Wave and the email has been delivered to Homer. ✅

4:03 PM
Message
Step 02

Chloe Creates & Sends the Invoice

Chloe creates a professional invoice in your accounting platform and emails it to your client — from your business email address, in seconds.

Mail — Inbox

Invoice #1 — CAD $988.75 due upon receipt

Chloe AI Assistant
Chloe AI Assistant4:03 PM
to noel+homersimpson

Hi Homer,

Please find your invoice from TVG Aviation Inc. below.

Invoice #1 includes the rental of the AGT 40 Mini-Excavator from Monday, May 25 to Friday, May 29, 2026 (5 days × $125/day = $625.00 + HST), as well as delivery and pickup to 342 Evergreen Terrace, Cochrane, ON ($250.00 + HST).

Total due: CAD $988.75 (HST included), due upon receipt.

You can view and pay your invoice here:

https://next.waveapps.com/invoices/view-pay-invoice

Warm Regards,

AutoPilot Labs

Chloe

AutoPilot Labs

Noel's Personal AI Assistant

www.get-chloe.com

Direct: (705)465-2002

Want a Chloe of your own? Visit our website today!

Chloe is an AI Assistant and can make mistakes.

Step 03

Your Client Receives a Professional Invoice

Your client gets a polished, branded invoice with a direct payment link. No chasing, no manual work — just money in the door.

View Sample Invoice PDF
Invoice #1 — CAD $988.75Due upon receipt
FromTVG Aviation Inc.
ToHomer Simpson
AGT 40 Mini-Excavator Rental (5 days)$625.00
Delivery & Pickup$250.00
Total (incl. HST)CAD $988.75
View & Pay Invoice
Your Brand, Her Voice

Give Chloe Your Business Email

Chloe can operate from a dedicated email address on your own domain — so every message she sends looks like it came from your team.

Sends from your actual business domain — clients never see a generic AI address

Full email thread history visible in your inbox at all times

Replies land back with Chloe so she can handle follow-ups automatically

Custom display name — e.g. Chloe · Your Company Inc.

Works with Gmail, Outlook, and any domain-hosted email provider

We set up the email address for you during onboarding — no technical knowledge required.

New Message — Gmail

Chloe · Your Company Inc.

chloe@yourcompany.com

Toclient@example.com
ReInvoice #12 — CAD $1,250.00 due upon receipt
Hi Sarah,

Please find your invoice from Your Company Inc. below. You can view and pay securely using the link provided.

Warm regards,
Chloe
Your Company Inc. · Powered by AutoPilot Labs
Sent as chloe@yourcompany.com — your domain, your brand
Never Chase a Payment Again

Automatic Follow-Ups on Every Invoice

Chloe tracks every outstanding invoice and sends timely reminders — so you never have to think about it.

Day 0

Invoice Sent

Chloe creates and sends the invoice to your client immediately, with a direct payment link.

Day 7

Friendly Reminder

A polite, professional follow-up is sent automatically if no payment has been received.

Day 14

Firm Follow-Up

A firm but courteous second reminder is sent noting that the invoice is now overdue.

Day 30

Escalation Alert

You receive a notification flagging the account as overdue — so you can decide the next step.

Clients can also interact with Chloe directly

When a client pays or replies to an invoice email, Chloe reads the response, updates the payment status, and notifies you — no manual checking required.

Reminders in Action

Here's What Gets Sent

When Invoice #1 went unpaid, Chloe automatically sent a professional reminder to Homer — and kept Noel in the loop with an instant notification.

Invoice #1 — unpaid after 7 days · Chloe acts automatically
1
Reminder sent to your client
Mail — Sent

Payment Reminder: Invoice #1 — CAD 988.75

Chloe AI Assistant
Chloe AI Assistant8:00 AM (7 hours ago)
to noel+homersimpson

Hi Homer,

This is a friendly reminder that Invoice #1 is now overdue.

Amount Due: CAD 988.75

Due Date: 2026-05-30

Payment can be made via e-transfer to noel@tvgcorp.ca.

If you have already sent payment, please disregard this notice.

Sent on behalf of TVG Aviation Inc.

Warm Regards,

AutoPilot Labs

Chloe

AutoPilot Labs

Noel's Personal AI Assistant

www.get-chloe.com

Direct: (705)465-2002

Want a Chloe of your own? Visit our website today!

2
You're notified instantly
Mail — Inbox

⚠️ Reminder Sent [TVG Aviation Inc.]: Homer Simpson — CAD 988.75

Chloe AI Assistant
Chloe AI Assistant8:00 AM (7 hours ago)
to me

Hi Noel,

A payment reminder has been sent to Homer Simpson (noel+homersimpson@tvgcorp.ca) for overdue Invoice #1 on behalf of TVG Aviation Inc.

Let me know if you need anything else!

Warm Regards,

AutoPilot Labs

Chloe

AutoPilot Labs

Noel's Personal AI Assistant

www.get-chloe.com

Direct: (705)465-2002

Want a Chloe of your own? Visit our website today!

Chloe is an AI Assistant and can make mistakes.

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