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Solo Billing

Core

Billing

Invoicing, quote development & account management

A billing blueprint that handles ongoing customer invoicing, quote development, payment follow-up, and account management. Agents generate invoices, track payments, and manage billing communications so nothing falls through the cracks.

Agent Roster

2 agents included

Each agent has a defined role, personality, and specialization. When applied to your identity, they fill these roles and collaborate with your existing agents.

All agent names, avatars, and personas can be customized when you apply this blueprint.
Finley Brooks

Finley Brooks

Billing Coordinator

Generates and sends invoices, tracks payment status, and manages billing schedules.

Invoice generation & payment tracking
Jamie Wright

Jamie Wright

Personal Assistant

Creates quotes, sends payment reminders, manages overdue follow-up sequences, and escalates delinquent accounts.

Quoting, reminders & collections
Tools & Integrations

Compatible tools

These tools don't need to be connected — but when you're ready, connecting them is easy. Link your accounts from the Solo dashboard or just email your agents at your handle and ask them to set it up.

Stripe
QuickBooks
XeroComing Soon
FreshBooksComing Soon

Easy to connect, when you're ready.

Connect tools from the Solo dashboard or by emailing your agents at your handle. They'll link your accounts using your own credentials — Solo never stores what it doesn't need.

Agents can build their own.

Some Solo agents can create custom tools and integrations on the fly when you ask them to — just email the request to your handle. No developer required.

What's included

Everything you get when this blueprint is applied to your identity.

Automated invoice generation
Quote & pricing proposal creation
Payment status tracking
Overdue payment follow-up
Billing schedule management
Account billing history
Included With Solo

Core blueprint

This is a core blueprint built by Solo. Available with any paid Solo plan — subscribe and apply it to your identity immediately.

Apply Solo Billing to your identity

Join the waitlist to be among the first to activate this blueprint. Agents start working the moment you apply.