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Billing and reporting without the busywork

Blokk sends payment links, logs and reconciles invoices, chases overdue accounts politely on any channel and drafts your recurring reports from live data. Every number ready for your team's approval before it goes out.

Payments Agent

Get paid faster

Sends Stripe payment links inside the conversation and confirms the moment money lands.

  • In-chat payment linksQuotes turn into Stripe links the customer pays on the spot.
  • Auto-reconciliationInvoices logged to your sheets and systems as they happen.
  • Recurring reportsWeekly and monthly reports drafted from live data.

Customer

Can you send me the invoice for March? We're closing books.

BlokkBlokk

Of course, here's invoice #M-2024-03 for $2,450, due on the 15th. I can also send a payment link if you'd like to settle it now.
Invoice sent · Ledger updated
BlokkFinance AgentAutopilotRunning
220 invoices / monthLive ledger12 integrations
Payment link sent, paid in 4 min
Invoice logged and reconciled
Payment reminder sent to overdue client
Monthly report drafted for review
Report emailed to leadership

Secure AI for Finance

Blokk helps teams automate work securely, at scale, and within their own controls, so you ship AI without giving up governance.

  • Payment links inside the conversation
  • Gentle, automated collections
  • Reports without manual pulls
  • Every number approved by your team
Talk to an AI expert

See AI agents in action

Tell us what you'd like to automate and we'll show you a tailored agent built for your team in days, not months.

  • SOC 2 Type II, GDPR and HIPAA-ready
  • On-premise and private cloud deployment
  • Built-in governance and analytics
  • White-glove support from AI experts
SalesforceSalesforce
HubSpotHubSpot
SlackSlack
StripeStripe
ShopifyShopify
NotionNotion
AtlassianAtlassian
ZendeskZendesk
IntercomIntercom
TwilioTwilio
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Use cases collection

25+ AI agents for Finance

Explore real-world AI agent use cases helping teams reduce manual tasks, speed up decisions and run smarter, more scalable operations.

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Blokk

AI Agents: 25+ use cases for Finance

Platform

The AI agent platform

Automate work end to end with AI agents that analyze data, act securely and plug into the tools your team already uses.

Visual flow builder

Design how your agent thinks with drag-and-drop nodes. Changing its behavior takes a sentence, not code.

Unified inbox

Every WhatsApp and Instagram conversation in one place. Take over any chat with a tap and the bot pauses instantly.

Built-in CRM

Every lead on a kanban with custom fields, full history and an audit trail of every status change.

Scheduled campaigns

Crons, follow-up ladders and reminders that fire on time. The routine layer of your operation, automated.

The Brain

An org-level assistant that knows every workspace and answers questions about your whole company in seconds.

Roles & governance

Per-workspace permissions, masked credentials and human approval wherever you want it.

Integrations

Bring agentic AI to your stack

With thousands of integrations, agents built on Blokk can read, write and execute tasks inside the systems you already use.

Salesforce
Airtable
SharePoint
Gmail
Slack
WhatsApp

FAQ

Frequently asked questions

About AI agents and the Blokk platform.

Agents are AI workers that follow your playbooks. They read context, decide on an action and execute it across your tools, with a human in the loop wherever you want one.

Get started

Ready to give your development a brain?

Book a demo and we'll show you Blokk working on your own deals — your inventory, your buyers, your lenders and your schedule — with agents built for how you develop.

Book a demo