Invoice Answers Without The Chase.
Resolve billing questions with live invoice context surfaced inside Salesforce workflows
Surface live invoice history, line-item detail, and payment status from Dynamics 365 inside Salesforce so agents can resolve billing disputes on the first call — without chasing the finance team for context.
What's inside this demo
See Invoice Facts Instantly
- Live invoice detail and payment status from ERP inside Salesforce
- Agents verify charges without contacting the finance team
- Reply to disputes with accurate context from the first message
Filter Out Basic Questions
- Surface invoice history at the account and order level
- Reduce escalations by giving front-line agents full invoice visibility
- Cut average handle time on billing-related support cases
Use this video when
Support agent handling a billing dispute on a live call
Account manager resolving an invoice query before a renewal discussion
Finance team verifying invoice status for an account in review
CS team reducing escalations from billing-related inbound cases
Ready to see this in your Salesforce org?
Book a 45-minute session and we'll walk through this use case using your own data.
Last updated: April 2026