Business_Agent

Invoices, Sales & Payments

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Now with Automated WhatsApp Follow-Ups. Schedule payment reminders, reduce late payments, and get paid faster. Run your business from your pocket. Business Agent is the all-in-one sales and cash flow management app built for freelancers, consultants, and small business owners who need to stay on top of customers, invoices, and payments, without the complexity of enterprise software. MANAGE YOUR CUSTOMERS Keep every client's contact, history, and payment status in one organized place. Add notes, track activity, and never lose context on a relationship again. TRACK SALES & PAYMENT STATUS Log every sale the moment it happens. See at a glance which invoices are paid, pending, or overdue. Filter by date, customer, or status so you always know exactly where your cash flow stands. SEND INVOICES Generate clean, branded PDF invoices in seconds and share them directly from the app via email, WhatsApp, or any channel your customer prefers. NEVER MISS A PAYMENT Payment Reminders lets you send personalized WhatsApp messages to customers with outstanding balances, pre-filled with the exact amount, due date, and a professional message in their language. Five languages supported: English, Spanish, Portuguese, German, and Chinese. AUTOMATE REMINDERS Set up Automation Rules to send reminders on a schedule you define, at the exact time you choose. BusinessAgent handles the follow-up so you can focus on the work. UNDERSTAND YOUR BUSINESS WITH REPORTS The report modules give you a real-time view of your business: - Dashboard: revenue, expenses, and net profit - Sales Performance: monthly trends and collection rate - Top Customers: ranked by revenue contribution - Products & Services: what's driving your sales - Expense Breakdown: categories and monthly trends - Payment Compliance: on-time vs overdue rate - Receivables Aging: overdue, due soon, and future - Inventory Value: stock cost, sale value, and low-stock alerts BUILT FOR HOW YOU WORK - Available in English, Spanish, Portuguese (Brazil), German, and Simplified Chinese - Dark mode fully supported - Works on iPhone and iPad - Clean, distraction-free interface designed for busy people Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

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Automated WhatsApp Reminders New Automation module lets you schedule payment follow up messages to send to your customers. Choose the customer, frequency (daily, weekly, monthly), time of day, language, and message template. A notification fires at the scheduled time with a "Send via WhatsApp" action, one tap and the message goes out.

The developer, Francisco Piedra, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • Francisco Piedra
Size
  • 5.5 MB
Category
  • Business
Compatibility
Requires iOS 18.0 or later.
  • iPhone
    Requires iOS 18.0 or later.
  • iPad
    Requires iPadOS 18.0 or later.
  • Mac
    Requires macOS 15.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 2.0 or later.
Languages
English and 4 more
  • English, German, Portuguese, Simplified Chinese, Spanish
Age Rating
9+
In-App Purchases
Yes
  • Annual Subscription $59.99
  • Monthly Subscription $5.99
Copyright
  • © Quarzein Technologies.