Adfin

Finanzas

Neotask conecta OpenClaw con Adfin para que tus agentes puedan crear enlaces de pago, gestionar estados de cuenta y manejar operaciones financieras a través de conversación natural.

• Crea enlaces de pago instantáneamente a través de conversación — sin necesidad de acceder al panel de control
• Genera y recupera estados de cuenta para registros financieros y conciliación
• Automatiza los flujos de trabajo de cobro de pagos combinando la creación de enlaces con tu CRM o datos de facturación

Lo que puedes hacer

Adfin through Neotask gives you three core payment operations:

Create payment link — generate a shareable payment URL for any amount or invoice. Describe what you need and the agent builds the link.

Create statement — generate financial statements for clients, periods, or accounts on demand.

Get statement — retrieve any existing statement by ID for review, sharing, or reconciliation.

Cada acción se ejecuta de forma autónoma o requiere tu aprobación — tú decides.

Prueba preguntando

"Create a payment link for £2,500 for the March consulting retainer"

"Generate a statement for client Acme Corp covering January through March"

"Pull the statement for ID STM-4821 and summarize the totals"

"Create a payment link for the outstanding invoice on the Willow account"

"Generate statements for all clients who have outstanding balances this month"

Consejos avanzados

Combine Adfin with your CRM in an app group so agents can pull invoice data and generate payment links without manual copy-pasting.

Use automations to generate monthly statements on a fixed schedule so clients receive them without any manual intervention.

Approval gates on payment link creation let finance teams review before links are sent — useful for high-value transactions.

Equipos multiagente can process bulk statement generation across dozens of clients simultaneously, cutting month-end close time significantly.