Enterprise · Microsoft 365 · Finance & Billing

The AI inbox operator for your finance & billing team

Triage every email, route obvious cases automatically, draft grounded replies from your own policy docs, and escalate disputes to humans — without touching a line of code.

5 AI-processed emails free · No credit card required

AES-256-GCM token encryption
Human approval before every reply
Microsoft Graph API · delegated auth
No email sent without your consent

What it handles

Everything your shared mailbox throws at you

Inbox OS handles the volume so your team handles the decisions.

Payment & invoice questions

AI drafts a grounded reply from your billing FAQ. A human reviews it before it sends — always.

Automatic folder routing

Rule-based routing runs before the AI. Billing emails always land in the right folder without LLM overhead.

Disputes, legal & complaints

Any email matching dispute or legal patterns is immediately escalated to your team. Never auto-replied. Never delegated.

Bounce & NDR filtering

Delivery failure notifications are classified and silently removed from the review queue. Zero noise.

How it works

Up and running in one afternoon

No workflow builder, no prompt engineering. Four clear steps and you're live.

01

Connect your Microsoft 365 mailbox

Authorise with your Microsoft account in minutes using standard OAuth 2.0. No admin privileges required. Delegated permissions only.

02

Add your policy docs to the knowledge base

Paste your billing FAQ, payment terms, and refund policy in plain text. The AI indexes them and uses them to ground every reply it drafts — no hallucinations.

03

Set 3–5 routing rules

Define simple rules: Subject contains "invoice" → Billing folder. Body contains "dispute" → Escalate to human. Rules run before the AI — fast, deterministic, zero tokens wasted.

04

Review, approve, and send

Every AI-drafted reply waits in your review queue. You approve it before it sends. Inbox OS never sends anything without explicit human approval.

Best practices

Set it up right and it runs itself

Knowledge base

  • Write short FAQ-style Q&A documents
  • One answer per question — keep them focused
  • Use the exact words your customers use
  • Be specific: "Net-30 from invoice date" not "a few weeks"
  • Keep each doc to one topic for better retrieval accuracy

Automation rules

  • 3 to 5 rules maximum — let the AI handle nuance
  • Route obvious patterns: "invoice" → Billing folder
  • Always escalate legal, dispute, complaint keywords to humans
  • Use OR logic for escalation rules to catch all variants
  • Keep conditions specific to reduce false matches

Ready to clear your billing inbox?

Start with 5 free AI-processed emails. No credit card, no setup fees, no code.

Enterprise-grade encryption · Cancel anytime