Boletos and invoices from your email, in order
Everything that arrived by email, sorted by due date, with the source of each one. What’s due tomorrow, Will flags today.
Will
Right now, you’re the one who serves clients, delivers and bills.
When you work on your own, you do it all: you serve clients, deliver, issue invoices and collect. Will takes care of the rest, at work and in your personal life: it answers clients, organizes boletos (bank slips) and invoices, reconciles your bank through Open Finance (regulated by Brazil’s Central Bank) and reminds you of anything left unanswered.
RRenataarchitect
Hey Will, chase the renovation client who didn’t pay the installment.
Willdone
Open FinanceSaw Tuesday’s installment never hit the account
GmailFound the amount and due date in the contract
WhatsAppChased the client, with your Pix key for instant payment
Done.Client chased. He promised to pay first thing tomorrow. I’ll check the statement tomorrow and let you know.
Example · Lume Casa (fictional), a home-goods online store with 38 people.
Today, without Will
Every back-and-forth becomes Will’s work.
This is the back-and-forth of an ordinary day. Will takes all of it on and tells you when it’s done.
Your day so far5back-and-forths
- Answered two clients before leaving the house
- Searched my email for a proof of payment
- Issued this month’s invoice between meetings
- Remembered Tuesday’s quote never got a reply
- Sorted the week’s boletos and invoices
Let me chase down the rest. You stay with the client.
What Will takes off your plate
Clients answered in your voice
Will answers clients by email and on WhatsApp, confirms when files arrive and books meetings on your calendar.
No email forgotten
Emails that need action become tasks, and Will reminds you of any client still waiting for a reply.
Work and personal life in one Will
Clients, bills and personal commitments in one place, each kept in its own space.
Bank reconciliation
Will reads your statement through Open Finance and matches it against what you received and paid.
Work with Will
Will inside the system you use
Will works on the screen you already use, does the work and records every step.
Support inboxInboxWaitingResolved
| From | Subject | Received | |
|---|---|---|---|
| Ana Paula R. | Where’s my order #1842? | 09:02 | |
| Marcos T. | Size exchange | 08:47 | |
| Casa Aurora | Invoice | yesterday | |
| Loja Bem-te-vi | Delivery date | yesterday | |
| Empório Sul | Copy of the boleto (bank slip) | yesterday | |
| Clara M. | Gift for the 12th | yesterday | |
| Ateliê Norte | Wholesale order | Mon |
7 of 31 open conversations‹ 1 2 3 … ›
Where’s my order #1842?
FromAna Paula R.
Order#1842 · Waiting on supplier
Last purchaseAugust
ReplypendingsentYouWill
History
09:02Ana Paula asked about the order
09:05Bia asked Will for the reply
09:06Will found the Têxtil Norte email
You work in the system, and Will stays beside you with the context.Will does it in the system and records every step. Browser inside Will
The features behind it
The parts of Will that do this work. Each one has its own page.
A day with Will
Example: Lume Casa (fictional), a home-goods online store with 38 people.
Today
R
Renataarchitect
Which boletos are due this week?
Will
Three, all in your email: the office rent, the design software and the print shop. The print shop’s is due tomorrow.
R
Renataarchitect
Did the renovation client reply about the quote?
Will
No. The last email was yours, on Tuesday. I just sent a follow-up in your voice, and I’ll tell you when he replies.
Example · fictional company and data
In the systems you already use
- Gmail
- WhatsApp
- Open Finance
Google Calendar
Pix
Use another system? If it has a login, Will uses it too. See all systems.
Frequently asked questions
Is Will for people who work on their own?
Yes. It takes care of work and personal life in one place: clients, boletos, invoices, the bank and your calendar, each kept in its own space.
Does it issue invoices?
Yes. Will uses the invoicing system you already have, whether that’s Bling, Omie or your city hall’s portal, and keeps every invoice organized. It also finds and organizes the invoices that arrive by email.
What about WhatsApp, where I talk to my clients?
Will works in WhatsApp too: it answers clients, confirms appointments and sends what they asked for, in your voice.
How do I get started?
Connect your email, WhatsApp and your bank through Open Finance, and Will starts with whatever takes up most of your time. To find the right plan for you, talk to sales.
Start with what you chase by hand.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.