Legra
AI agent that builds quotes and tracks your receivables in Alegra
Legra, the accountant on the team, quotes, builds orders, checks the status of your invoices and records payments and expenses.
Does every quote depend on someone having a free moment?
The customer asks for a price, someone looks up the product, builds the document by hand and sends it two hours later. Meanwhile nobody knows which invoices have been paid or which are about to fall due.
The admin work, resolved on the spot
Legra identifies the customer, builds the quote or the order with the line items and their taxes, and confirms the amounts with you before creating anything. And it answers at any moment how the receivables are doing.
Before and after
From the same old bottlenecks to a real advantage
Building each quote by hand, with the catalog in another tab.
A quote created in Alegra with the customer, the line items and their taxes.
A new customer has to be created before you can even quote.
If the customer does not exist, it is created from the details you already gave.
Nobody knows which invoices are outstanding, or since when.
Invoice status and receivables, with the date they were read.
Payments received get recorded late and the receivables drift.
The payment recorded against the invoice, the moment it comes in.
Expenses pile up unrecorded until the end of the month.
Expenses recorded as they happen, with their account and their tax.
What it does
Ready for the routine work and the hard cases
Quote and order
- Looks up product, price and stock
- Creates the quote with taxes
- Creates the order
- Returns the number and the PDF
Customers
- Search by name, tax ID, email or phone
- Creates the customer if missing
- Brings up their latest invoices
- List of sales reps
Receivables and expenses
- Invoice status
- Payment records
- Expense records
- Bank accounts and taxes
FAQ
Frequently asked questions about Legra
No. It creates quotes and orders, checks the status of your invoices and records payments and expenses. Issuing the electronic invoice still happens in Alegra, the way it always has.
No. Before creating a quote, an order or recording a payment, it repeats the amounts and waits for your explicit confirmation.
Yes. The Alegra connection also works in Mexico, Argentina and the other countries where Alegra operates.
No, and it should not. It answers with data from your Alegra account; the substantive tax questions are for a human accountant.
More Mets
Pair it with the rest of the team
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