Daftra Agent that automates unpaid invoices, sales and stock checks
Payments & accounting daftra.com
A Katteb Agent prebuilt for Daftra that reads your Daftra web app and produces ready reports for finance teams and store managers. It is for business owners, accountants and retail operators who need an accurate list of unpaid invoices, a monthly P&L summary and a same-day sales and stock check.
What a Daftra agent does
The jobs people usually do here by hand. Tap one in the app and it becomes a plan.
- Open Daftra and list the unpaid invoices with the client name, amount and days overdue.
- Summarise this month's income and expenses in Daftra.
- Check today's sales and stock movements in Daftra and flag anything unusual.
Anything else you would do in this site by hand can be described in your own words: the planner turns it into a plan you approve before it runs.
What people use it for
List unpaid invoices with days overdue
Open Daftra, find all unpaid sales invoices, and return a table with client name, invoice amount and days overdue plus a screenshot of the Daftra page. Use it to prioritise follow-ups and produce an aged receivables list for your accountant.
Summarise this month’s income and expenses
Log into Daftra and extract recorded incomes and expenses for the current month, produce totals and a simple profit/loss summary, and include the Daftra screenshots that show the source entries. Use the summary for monthly bookkeeping and cash planning.
Check today’s sales and stock movements
Scan today’s sales and inventory movements in Daftra, flag items with unexpected negative stock or large deviations from average sales, and attach screenshots. Use the alerts to catch stockouts, pricing errors, or suspicious transactions before they affect customers.
Why it is worth it
- Screenshots of the Daftra pages so numbers are traceable
- Run once or schedule daily or weekly reports to your chat
- Charges billed by actual agent runtime; no hidden flat fees
- Works through a private browser session so you keep your Daftra login private
Questions people ask
How does the Daftra Agent access my Daftra account?
You sign into Daftra once in a private Chrome browser provided by Katteb. The Agent then clicks and reads the site like a human user and stops if a page requests your password. Katteb never receives your password and the browser session is private.
What will the agent read and deliver?
The agent reads the Daftra web interface you allow it to reach and returns structured data plus screenshots: unpaid invoices with client, amount and days overdue; this month’s income and expenses totals; and today’s sales and stock movement checks with any flagged anomalies.
Is running an automated agent safe for my Daftra account?
Automated activity inside a third-party account can carry a risk of restriction. The Agent imitates human actions and may be detectable; do not assume it is undetectable or guaranteed safe. Katteb includes safeguards and charges per run; review Daftra’s terms and use a dedicated service account where possible.
