Payments & invoicing
Explore payment links, online invoices and payment tracking suited to your business and customers.
- Review payment acceptance needs
- Organize invoice and payment workflows
- Help with approved account setup and handoff
THE TOOLS BEHIND YOUR BUSINESS
Business solutions.
Configured for your operations.
Choose practical systems for getting paid, handling calls and keeping everyday work organized—with BrightBree support to bring the pieces together.
WHERE WE CAN HELP
Tools that support
your daily operations.
Start with the work you need done.
Choose the tools around it.
Contractor payment workflows
Bring contractor onboarding, W-9 requests and payment records into a clearer routine.
- Organize contractor information
- Map approvals and payment schedules
- Connect payment records with bookkeeping
AI receptionist & call handling
Explore help answering routine questions, collecting messages and routing callers to the right next step.
- Plan greetings and business FAQs
- Define message and escalation routing
- Test the agreed call flow before launch
Office systems & setup
Make scheduling, forms, document collection and follow-up easier to manage.
- Choose tools around existing processes
- Build practical checklists and handoffs
- Scope ongoing administrative support
TOOLS TO EXPLORE
Recommended platforms.
Practical setup support.
Recommendations depend on your business,
your customers and the work involved.
Referral disclosure: BrightBree may earn a commission when you sign up through a referral link on this page.
AI RECEPTIONIST & CALL HANDLING
Retell AI
A voice AI platform to explore for business call handling. BrightBree can help scope the receptionist, prepare business information, configure the agreed workflow and test message routing.
Platform charges and BrightBree setup or support fees are separate. We agree on scope and review the provider’s current costs before activation.
The button below is a BrightBree referral link.
Explore Retell AI ↗Have a workflow in mind? Ask about call-handling setup.
PAYMENTS & INVOICING
Melio
A payment platform being evaluated for business payment acceptance and contractor payment workflows.
We can discuss your needs and check the provider’s suitability, payment methods, delivery timing and fees. Financing, where offered, is subject to separate provider eligibility and approval.
BrightBree is preparing its Melio partner application. A Melio referral link is not available yet.
Discuss payment solutions ↗FROM QUESTION TO WORKING ROUTINE
Practical help.
A clear scope.
One-time setup or ongoing support,
quoted around the work you need.
- 01
Understand the need
Review your current process, users, customers and priorities.
- 02
Check the fit
Compare the relevant features, costs and provider requirements.
- 03
Set up & test
Help configure the agreed tools with your authorization and test the workflow.
- 04
Hand over & support
Provide practical instructions and agree on any ongoing administrative help.
LET’S FIND YOUR NEXT STEP
Discuss your
business requirements.
Tell us what you want to improve, which tools you already use and who needs access. We’ll discuss a practical starting point and provide a quote before work begins.
Email BrightBree Back Office ↗Website and dashboard development is available through BrightBree Studio.