When Laureo helps with quotes, invoices, and other billing work, it acts as you. It can never do anything your own role and seat could not do, and it stays inside your monthly AI credits. Within that boundary, the billing autonomy policy decides which low-risk actions Laureo may take on its own versus which it should propose for your approval first.

In the chat today, Laureo reads your customer invoices, the collections worklist and the aging report, and it prepares a quote, always on a card first. Creating or sending an invoice, a payment reminder or a refund is done on its own page: Laureo gives you a button that opens it.

For routine, low-risk, reversible work (drafting a quote, adding a catalog line, updating a note), the policy can let Laureo act and simply tell you what it did. For anything with more weight, it presents an approval card: you see exactly what it intends to do and approve or reject it before anything changes. The policy never grants an action you aren't allowed to take; it only chooses between "do it" and "ask first" for actions you already could do yourself.

Every line Laureo adds to a quote or invoice must come from your real catalog. It cannot invent an off-catalog product or a made-up price. The figures are snapshotted from the catalog price you actually maintain, so an AI-assisted quote is built from the same numbers you would have picked by hand.

Administrators set the billing autonomy policy in Settings → Company → Billing Autonomy, choosing which low-risk actions run automatically and which always wait for approval. The default is conservative: money-moving actions are strictly human-approved, and external sends always wait for a person. You can loosen the automatic side for routine work as your team builds trust in it.