Lister AI · Operation

Ask for it.
Lister builds it.

Type a sentence or upload a document. Lister builds the project, quotation, sales order or purchase order from your own customers, vendors and prices, and answers anything about your cash, customers or projects.

Try Lister freeBook a demo

Included in every Paylists plan · Works in English, French and German

ListerNew purchase order
Order 40 steel brackets from Rivet Components at the usual price.
Drafted with Rivet's agreed rate and Net 30 terms. Once approved, it shows in your payments forecast.
PO10000019Draft
VendorRivet Components
Steel brackets · 40 × €2.10€84.00
TermsNet 30
Total€84.00
Review & sendEdit
Link it to the Harbour Dental project.
Linked to PR-0042 · Clinic fit-out. It now counts against the project budget.
Ask Lister…
Lister, the Paylists assistant
The problem

Admin shouldn't take longer than the work.

Every quote, order and project starts the same way: find the customer, look up the prices, work out VAT, type it all in again. Lister does that part from one sentence.

Before

Hours lost to admin

Evenings spent building quotes and orders by hand, instead of doing the work you get paid for.

With Paylists

Describe it in a sentence and Lister drafts the document. Much faster than filling in forms.

Before

Typos in prices and VAT

Copying figures between documents is where the wrong rate, the missing line and the old price creep in.

With Paylists

Lister takes customers, prices and VAT straight from your records, so drafts are more accurate from the start.

Before

Answers buried in reports

Who owes you, what's due this week, which project is slipping: the answer is there, but finding it takes an afternoon.

With Paylists

Ask Lister in plain words and get the figures and the documents behind them.

01 · Start from a document

Hand Lister the brief. Get the plan.

Upload a customer's letter, a brief, a quote or a plan. Lister reads it, asks about anything missing with a recommendation for each, then builds the phases, work packages, team and schedule.

  1. UploadPDF, Word or pasted text. Or just describe the work.
  2. Lister asksCustomer, project code, areas, schedule. Each question comes with a recommendation.
  3. You accept or changeOne click per answer. Nothing is built until you continue.
  4. The plan is builtPhases, work packages, owners, timeline, dependency network and status board.
Before I build the plan · 1 of 4 answeredAccept all recommendations
Project codeNo project code in the document. Use S-00004?
We recommend · S-00004Accepted
CustomerWhich customer is this project for?

The document doesn't name one.

Pick a customer
AreasThe document names 8 floors. Create them as the project's areas?
Floor 1Floor 2Floor 3Floor 4Floor 5Floor 6Floor 7Floor 8
We recommend · Create 8 areasAcceptNot now
ScheduleSchedule it as the document shows?

Finish on 29 Mar 2030. Each work package waits for the one before it.

We recommend · As the document showsAcceptChange
Watch · 1 min 50

See Lister build a project from a brief.

02 · Your day

Open Paylists. Lister has already looked.

Each morning Lister checks your projects, documents and cash flow and lists what needs you: a project running late, work nobody owns, a contract without a reply, the day your cash is lowest. Each item has the next step attached.

4 things need you today.

Cash is lowest at €1,240 on 17 Oct.

Clinic fit-out · Harbour Dental6 days past the planned finish
Ask Lister
Riverside Office Refit3 work packages with nobody responsible
Assign
CT10000021 · Northside Studio retainerSent 7 days ago, no answer yet
Follow up
INV20000031 · Northside Studio9 days overdue · €1,450.00
Remind
What's late, and who owes it?What do we pay this week?Which projects are at risk?
03 · What Lister builds

Four documents. One request each.

Lister fills in what it knows from your records and asks when something is missing. You get a draft to check, edit and send.

Quotations

“Quote Harbour Dental for 3 days' installation at €600 a day, plus €240 of materials.”
  • Customer, lines and prices from your records
  • VAT and validity from your settings
  • Converts to a sales order or contract when accepted

Sales orders

“Harbour Dental accepted. Book it for Monday.”
  • Built from the accepted quotation
  • No lines retyped
  • Ready to invoice over Peppol

Purchase orders

“Order 40 steel brackets from Rivet at the usual price.”
  • Rates and terms from the vendor agreement
  • Can be linked to a project
  • Appears in your payments forecast once approved

Projects

“Set up the clinic fit-out as a project with three milestones.”
  • Milestones and work packages created
  • Linked to the quotation and contract
  • Milestones can raise invoices when done
04 · What Lister answers

Ask about your business in plain words.

Lister reads your invoices, bills, projects and cash flow forecast, and answers with the figures and documents behind them.

“What's late, and who owes it?”

Overdue invoices by customer, with how late each one usually pays.

“What do we pay this week?”

Bills and approved purchase orders falling due, and the total.

“Which projects are at risk?”

Projects past their finish date, over budget or with work nobody owns.

“When is cash lowest?”

The low point in your forecast, and which payments cause it.

05 · Where it lives

Always one click away.

  1. The Lister panelOpen it beside any screen and keep working.
  2. Ask Lister on any itemEvery item in your daily list can be handed to Lister.
  3. Hand it a documentAttach a brief or plan in the panel and Lister takes it from there.
  4. In your languageWrite to Lister in English, French or German.
06 · You stay in control

Lister drafts. You decide.

Lister works inside your account and your permissions, like any other user.

Nothing goes out on its own

Documents Lister creates stay as drafts until you review and send them.

Every action recorded

What Lister creates appears in the audit trail, so you and your accountant can trace it.

Your data, explained

How Lister processes your data is set out in our privacy policy and DPA.

07 · Questions

About Lister

Is Lister included in my plan?

Yes. Lister is part of Paylists on every plan.

Can Lister send invoices or orders by itself?

No. Lister prepares drafts. You review and send them.

What if Lister gets something wrong?

Edit the draft before sending, or tell Lister what to change. Its answers are for information and don't replace advice from your accountant.

Does Lister send my customers' names to the AI provider?

No. Customer and vendor names held in Paylists are replaced with internal identifiers before anything is sent. Documents and messages you give Lister are sent as you provide them. Processing takes place in the EU/EEA, and your data is not used to train AI models. See our privacy policy.

Is Lister on automatically?

No. Lister is off until someone with admin rights turns it on for your business, and it can be turned off at any time.

Which languages does Lister understand?

English, French and German, the same languages as the Paylists app.

What should Lister build first?

Try Lister freeBook a demo

From €5 a month · No setup fees · No per-invoice charges