DemoDemo data, representing E-Soft read-only database records. No real Brevo emails are sent.
System flow

How information moves through the Hadjiyiannis Credit Agent

Template-based reminders · rules-driven selection · finance approval required · reporting through Power BI. No real integrations in this demo.

Read-only queryReminder preparedApprovedReminder emailRepliesWebhooks · delivered · openedReporting
E-Soft ERP
Cyprus · read-only access
customers · invoices · payments · aging
Hadjiyiannis Credit Agent
the hub · all logic lives here
Rules Engine
deterministic
who is overdue · days late · reminder tier
Template Engine
approved templates
EN / EL · dynamic fields
Tracking DB
audit log
reminder history · no duplicate sends
Finance Approval
review and approve before send
Brevo
transactional email
approved reminders only
Trade Accounts
Cyprus
dealers · professionals
Finance Inbox
customer replies handled here
paid · dispute · payment plan
Power BI
reporting & oversight
dashboard · performance view
Solid line — data flow & send
Dashed line — feedback & reporting
Hadjiyiannis Credit Agent — the hub

E-Soft and Brevo do not connect to each other directly. The Hadjiyiannis Credit Agent is the central hub.