Invoicing Agent
Drafts and sends invoices from your data, chases late payments on schedule, and matches incoming payments to open invoices.
The problems this agent is built to solve.
Invoicing is a recurring loop of drafting, sending, reminding, and matching — easy to fall behind on and expensive to get wrong. The Invoicing Agent runs the loop from your source data and keeps the receivables list current.
Invoices that go out on time
Generated from completed work, retainers, or subscription schedules — sent on your cadence without manual assembly.
Polite, consistent chasing
Overdue reminders follow a fixed schedule and tone, so nobody has to write the uncomfortable email.
Automatic payment matching
Incoming bank or Stripe payouts are matched to open invoices and marked paid, with mismatches flagged.
Live receivables view
Every run updates what is outstanding, what is overdue, and who to nudge next.
How a run usually goes.
- 01
Trigger
Scheduled — weekly or biweekly — or triggered by logged hours, shipped orders, or a billing sheet.
- 02
Draft
Assembles line items, taxes, terms, and branding into invoice drafts.
- 03
Send
Sends approved invoices with payment links; logs delivery.
- 04
Remind
On due-date and overdue schedules, sends reminders; escalates persistently late payers.
- 05
Match & report
Matches payments to invoices, marks them paid, and reports the outstanding list each run.
What this agent connects to.
Billing
Invoicing systems
Source data
Payments data
Comms
Who gets the most out of this agent.
Industries
- Agencies & consultancies
- Studios & freelancers
- Subscription businesses
- E-commerce with invoicing
Roles
- Operations
- Finance admins
- Account managers
- Studio owners & founders
Company profile
- Businesses billing regularly where chasing payment is nobody’s full job
Scale
- From a handful to a few hundred open invoices
- Net 7–30 payment terms
Your first agent is one prompt away.
Describe the job, connect your own keys, set it to run 24/7 — running in seconds. Free to start, no credit card, no sales call.
