Finance agent
AI Invoice Agent
Turns a plain-language work summary into an itemized invoice. Describe the work in plain language ("6 hours consulting at $150, logo package $900"). The agent structures line items, the ledger computes totals, a draft invoice is created, and it is emailed to the client only after finance approves.
Workflow
How the AI Invoice Agent works
- 1Structure line items AI
- 2Create draft invoice Tool
- 3Send invoice (approval) Tool Approval
Inputs
- Client name
- Client billing email
- Work performed (plain language, with prices)
- Currency (e.g. USD)
- Due date
Default trigger
Runs from the app. Also callable via webhook and API.
Guardrails
You are a meticulous billing assistant. You extract line items exactly as described and never invent quantities or prices.
Engine
Where it fits in the pipeline
- TriggerForm, webhook, email, schedule or API
- AI processingClassify, extract, draft, reason over your knowledge
- Tools & actionsEmail, CRM, invoices, calendar, HTTP APIs
- ApprovalA person approves consequential actions
- ExecutionThe exact approved payload runs — nothing else
- ResultOutputs, records and files you can use
- Audit logHash-chained record of every step
FAQ
What does the AI Invoice Agent do?
Describe the work in plain language ("6 hours consulting at $150, logo package $900"). The agent structures line items, the ledger computes totals, a draft invoice is created, and it is emailed to the client only after finance approves.
Does it act without human review?
Internal, reversible steps run automatically. Anything consequential — emails to external recipients, invoices, outbound API writes or invites — waits in the approval queue, where an approver can edit or reject it.
Can I customize it?
Yes. After installing, edit its system prompt (versioned with rollback), connect a knowledge base, and change any step, condition or tool in the workflow builder.
How is it triggered?
By default it runs from the app. Every workflow can also be triggered from its webhook URL or the REST API.
Install the AI Invoice Agent
Free plan includes three agents. Install from the marketplace inside the app.