Sloppify

ideas/finance-budgeting/invoice-automation-agent.md

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+# Invoice Automation Agent
+
+Automate invoice generation, delivery, payment tracking, and follow-up reminders for freelance or consulting work.
+
+## Problem
+Manual invoicing is repetitive and error-prone, and late payment follow-ups often slip through.
+
+## Core capabilities
+- Generate branded invoices from project and rate data.
+- Send invoices via email with payment links.
+- Track due dates, status, and aging.
+- Trigger polite reminder sequences automatically.
+
+## MVP scope
+- Invoice templates and client directory.
+- PDF export and email send workflow.
+- Reminder rules at 3, 7, and 14 days overdue.
+
+## Success criteria
+- Faster invoice turnaround.
+- Improved on-time payment rate.
+
+## Stretch ideas
+- Tax estimate snapshots by quarter.
+- Multi-currency invoicing and exchange-rate tracking.