Files
claw-ideas/ideas/finance-budgeting/invoice-automation-agent.md
Space-Banane bdddf602be Sloppify
2026-04-02 19:47:53 +02:00

26 lines
798 B
Markdown

# 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.