freelance invoice tracker

Complete freelance billing workflow — generate professional invoices, track payment status, send automated reminders, and reconcile payments. Use when you ne...

Automated invoice follow-up sequences that escalate from friendly to firm. Track unpaid invoices, send timed reminder emails with escalating tone, log payment interactions, and generate AR aging reports. Your agent handles the awkward conversations so you don't have to — preserving cash flow and client relationships while you focus on actual work. Configure invoice tracking, email templates per stage (friendly → firm → final notice), timing rules, and let your agent chase payments 24/7. Use when

Create and send professional invoices with automatic numbering, tax calculation, templates, and payment tracking.

Automates invoice intake from Gmail, extracts data via OCR, verifies payment in Stripe, and creates reconciliation-ready accounting entries in Xero.

Retrieve upcoming bills, account balances, and assess if you can afford a specified amount within a set time frame.

Collect invoices/receipts from Gmail and send a summary email with attachments. Automatically downloads PDF attachments or takes screenshots of emails withou...