Agents › Finance
Harvest Billing Agent
Each Friday it finds the time your team forgot to log in Harvest. At the end of each billing period it adds up the billable hours per client and builds the invoice the same day, so hours stop getting lost.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Flags missing timeevery Friday
- ✓Adds up billable hours per clientper billing period
- ✓Builds the invoicesame day
No more lost hours at month end.
Harvest
QuickBooks
XeroHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Checks time each Friday
It reads the week's time entries in Harvest and finds people with missing or short days.
- 2
Flags missing time
Each person with a gap gets a short note to fill it in before the week closes.
Adds up billable hours
At the end of the billing period it totals billable hours and expenses per client and project, and checks them against the budget.
Builds the invoice
It builds the invoice in Harvest from the tracked time and expenses, the same day.
Sends it to your books
Once your billing lead is happy, the invoice goes to the client and is added in QuickBooks or Xero.
What you get
Missing time gets caught each Friday, while people still remember the work.
Invoices are built the day the billing period ends.
Projects running over budget show up before the invoice goes out.
What this looks like at your business
Missing timePeople with gaps in their week get a note to fill them in.
Designed for consulting firmsInvoices builtBillable hours and expenses added up per client and invoiced.
Designed for consulting firmsInvoices in your booksEach invoice added in QuickBooks or Xero once it's sent.
Designed for consulting firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your Harvest Billing Agent follows your process, your rules and your software, not a template.
Which projects, tasks and expenses get billed, and how hours over budget are handled.
Weekly, twice a month, or month end, and what day the time check runs.
Each person with missing time, and the manager who sees the full list.
Harvest with QuickBooks or Xero today. If you track time in Toggl Track, your version works there.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Flags unpaid invoices each week, so the invoices the Harvest Billing Agent sends get followed up.
Bills go out on time, and late payers get caught.
See this agent →
Checks off finished tasks in ClickUp and flags what's late, so the work behind the hours is kept current.
Nothing goes into ClickUp to die.
See this agent →
Sets up the project and tasks for each new client, which the Harvest Billing Agent later bills against.
New clients start on time, without anyone chasing.
See this agent →Built for
Book a 15-minute call
Get your version of the Harvest Billing Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the Harvest Billing Agent
Is my customers' information safe?
Yes. The agent reads only the time, projects and invoices its job needs, in your own Harvest and books. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my rates?
No. It can't change billable rates unless the connected user can, and your rules say so.
Can it bill the way we do?
Yes. You set what is billable, your billing period, and how over budget hours are handled.
Can I turn it off?
Yes. Revoke the token in Harvest and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.