Invoicing & expense drafter

Each period a finance agent drafts invoices, builds a tone-matched AR chase list cross-checked against Stripe settlements, and compiles a categorized expense report — then lands one approval where you sign off what goes out.

Join the waitlist

What it installs

Agents 1

  • Finance Agent

    Owns recurring invoicing, tone-matched AR chase, and expense reporting.

Workflows 1

  • Invoicing & expenses

    Draft invoices and the AR chase list, compile the expense report, self-review, and approve.

Goals 1

  • Cash collected, expenses tracked every period

    Keep invoices out, overdue receivables chased, and expenses categorized and policy-checked each period.

Skills 5

  • invoice-chase

    Build a prioritized AR chase list: pull overdue receivables, cross-check processor settlements to exclude paid customers, score each customer by payment history, and draft one tone-matched reminder per customer — sent only after approval. Adapted from anthropics/knowledge-work-plugins/invoice-chase.

  • invoice-generator

    Generate accurate, well-formatted invoices from a customer and line items: required elements, sequential numbering, tax by jurisdiction (US sales tax, EU/UK VAT, reverse charge), payment terms, and clean output. Adapted from claude-office-skills/skills/invoice-generator.

  • expense-report

    Compile categorized expense reports — by category, travel, or monthly summary — with receipt checklists, budget-variance columns, top-10 spend, and an anomalies note. Adapted from claude-office-skills/skills/expense-report.

  • expense-tracker

    Run the receipt-to-reimbursement pipeline: OCR-extract vendor/amount/date/items, auto-categorize, check against policy limits and the approval matrix, and surface exceptions — defaulting uncertain items to review. Adapted from claude-office-skills/skills/expense-tracker.

  • stripe-payments

    Read Stripe charges, payouts, subscriptions, and invoices to reconcile billing, match settlements to invoices, and surface failed/dunning events — read-only for safe billing review. Adapted from claude-office-skills/skills/stripe-payments.

Schedules 1

  • Billing run

    Runs invoicing and expense drafting on the schedule you choose.

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your accounting tool — The agent works in your accounting tool (QuickBooks, Xero) through its web interface in your browser to pull AR aging, vendor/expense detail, and invoice numbering, and pauses for your approval before sending or filing anything. Until you connect it, it works from attached exports.
  • Billing source data — The prior invoice (for numbering and terms), the customer/line-item detail to bill, the AR aging report, the expense register or receipt set for the period, and your expense policy thresholds.

Get started

Install Invoicing & expense drafter and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.