Consultant Invoice Desk with Expenses
Consultant Invoice Desk with Expenses and Receipts. Bill time and fixed fees, pass expenses through with receipts and chase late payers. Free to clone.
Consultant Invoice Desk with Expenses is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Fine Print. Its automations include Monthly unbilled digest, Monday overdue chase and Receipt missing alert.
by @taskade
What you can do with Consultant Invoice Desk with Expenses
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Consultant Invoice Desk with Expenses works
- Monthly unbilled digest: when On the 25th of each month at 9 AM, then Find unbilled billable time entries and Find unbilled expenses.
- Monday overdue chase: when Every Monday at 8 AM, then Find overdue invoices and Fine Print drafts the reminders.
- Receipt missing alert: when an expense is added with no receipt over 25 dollars, then Email the receipt missing alert.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Fine Print
- Automations: Monthly unbilled digest, Monday overdue chase, Receipt missing alert
- Workspace: 6 projects, 1 AI agent, 3 automations