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🧾 Invoice & Billing Automation with AI

Generate professional invoices automatically, track payments, and send reminders for overdue accounts.

UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

New Payment

Stripe

Then 1

Agent

Invoice Reviewer

Ask an agent · Taskade AI

Knows
your chart of accounts
Remembers
every invoice it has checked

Then 2

Add Task

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

What Can You Do With This Automation?

Streamline your billing operations:

  • Auto-Generate Invoices: Create invoices from completed projects.
  • Payment Tracking: Monitor payment status in real-time.
  • Reminder Sequences: Automated overdue payment reminders.
  • Stripe Integration: Process payments seamlessly.
  • Financial Reports: Weekly billing summaries.

Use Cases

  • Freelancers: Get paid faster with professional invoicing.
  • Agencies: Manage client billing efficiently.
  • Consultants: Track billable hours and generate invoices.

Related Automations

How To Use This Automation

  • Go to the "Automations" tab.
  • Connect Stripe for payment processing.
  • Configure invoice templates.
  • Enable the toggle to activate.

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