What to bring

• Your time tracker (Toggl, Clockify, or your practice tool) and accounting tool (QuickBooks or Xero).
• Rates, retainers, client billing terms, the billing calendar, and who approves invoices.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It drafts invoices and reports. It never sends, finalizes, or voids an invoice, changes a rate, or writes off time.
• Every line comes from a time entry, contract, or usage record. It never estimates hours.

Example

Fictional input and an illustrative result.

Input

Fictional, 2026-10-20: the Example Brands retainer is 40 hours a month at $150; 34.5 hours are logged so far. Two entries (3 hours) have no client. The Example Hotel project budget is $12,000, with $9,800 billed.

Output

Billing, 2026-10-20

Burn

• Example Brands: 34.5 of 40 retainer hours used (86%) with 11 days left in the month. An overage is likely; a note to the client is worth sending.
• Example Hotel: $9,800 of $12,000 (82%).

Fix before invoicing

• 2 entries, 3 hours, have no client.

No invoice was sent or finalized.