A Harvest AI Agent That Turns Tracked Hours Into Invoices
Hours get tracked on Friday afternoon from memory, and invoices go out late. The agent chases the gaps, tidies the entries and has each client invoice drafted when the month ends.
From $10/month 30 days free No credit card
What Your Agent Does In Harvest
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Fills In Missing Time
On Thursday it checks who has an empty day on their timesheet and sends each person a nudge with the projects they worked on last time.
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Drafts Client Invoices
At month-end it builds a draft invoice for each client from approved hours, grouped by project and task, ready for you to look over.
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Watches Project Budgets
When the Maple Street redesign has used most of its hours, the agent tells the project lead in the project chat before it goes over.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Harvest for you, with your own login, and reports back in the thread.
- Who has not logged any time this week?
- Draft the invoice for Brightwater Dental from last month’s approved hours.
- Which projects have used more than 80 percent of their budgeted hours?
Use Harvest With Octopus Prime
- Open Settings › Connections, choose Harvest and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Harvest for you without ever seeing your password.
- Choose which agents can use Harvest: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Harvest And Your Agents
Can the agent change what my team logged?
It can suggest fixes and prepare edits, but changes to submitted or approved time wait for a person’s OK.
Does it send invoices on its own?
Not unless you allow it. Drafts stay in your project for review and sending can be set to ask first.
Does my agent see my Harvest password?
No. Your Harvest login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Harvest, at any time in Settings.
More Accounting And Finance Apps
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QuickBooks
Bank feed cleared, overdue invoices chased. -
Xero
Bank lines, invoices and month-end prep. -
BILL
Bills to pay and invoices to collect. -
Brex
Card spend watched and receipts chased. -
Expensify
Receipts and expense reports chased for you. -
FreshBooks
Invoices, estimates and time entries handled.
Put An Agent To Work In Harvest. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Harvest is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
