Use cases · Money, tax & books
Draft client invoices from task and time logs
A Swiss web agency gave Hermes access to its time-tracking and task tools plus a written invoicing skill. The agent checks completed, approved work, creates invoice drafts with a client summary, and a person reviews and sends every invoice. The poster says support billing is about half of revenue and the time saved is large but gives no figure.
Hermes AgentAdded Oct 11, 2026
What they did
The COO of a Swiss web agency describes giving their Hermes agent access to Harvest (time tracking) and ClickUp (tasks), plus a written skill explaining exactly how the agency drafts invoices. The agent reviews task statuses and history, checks that the work being billed is complete and approved, creates the invoice draft in Harvest and writes a bullet-point summary for the client.
How it went
The poster says Each invoice links to a private dashboard where the client can see the full breakdown. The poster says support work is roughly half of revenue and calls the time saved huge, without giving a figure.
Good to know
The agent never sends invoices; a person reviews every one and sends it manually. The post does not say how often drafts need corrections.
A prompt to try
At the end of each month, go through <your task tool> and <your time tracking tool> for <client or project>. Include only work that is marked done and approved, check each entry is assigned to the right client and project, and create a draft invoice in <your invoicing tool> following the rules in <your invoicing guide>. Add a short bullet summary of the work for the client, list anything you were unsure about, and do not send the invoice.
Source
Runs on Hermes Agent.
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