[Use cases](https://www.automaticcompany.co/use-cases/) · [Money, tax & books](https://www.automaticcompany.co/use-cases/category/money/) # 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 Agent](https://www.automaticcompany.co/use-cases/agent/hermes-agent/) Added 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 and for . 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 following the rules in . Add a short bullet summary of the work for the client, list anything you were unsure about, and do not send the invoice. ## Source [x.com](https://x.com/corxntyn/status/2082888133105070106) · published Jul 30, 2026 · checked Oct 11, 2026 Runs on [Hermes Agent](https://www.automaticcompany.co/platforms/hermes-agent/). ## Want this running for you? The [E-commerce pack](https://www.automaticcompany.co/packs/e-commerce/) is a bot team we set up and run that does this kind of work. ## More in Money, tax & books - [ Muse · Money, tax & books ### Find a recurring charge you forgot and get it waived A product newsletter writer asked Muse to scan a year of Gmail receipts for recurring charges. It found an idle cloud database he was still paying for and, after a first refusal, got the provider to waive the charges. - ](https://www.automaticcompany.co/use-cases/muse-meta-find-idle-cloud-charge-get-it-waived/) - [ OpenClaw · Money, tax & books ### Rebuild your entity history and file taxes after selling a business A solo founder who sold most of his business used OpenClaw instead of his usual CPA. Over two days it reconstructed his entity history and cost basis from old returns, built a P&L from raw bank data and guided him field by field through tax software. - ](https://www.automaticcompany.co/use-cases/openclaw-owner-return-after-business-sale/) - [ OpenAI dots · Money, tax & books ### Catch a forgotten invoice and send it after approval In its dots launch post, OpenAI says an early tester's dot noticed he had forgotten to invoice a publication, prepared the invoice, and sent it only after he approved. OpenAI gives no further detail or figures. - ](https://www.automaticcompany.co/use-cases/dots-early-tester-forgotten-invoice/) ## Want this running for your business? We pick the bots, set them up in your account and run them. They do the work while you run the business. [ Hire your team ](https://www.automaticcompany.co/founding-waitlist/)