Money
$5,000 in invoices, missed until audit
A consultant who sets up AI for small businesses deployed an agent for a client. The agent can read Slack, email, and Google Calendar. It has read-only access to QuickBooks Online. He asked it to audit jobs against what was invoiced. In 30 minutes it found $5,000 that had not been invoiced earlier in the year, across 3 jobs.
How it went$5,000 in unbilled work found across 3 jobs, in about 30 minutes. Read-only access to the books was the safety rule. The figures are the poster's.
Try it · based on the source's workflow
Audit my jobs against my invoices. Read [job records in Slack/email/calendar] and compare them with [invoices in QuickBooks, read-only]. List every finished job with no matching invoice: job, date, client, and the amount from the job record. Do not create or send any invoice. Show me the list first and I will approve each one.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.