Does the easybill agent actually execute tasks?

Yes. Unlike a copilot that only suggests actions, the easybill agent performs the work for you, directly updating your account and connected apps.

How is this different from native easybill automation?

Native easybill tools handle basic triggers. DoMyWork agents use AI to understand context, make decisions, and connect with 1,500+ apps that easybill doesn't natively support.

How does this compare to Zapier or Make?

Zapier requires you to build rigid workflows. DoMyWork agents use natural language to understand your intent and execute complex, multi-step processes across apps without you building logic.

Can the easybill agent monitor my account 24/7?

Yes, our autopilot agents watch your easybill account for specific events like new payments or overdue invoices and act immediately, 24/7.

Is my financial data safe?

We prioritise security. Your data is processed with industry-standard encryption and we only access the information required to complete the specific tasks you assign.

Can the agent connect easybill to other apps?

Absolutely. The agent can bridge easybill with 1,500+ apps, including CRM systems like HubSpot, project tools like Asana, and communication platforms like Slack.

AI Agent for easybill

Create, send, and reconcile your business invoices automatically. DoMyWork AI agents work with easybill and 1,500+ apps to turn your financial data into settled accounts.

Find all overdue invoices in easybill and draft reminder emails in Gmail

Import new customer data from Google Sheets and create drafts in easybill

Check my bank statement for payments and match them to open easybill invoices

Summarise this month's revenue from easybill and post it to Slack

Flag any invoices with missing tax IDs for my review

Export all invoices from last week to a new Google Sheet

Agent for

easybill

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your pending invoices into settled business revenue

Draft new invoices, chase overdue payments, match bank transactions, and update your ledger.

12 overdue invoices found

Chase every overdue invoice that is still unpaid today

"Check my easybill account for all invoices marked as overdue, draft a polite reminder in Gmail for each customer, and add a note to the invoice record in easybill once the email is sent."

Send Message

Summarise your revenue performance from the last quarter

"Analyse my easybill data from the last three months, calculate the total revenue and growth trend, and provide a one-page summary in a Google Doc."

Send Message

Clean up customer records with missing contact details

"Find all customers in easybill that lack an email address, search the web for their contact info, and update their records."

Send Message

Check for duplicate customer entries in your ledger

"Identify potential duplicate customer records in easybill based on name and address and flag them for my merge review."

Send Message

Prepare a list of top clients by total billing

"Calculate the total billing per client in easybill for the year and list the top 10 in a Slack message."

Send Message

Got a different task in mind? Describe it

Send Message

Match pending bank transactions to open invoices

"Analyse my bank statement entries, match them against open easybill invoices, and mark the invoices as paid."

Send Message

Reconcile tax IDs for all new international clients

"Check all new easybill invoices for international clients, verify their VAT ID format, and flag any invalid entries."

Send Message

Generate a monthly report of all tax-relevant documents

"Pull all invoices and receipts from easybill for this month and export them to a secure Google Drive folder."

Send Message

Identify invoices missing mandatory accounting references

"Scan all easybill invoices for the current month and list any that lack a purchase order number or project reference."

Send Message

Check for discrepancies in invoice totals versus payments

"Compare all paid invoices in easybill against bank deposits and list any where the amounts do not match."

Send Message

Got a different task in mind? Describe it

Send Message

Sync new project data from your tracker to invoicing

"Take all completed projects from Trello, extract the billable hours, and create draft invoices in easybill."

Send Message

Update customer addresses from your CRM to easybill

"Compare customer addresses in HubSpot with easybill and update any that have changed."

Send Message

Archive all finalised invoices to cloud storage

"Find all invoices marked as 'Paid' in easybill and move the PDF copies to the 'Archive' folder in Dropbox."

Send Message

Set up new client profiles from onboarding forms

"Read the latest Typeform submission, extract the company details, and create a new customer profile in easybill."

Send Message

Notify the team when a large invoice is paid

"Monitor easybill for payments over €5,000 and post an alert to the #sales Slack channel."

Send Message

Got a different task in mind? Describe it

Send Message

Draft invoices for all hours logged this week

"Check my Toggl time entries for this week, calculate the total hours per project, and create draft invoices in easybill."

Send Message

Send a thank you note after invoice payment

"Watch easybill for new payments, identify the project, and send a personalised thank you email via Gmail."

Send Message

Update my expense log from receipt emails

"Find all receipt emails in Gmail, extract the amount and vendor, and add them as expenses in easybill."

Send Message

Calculate my estimated tax for the current month

"Analyse my revenue and expenses in easybill and provide an estimate of my tax liability for this month."

Send Message

Follow up on invoices that are nearing their due date

"Find all invoices in easybill due within 3 days and send a friendly 'just a reminder' email."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a easybill AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try easybill AI Agent

🛸 Autopilot

Act on your financial data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new invoices, match payments, and flag discrepancies before you even open your dashboard.

Setting up an autopilot is too easy

New invoice is created in easybill

Describe...

1. Flag unpaid invoices that exceed your risk threshold

WhenInvoice is marked as overdue in easybill

Then

Check the invoice amount, if it exceeds €2,000, post an urgent alert to Slack with the client name and amount.

Put on Autopilot

2. Auto-sync new client data to your CRM

WhenNew customer is created in easybill

Then

Create a corresponding contact in HubSpot and link the two records.

Put on Autopilot

3. Send a weekly summary of paid invoices

WhenEvery Monday at 09:00 AM

Then

Summarise all payments received in easybill last week and email the report to the leadership team.

Put on Autopilot

4. Detect potential invoice errors before sending

WhenInvoice draft is created in easybill

Then

Check the invoice for missing tax ID or incorrect formatting and flag it in Slack if anything is wrong.

Put on Autopilot

5. Archive documents as soon as they are finalised

WhenInvoice is finalised in easybill

Then

Upload the PDF to the client's folder in Google Drive.

Put on Autopilot

1. Match bank payments to invoices instantly

WhenNew payment is received in easybill

Then

Compare the payment amount and reference against open invoices, and if a match is found, update the invoice status.

Put on Autopilot

2. Alert on VAT ID validation failures

WhenNew invoice is created in easybill

Then

Verify the VAT ID against official databases and notify the finance team if it is invalid.

Put on Autopilot

3. Report on monthly tax liabilities

WhenEvery 1st of the month at 08:00 AM

Then

Calculate total VAT collected in easybill and draft a summary report for the tax office.

Put on Autopilot

4. Flag duplicate payments for review

WhenNew payment is received in easybill

Then

Check if the invoice was already marked as paid and alert the accountant if a duplicate payment is detected.

Put on Autopilot

5. Monitor for unassigned revenue

WhenNew payment is received in easybill

Then

If no matching invoice is found for a payment, post a notification to the finance channel.

Put on Autopilot

1. Trigger onboarding after invoice payment

WhenInvoice is marked as paid in easybill

Then

Add the client to the project management board in Asana and send an onboarding email.

Put on Autopilot

2. Update stock levels when invoices are paid

WhenInvoice is marked as paid in easybill

Then

Decrease the inventory count in Shopify based on the invoice line items.

Put on Autopilot

3. Notify sales when a deal is closed

WhenInvoice is finalised in easybill

Then

Update the deal stage in Pipedrive to 'Won'.

Put on Autopilot

4. Send feedback requests after payment

WhenInvoice is marked as paid in easybill

Then

Wait 24 hours, then send a Typeform link to the client for a satisfaction survey.

Put on Autopilot

5. Log expenses from incoming invoices

WhenNew document is uploaded in easybill

Then

If it is an expense document, extract the vendor and amount, then log it in the company expense sheet.

Put on Autopilot

1. Confirm receipt of payment to clients

WhenInvoice is marked as paid in easybill

Then

Draft a warm thank you email in Gmail and send it to the client.

Put on Autopilot

2. Auto-log hours for recurring projects

WhenEvery Friday at 05:00 PM

Then

Summarise hours from Toggl and generate a draft invoice in easybill.

Put on Autopilot

3. Flag invoices nearing the due date

WhenEvery day at 09:00 AM

Then

Check for any invoices due within 48 hours and send a gentle reminder.

Put on Autopilot

4. Track expenses from email receipts

WhenNew email is received in Gmail

Then

If the email is a receipt, extract the data and add it to easybill as an expense.

Put on Autopilot

5. Notify when a project budget is reached

WhenInvoice draft is created in easybill

Then

Check the total against the project budget and alert me if it exceeds the limit.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

easybill

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

New Client Onboarding Playbook

FormCollect data with form

1. Enter Client Details

Enter Client Details

Fill fields below 👇

Client Name *

Email *

Complete in a clickSend data to 1500+ apps

2. Draft easybill customer

Create Customerineasybill

3. Draft welcome email

Create DraftinGmail

New Client Onboarding Playbook

Create client profile, invoice, and welcome email in one go.

Clone This Playbook

Invoice Dispute Resolution Playbook

Analyse dispute, draft response, and log in easybill.

Clone This Playbook

Revenue Forecast Playbook

Pull data, project growth, and update report.

Clone This Playbook

Bulk Invoice Generation Playbook

Create multiple invoices from a list.

Clone This Playbook

Tax Audit Preparation Playbook

Gather documents for audit.

Clone This Playbook

Payment Reconciliation Playbook

Match bank statement to invoices.

Clone This Playbook

VAT Compliance Check Playbook

Validate tax IDs for all clients.

Clone This Playbook

Monthly Closing Playbook

Close books for the month.

Clone This Playbook

Expense Audit Playbook

Review expenses for anomalies.

Clone This Playbook

Client Statement Playbook

Send statements to clients.

Clone This Playbook

Project Billing Playbook

Bill hours from project tool.

Clone This Playbook

Client Data Sync Playbook

Sync CRM to easybill.

Clone This Playbook

Document Archival Playbook

Move docs to cloud storage.

Clone This Playbook

Team Alert Playbook

Notify team of large payments.

Clone This Playbook

Onboarding Automation Playbook

Automate client onboarding.

Clone This Playbook

Weekly Billing Playbook

Bill hours from Toggl.

Clone This Playbook

Expense Tracking Playbook

Log receipts from email.

Clone This Playbook

Tax Estimate Playbook

Calculate monthly tax.

Clone This Playbook

Client Follow-up Playbook

Follow up on due invoices.

Clone This Playbook

Project Budget Playbook

Check budget status.

Clone This Playbook

1500+ App Integrations

Connect easybill + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Swipe Pages

Tally

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Wix

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

Facebook Ads Management And Insights

Lob

Forminit.com (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New invoice is created in easybill

Then

Recurring Work on autopilot

Autopilot

Invoice Processing

Enter invoice details

Validate tax data

Create in easybill

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

easybill

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About easybill AI Agent

An AI agent for easybill is an autonomous system that connects to your account to execute tasks like creating invoices, matching payments, and generating reports across your tools.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for easybill

Turn your pending invoices into settled business revenue

Chase every overdue invoice that is still unpaid today

Summarise your revenue performance from the last quarter

Clean up customer records with missing contact details

Check for duplicate customer entries in your ledger

Prepare a list of top clients by total billing

Got a different task in mind? Describe it

Match pending bank transactions to open invoices

Reconcile tax IDs for all new international clients

Generate a monthly report of all tax-relevant documents

Identify invoices missing mandatory accounting references

Check for discrepancies in invoice totals versus payments

Got a different task in mind? Describe it

Sync new project data from your tracker to invoicing

Update customer addresses from your CRM to easybill

Archive all finalised invoices to cloud storage

Set up new client profiles from onboarding forms

Notify the team when a large invoice is paid

Got a different task in mind? Describe it

Draft invoices for all hours logged this week

Send a thank you note after invoice payment

Update my expense log from receipt emails

Calculate my estimated tax for the current month

Follow up on invoices that are nearing their due date

Got a different task in mind? Describe it

How Does a easybill AI Agent Work

Act on your financial data the moment it changes — with agents on autopilot

1. Flag unpaid invoices that exceed your risk threshold

2. Auto-sync new client data to your CRM

3. Send a weekly summary of paid invoices

4. Detect potential invoice errors before sending

5. Archive documents as soon as they are finalised

1. Match bank payments to invoices instantly

2. Alert on VAT ID validation failures

3. Report on monthly tax liabilities

4. Flag duplicate payments for review

5. Monitor for unassigned revenue

1. Trigger onboarding after invoice payment

2. Update stock levels when invoices are paid

3. Notify sales when a deal is closed

4. Send feedback requests after payment

5. Log expenses from incoming invoices

1. Confirm receipt of payment to clients

2. Auto-log hours for recurring projects

3. Flag invoices nearing the due date

4. Track expenses from email receipts

5. Notify when a project budget is reached

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

New Client Onboarding Playbook

Invoice Dispute Resolution Playbook

Revenue Forecast Playbook

Bulk Invoice Generation Playbook

Tax Audit Preparation Playbook

Payment Reconciliation Playbook

VAT Compliance Check Playbook

Monthly Closing Playbook

Expense Audit Playbook

Client Statement Playbook

Project Billing Playbook

Client Data Sync Playbook

Document Archival Playbook

Team Alert Playbook

Onboarding Automation Playbook

Weekly Billing Playbook

Expense Tracking Playbook

Tax Estimate Playbook

Client Follow-up Playbook

Project Budget Playbook

Connect easybill + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About easybill AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About easybill AI Agent