Does DoMyWork actually execute tasks in Invoice Ninja?

Yes. Unlike copilots that only suggest actions, DoMyWork executes the tasks across Invoice Ninja and your other tools, like sending emails or updating spreadsheets.

How is this different from native Invoice Ninja AI?

Native AI features in Invoice Ninja are limited to the app itself. DoMyWork acts across your entire stack, connecting Invoice Ninja to Gmail, Slack, and your bank feeds.

How does this compare to Zapier for Invoice Ninja?

Zapier requires you to build and maintain complex logic. DoMyWork uses plain English to understand your intent and executes the full process across your apps.

Can the agent monitor my Invoice Ninja account?

Yes. You can set up agents to watch for new payments or overdue invoices and act the moment they happen, 24/7.

Is my billing data safe with DoMyWork?

We prioritize security and only access the data required to complete the tasks you explicitly assign to your agent.

Can I connect Invoice Ninja to multiple apps at once?

Absolutely. You can request tasks that involve Invoice Ninja, Gmail, Google Sheets, and Slack simultaneously in a single prompt.

AI Agent for Invoice Ninja

Draft invoices, chase overdue payments, and reconcile your expenses automatically. DoMyWork AI agents work with Invoice Ninja and 1,500+ apps to ensure you get paid on time.

Find all unpaid invoices from last month and email a reminder

Draft an invoice for the project completed in Trello

Summarise this week's expenses from my bank feed

Add new Invoice Ninja clients to my Mailchimp list

Check for duplicate clients in Invoice Ninja

Post a summary of today's payments to Slack

Agent for

Invoice Ninja

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every invoice paid and every record updated today

Chase overdue payments, draft new invoices, reconcile expenses, and update your CRM.

12 reminders sent to clients

Chase every client who missed their payment deadline

"Check my Invoice Ninja account for all invoices past their due date, draft a polite follow-up email in Gmail for each, and save them as drafts."

Send Message

Draft invoices from your tracked project time

"Pull the hours tracked in Toggl for this week and create a new invoice in Invoice Ninja for each client."

Send Message

Clean up your client contact list

"Find clients in Invoice Ninja missing an email address and look them up in my LinkedIn connections."

Send Message

Generate a monthly income summary

"Calculate my total paid invoices in Invoice Ninja for the last 30 days and post the total to Slack."

Send Message

Reconcile recent expenses

"Match the expenses I added to my spreadsheet with the entries in Invoice Ninja and flag any missing receipts."

Send Message

Got a different task in mind? Describe it

Send Message

Identify discrepancies in your tax filings

"Compare the total revenue in Invoice Ninja against my bank statements in Google Sheets and list any mismatches."

Send Message

Categorise unassigned expenses

"Review the last 50 expenses in Invoice Ninja and suggest a category based on the vendor name."

Send Message

Prepare a monthly profit and loss report

"Export the revenue and expense data from Invoice Ninja and build a summary report in Google Sheets."

Send Message

Audit client payment patterns

"Analyse the average time it takes for my top 10 clients to pay and highlight those who are consistently late."

Send Message

Sync client data to your tax software

"Update the client addresses in my tax filing tool using the latest information from Invoice Ninja."

Send Message

Got a different task in mind? Describe it

Send Message

Review the status of high-value project invoices

"List all unpaid invoices over $5,000 in Invoice Ninja and check if the project status is marked as complete."

Send Message

Draft invoices for completed milestones

"Check the project milestones marked as done in Notion and create corresponding invoices in Invoice Ninja."

Send Message

Send payment reminders to long-term partners

"Identify long-term clients with open balances in Invoice Ninja and draft a personalized check-in email."

Send Message

Update client records after a contract renewal

"Find all clients with a contract end date this month and update their billing rates in Invoice Ninja."

Send Message

Analyse revenue by service type

"Group my Invoice Ninja revenue by service category and create a chart in Google Sheets."

Send Message

Got a different task in mind? Describe it

Send Message

Draft invoices based on meeting notes

"Extract the billable hours from my meeting notes in Notion and draft a new invoice in Invoice Ninja."

Send Message

Follow up on project proposals

"Check which proposals I sent via email have not yet been converted to an invoice in Invoice Ninja."

Send Message

Update billing details for new project scopes

"Change the line items in Invoice Ninja for clients who recently signed a new scope of work."

Send Message

Reconcile travel expenses

"Cross-reference my travel receipts in Google Drive with the expense entries in Invoice Ninja."

Send Message

Send payment links to new clients

"Find new clients added this week in Invoice Ninja and email them a direct payment link."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Invoice Ninja AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Invoice Ninja AI Agent

🛸 Autopilot

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

The agents work across your apps 24/7.

They catch new payments, flag overdue accounts, and update your records before you even open the app.

Setting up an autopilot is too easy

New payment is received in Invoice Ninja

Describe...

1. Send a thank you note the moment a payment arrives

WhenNew payment is received in Invoice Ninja

Then

Read the payment details, check if it's a full payment, and send a personalized thank you email via Gmail.

Put on Autopilot

2. Flag overdue invoices before they become a problem

WhenEvery Monday at 09:00 AM

Then

Check for invoices 7 days past due and alert me in Slack.

Put on Autopilot

3. Log new clients in your CRM automatically

WhenNew client is created in Invoice Ninja

Then

Enrich the client record with their website and add them to HubSpot.

Put on Autopilot

4. Notify your bank of new revenue

WhenNew payment is received in Invoice Ninja

Then

Log the payment amount in my Google Sheets ledger.

Put on Autopilot

5. Update project status on payment

WhenNew payment is received in Invoice Ninja

Then

Check the invoice ID and mark the corresponding task as paid in Trello.

Put on Autopilot

1. Categorise new expenses instantly

WhenNew expense is created in Invoice Ninja

Then

Analyse the vendor and amount, then assign the correct tax category.

Put on Autopilot

2. Reconcile daily payments

WhenEvery day at 06:00 PM

Then

Summarise all payments received today and email a report to the team.

Put on Autopilot

3. Flag high-risk transactions

WhenNew expense is created in Invoice Ninja

Then

Check if the expense exceeds the budget and flag it for review.

Put on Autopilot

4. Sync tax data to cloud storage

WhenNew invoice is created in Invoice Ninja

Then

Save a PDF copy of the invoice to the client's folder in Google Drive.

Put on Autopilot

5. Monitor revenue trends

WhenEvery Monday at 08:00 AM

Then

Compare this week's revenue to the previous week and highlight the change.

Put on Autopilot

1. Alert the team when a large invoice is paid

WhenNew payment is received in Invoice Ninja

Then

If the payment is over $2,000, post a celebration message in the #sales Slack channel.

Put on Autopilot

2. Update client tiers based on billing

WhenNew invoice is created in Invoice Ninja

Then

Check total annual billing and update the client status in Pipedrive.

Put on Autopilot

3. Catch unpaid invoices at month-end

WhenEvery last day of the month at 05:00 PM

Then

Generate a list of all clients with outstanding balances and email it to the account manager.

Put on Autopilot

4. Onboard new clients automatically

WhenNew client is created in Invoice Ninja

Then

Send a welcome package via email and create a project board in Asana.

Put on Autopilot

5. Detect potential churn risk

WhenNew invoice is created in Invoice Ninja

Then

If the invoice amount is 50% lower than the last one, flag it for the account manager.

Put on Autopilot

1. Send invoices after project completion

WhenTask is completed in Asana

Then

Look up the client, calculate the hours, and draft an invoice in Invoice Ninja.

Put on Autopilot

2. Follow up on late proposals

WhenEvery Wednesday at 10:00 AM

Then

Check for proposals sent 3 days ago that have no invoice yet.

Put on Autopilot

3. Update billing rates for new contracts

WhenNew client is created in Invoice Ninja

Then

Check the contract in DocuSign and update the rate in Invoice Ninja.

Put on Autopilot

4. Log billable hours from calendar

WhenNew event is ended in Google Calendar

Then

Calculate the duration and add it as a line item to the client's invoice.

Put on Autopilot

5. Notify clients of upcoming renewals

WhenEvery 1st of the month at 09:00 AM

Then

Identify clients with contracts ending soon and draft a renewal email.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Invoice Ninja

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.

Invoice Creation Playbook

FormCollect data with form

1. Enter Project Details

Enter Project Details

Fill fields below 👇

Project Name *

Client Email *

Total Hours *

AI AgentExecute agent from playbook

2. Calculate and Draft

Agent

Calculate total based on $100/hr rate and draft invoice.

Complete in a clickSend data to 1500+ apps

3. Create Invoice

Create InvoiceinInvoice Ninja

4. Email Client

Send EmailinGmail

Invoice Creation Playbook

Draft a new invoice from project details in one click.

Clone This Playbook

Expense Logging Playbook

Log and categorise expenses from a photo.

Clone This Playbook

Client Onboarding Playbook

Setup new client profiles.

Clone This Playbook

Payment Follow-up Playbook

Chase late payments.

Clone This Playbook

Revenue Summary Playbook

Generate monthly income reports.

Clone This Playbook

Expense Audit Playbook

Review expenses for tax compliance.

Clone This Playbook

Tax Report Playbook

Prepare data for tax filings.

Clone This Playbook

Client Reconciliation Playbook

Match payments to invoices.

Clone This Playbook

Vendor Analysis Playbook

Review vendor spending.

Clone This Playbook

Budget Tracking Playbook

Monitor monthly budgets.

Clone This Playbook

Revenue Forecasting Playbook

Predict monthly revenue.

Clone This Playbook

Client Health Playbook

Evaluate client satisfaction.

Clone This Playbook

Contract Renewal Playbook

Manage contract renewals.

Clone This Playbook

Team Performance Playbook

Review team billing.

Clone This Playbook

New Service Launch Playbook

Update billing for new services.

Clone This Playbook

Project Scope Playbook

Manage project scope changes.

Clone This Playbook

Meeting Follow-up Playbook

Turn meeting notes into invoices.

Clone This Playbook

Client Reference Playbook

Request client testimonials.

Clone This Playbook

Proposal Follow-up Playbook

Track proposal status.

Clone This Playbook

Billing Rate Review Playbook

Analyse billable hours.

Clone This Playbook

1500+ App Integrations

Connect Invoice Ninja + 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 payment is received in Invoice Ninja

Then

Recurring Work on autopilot

Autopilot

Client Onboarding

Enter client details

Create profile

Send welcome email

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

Invoice Ninja

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Invoice Ninja AI Agent

An AI agent for Invoice Ninja is a digital worker that handles your billing, invoicing, and expense tasks autonomously by connecting Invoice Ninja to your other apps.

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 Invoice Ninja

Get every invoice paid and every record updated today

Chase every client who missed their payment deadline

Draft invoices from your tracked project time

Clean up your client contact list

Generate a monthly income summary

Reconcile recent expenses

Got a different task in mind? Describe it

Identify discrepancies in your tax filings

Categorise unassigned expenses

Prepare a monthly profit and loss report

Audit client payment patterns

Sync client data to your tax software

Got a different task in mind? Describe it

Review the status of high-value project invoices

Draft invoices for completed milestones

Send payment reminders to long-term partners

Update client records after a contract renewal

Analyse revenue by service type

Got a different task in mind? Describe it

Draft invoices based on meeting notes

Follow up on project proposals

Update billing details for new project scopes

Reconcile travel expenses

Send payment links to new clients

Got a different task in mind? Describe it

How Does a Invoice Ninja AI Agent Work

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

1. Send a thank you note the moment a payment arrives

2. Flag overdue invoices before they become a problem

3. Log new clients in your CRM automatically

4. Notify your bank of new revenue

5. Update project status on payment

1. Categorise new expenses instantly

2. Reconcile daily payments

3. Flag high-risk transactions

4. Sync tax data to cloud storage

5. Monitor revenue trends

1. Alert the team when a large invoice is paid

2. Update client tiers based on billing

3. Catch unpaid invoices at month-end

4. Onboard new clients automatically

5. Detect potential churn risk

1. Send invoices after project completion

2. Follow up on late proposals

3. Update billing rates for new contracts

4. Log billable hours from calendar

5. Notify clients of upcoming renewals

Playbooks

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

What are playbooks?

Invoice Creation Playbook

Expense Logging Playbook

Client Onboarding Playbook

Payment Follow-up Playbook

Revenue Summary Playbook

Expense Audit Playbook

Tax Report Playbook

Client Reconciliation Playbook

Vendor Analysis Playbook

Budget Tracking Playbook

Revenue Forecasting Playbook

Client Health Playbook

Contract Renewal Playbook

Team Performance Playbook

New Service Launch Playbook

Project Scope Playbook

Meeting Follow-up Playbook

Client Reference Playbook

Proposal Follow-up Playbook

Billing Rate Review Playbook

Connect Invoice Ninja + 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 Invoice Ninja AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Invoice Ninja AI Agent