Does the Invois Online agent actually execute tasks?

Yes. Unlike a copilot, DoMyWork executes the work. You describe the task in plain English, and it performs the actions within Invois Online and your other connected apps.

How is this different from native Invois Online automation?

Native Invois Online features handle basic rules. DoMyWork uses AI to understand context, make decisions, and perform multi-step work across 1,500+ apps that native tools cannot reach.

Is this better than Zapier for Invois Online?

Zapier requires you to build logic step-by-step. With DoMyWork, you describe the outcome in plain English and the agent handles the execution, including complex intelligence steps.

Can the agent monitor my Invois Online account?

Yes. You can set up agents on autopilot to watch for new invoices, late payments, or other events and act on them instantly, 24/7, without you needing to do anything.

Is my Invois Online data safe?

DoMyWork follows strict enterprise security standards. We only access the data required to complete the specific tasks you assign, and we never use your data to train public models.

Can the agent connect Invois Online to other apps?

Absolutely. The agent can read data from Invois Online and perform actions in Gmail, Slack, HubSpot, Google Sheets, and over 1,500 other business applications.

AI Agent for Invois Online

Create, send, and reconcile your invoices automatically. DoMyWork AI agents work with Invois Online and 1,500+ apps to turn billing into cash flow.

Draft invoices for all billable hours in my sheet

Find overdue invoices and send polite reminders

Sync new Invois Online clients to my CRM

Summarise this month's revenue in a report

Check for duplicate invoices from last week

Update invoice status based on bank feed

Agent for

Invois Online

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your unpaid invoices into cash in the bank

Draft new invoices, chase late payments, reconcile bank feeds, and update your CRM records.

12 invoices drafted in Invois Online

Catch up on every unpaid invoice from last month

"Review all unpaid invoices in Invois Online from last month, draft a personalised follow-up email for each client in Gmail, and flag the list in Slack for my review."

Send Message

Generate a summary of this quarter's revenue

"Pull all paid invoices from Invois Online for this quarter, calculate the total revenue, and create a summary table in Google Sheets."

Send Message

Identify clients with the most late payments

"Analyse invoice history in Invois Online to find the top 5 clients who consistently pay late."

Send Message

Draft a bulk invoice run for recurring clients

"Find all clients in Invois Online with a recurring contract, draft their monthly invoices, and save them as drafts."

Send Message

Check for missing tax information on new invoices

"Review all new invoices in Invois Online to ensure valid tax IDs are present, and list any missing ones."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile recent payments against bank statements

"Compare the latest bank statement in my folder with paid invoices in Invois Online and flag any discrepancies."

Send Message

Flag invoices that lack a corresponding purchase order

"Cross-reference Invois Online invoices with our project tracker to find any missing purchase orders."

Send Message

Send payment receipts to clients who just paid

"Identify all invoices marked as paid today in Invois Online and email a receipt to each client."

Send Message

Prepare a list of bad debts for write-off

"Find all invoices in Invois Online overdue by more than 90 days and compile a list for the write-off process."

Send Message

Update invoice payment terms for key accounts

"Find all invoices for our top 10 clients and update their payment terms to Net 60 in Invois Online."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up client records in Invois Online

"Find clients with incomplete address or contact details in Invois Online and pull the correct info from our CRM."

Send Message

Archive completed project invoices

"Identify all fully paid invoices for projects marked as 'Closed' in our tracker and archive them in Invois Online."

Send Message

Standardise invoice descriptions for clarity

"Review recent invoice descriptions in Invois Online and rewrite them to follow our standard naming convention."

Send Message

Sync client contact updates from the CRM

"Check for recent contact changes in our CRM and update the corresponding client profiles in Invois Online."

Send Message

Remove duplicate client entries

"Search for duplicate client names in Invois Online, merge the records, and update the invoice history."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Invois Online AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Invois Online 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 invoices, flag late payments, and update your records before you even open the app.

Setting up an autopilot is too easy

New invoice is created in Invois Online

Describe...

1. Alert the team when a high-value invoice is paid

WhenInvoice is marked as paid in Invois Online

Then

Check if the invoice amount is over $10,000, then post a celebratory message to the team in Slack.

Put on Autopilot

2. Send a thank you note for early payments

WhenInvoice is marked as paid in Invois Online

Then

If paid before the due date, draft a personal thank you email in Gmail for the founder to sign.

Put on Autopilot

3. Flag potential churn risks from billing patterns

WhenInvoice is marked as overdue in Invois Online

Then

Check if this client has missed two consecutive payments, then flag them as a churn risk in our CRM.

Put on Autopilot

4. Summarise daily billing activity

WhenEvery day at 05:00 PM

Then

Summarise all invoices created and paid today in Invois Online and email the report to the founder.

Put on Autopilot

5. Notify when a new client signs up

WhenNew client is created in Invois Online

Then

Verify the client's domain, check their industry, and send a welcome message via Slack.

Put on Autopilot

1. Automatically chase overdue payments

WhenInvoice is marked as overdue in Invois Online

Then

Check the invoice age, draft a reminder email in Gmail, and schedule it to be sent to the client.

Put on Autopilot

2. Reconcile payments against bank records

WhenInvoice is marked as paid in Invois Online

Then

Match the payment to the correct bank transaction and update the invoice status in Invois Online.

Put on Autopilot

3. Update tax records for new invoices

WhenNew invoice is created in Invois Online

Then

Extract the tax amount, calculate the VAT, and log the details in our accounting spreadsheet.

Put on Autopilot

4. Flag invoices with incorrect currency settings

WhenNew invoice is created in Invois Online

Then

Check if the invoice currency matches the client's region and flag for review if it does not.

Put on Autopilot

5. Notify the team of payment failures

WhenPayment fails in Invois Online

Then

Identify the reason for failure and post an alert in the finance Slack channel.

Put on Autopilot

1. Sync new client data to the CRM

WhenNew client is created in Invois Online

Then

Create a new contact in our CRM with the client's details and link the Invois Online profile.

Put on Autopilot

2. Update invoice status from project tracker

WhenNew invoice is created in Invois Online

Then

Check the project status in our tracker and add a note to the invoice in Invois Online.

Put on Autopilot

3. Clean up client addresses

WhenNew client is created in Invois Online

Then

Validate the address against a mapping service and update the record in Invois Online if needed.

Put on Autopilot

4. Monitor for duplicate client entries

WhenNew client is created in Invois Online

Then

Search for existing clients with similar names and flag for manual merge if a duplicate is found.

Put on Autopilot

5. Archive invoices for completed projects

WhenInvoice is marked as paid in Invois Online

Then

Check if the linked project is closed, then archive the invoice in Invois Online.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Invois Online

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 👇

Company Name *

Contact Email *

AI AgentExecute agent from playbook

2. Validate Company

Agent

Search for {{Company Name}} and verify the registration status and official address.

Complete in a clickSend data to 1500+ apps

3. Create Invois Profile

Create ClientinInvois Online

4. Sync to CRM

Create ContactinCRM

New Client Onboarding Playbook

Set up a new client in Invois Online and sync to CRM.

Clone This Playbook

Monthly Revenue Review Playbook

Generate and email a revenue report.

Clone This Playbook

Late Payment Escalation Playbook

Escalate overdue invoices to management.

Clone This Playbook

Bulk Invoice Draft Playbook

Draft invoices for recurring clients.

Clone This Playbook

Invoice Correction Playbook

Fix invoice errors.

Clone This Playbook

Bank Reconciliation Playbook

Match payments to invoices.

Clone This Playbook

Tax Compliance Playbook

Check tax settings.

Clone This Playbook

Refund Processing Playbook

Process client refunds.

Clone This Playbook

Payment Reminder Playbook

Send reminders.

Clone This Playbook

Bad Debt Write-Off Playbook

Write off uncollectible debt.

Clone This Playbook

Client Data Cleanup Playbook

Fix client info.

Clone This Playbook

Invoice Archiving Playbook

Archive old invoices.

Clone This Playbook

Invoice Template Update Playbook

Update templates.

Clone This Playbook

Duplicate Client Merge Playbook

Merge duplicates.

Clone This Playbook

Invoice Sync Playbook

Sync invoices to tracker.

Clone This Playbook

1500+ App Integrations

Connect Invois Online + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

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

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

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

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (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

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New invoice is created in Invois Online

Then

Recurring Work on autopilot

Autopilot

Invoice Processing

Enter invoice details

Verify client data

Issue invoice

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

Invois Online

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Invois Online AI Agent

It is an intelligent assistant that connects to Invois Online to execute tasks like drafting invoices, chasing payments, and updating client records, rather than just suggesting them.

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 Invois Online

Turn your unpaid invoices into cash in the bank

Catch up on every unpaid invoice from last month

Generate a summary of this quarter's revenue

Identify clients with the most late payments

Draft a bulk invoice run for recurring clients

Check for missing tax information on new invoices

Got a different task in mind? Describe it

Reconcile recent payments against bank statements

Flag invoices that lack a corresponding purchase order

Send payment receipts to clients who just paid

Prepare a list of bad debts for write-off

Update invoice payment terms for key accounts

Got a different task in mind? Describe it

Clean up client records in Invois Online

Archive completed project invoices

Standardise invoice descriptions for clarity

Sync client contact updates from the CRM

Remove duplicate client entries

Got a different task in mind? Describe it

How Does a Invois Online AI Agent Work

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

1. Alert the team when a high-value invoice is paid

2. Send a thank you note for early payments

3. Flag potential churn risks from billing patterns

4. Summarise daily billing activity

5. Notify when a new client signs up

1. Automatically chase overdue payments

2. Reconcile payments against bank records

3. Update tax records for new invoices

4. Flag invoices with incorrect currency settings

5. Notify the team of payment failures

1. Sync new client data to the CRM

2. Update invoice status from project tracker

3. Clean up client addresses

4. Monitor for duplicate client entries

5. Archive invoices for completed projects

Playbooks

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

What are playbooks?

New Client Onboarding Playbook

Monthly Revenue Review Playbook

Late Payment Escalation Playbook

Bulk Invoice Draft Playbook

Invoice Correction Playbook

Bank Reconciliation Playbook

Tax Compliance Playbook

Refund Processing Playbook

Payment Reminder Playbook

Bad Debt Write-Off Playbook

Client Data Cleanup Playbook

Invoice Archiving Playbook

Invoice Template Update Playbook

Duplicate Client Merge Playbook

Invoice Sync Playbook

Connect Invois Online + 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 Invois Online AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Invois Online AI Agent