Define the client, amount, and send date once and the same invoice goes out every month on schedule. It pro-rates partial months when a retainer starts mid-cycle and gives you a heads-up before each one sends.
Define the client, amount, and send day a single time. The same invoice goes out every month with no further input.
When a retainer starts mid-cycle it bills the right fraction of the month, then the full amount from the next one on.
You get a reminder the day before each invoice goes out. Adjust the amount or pause it before anything reaches the client.
Knowing exactly when each retainer bills makes income easy to forecast. Recurring revenue stops being a guessing game.
Run a separate schedule for every retainer client in parallel. Each keeps its own amount, date, and terms.
No more missed months because billing slipped your mind. The agent never forgets a send date.
It works from the schedule and amount you set once.
Configure the retainer a single time and it repeats itself.
Calculates each cycle, including partial ones, on its own.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
"Invoice Sarah for the branding project." AI pulls the contract, tracked time, and rate — builds the invoice.
Set the monthly hours, rate, and terms. AI builds a recurring services agreement with rollover and cancellation clauses.
Invoice overdue? AI sends progressively firmer reminders — friendly at day 3, direct at day 7, formal at day 14.
Based on your contracts and invoice schedule, AI predicts your income for the next 30/60/90 days.