Draft and send invoices from email details
Claude Code checks the user's emails for invoice details, then drafts and sends invoice emails with PO numbers via FreeAgent and pulls bookkeeping details for their accountant.
Done withClaude Code
- What they did
- The poster says a quick prompt to Claude Code now handles invoicing by checking their emails for the invoice details, using a connection to FreeAgent, drafting the invoice email, and sending it with the PO number. They also say Claude can pull bookkeeping details for accountant conversations; a commenter advised keeping the final send as a human approval step and limiting FreeAgent access.
- How it went
- The stated result was that invoices can be sent within a minute and bookkeeping details can be gathered in seconds, contributing to more free evenings, weekends, and sleep. The thread gives no hard metrics beyond those time claims, and a commenter flags the risk of bad inbox inputs triggering account actions.
- Worth knowing
- The main catch from the comments is to require manual approval before sending and give FreeAgent the narrowest permissions possible.
Try it yourself with Claude Code
Search my email for the latest messages from [client name] about [project or work done] and pull out the amount, PO number, and due date. Draft an invoice email I can review, using my invoicing tool [FreeAgent or other] if it is connected. Pause and show me the full draft before sending anything, and when it is approved, give me a short summary of the invoice details for my accountant.
Want help getting this working? Join the Vibe Coding Academy ↗ Run by Alex Finn, who also runs this site.
Source: Reddit · Undated
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