The AI agent for billing specialists
Sauna reads logged time in Harvest and your billing rules, drafts the invoices in QuickBooks, chases overdue payments, and reconciles the ledger, holding each send for your approval.
What it does
What Sauna does for billing specialists
- 01
Draft client invoices
Sauna assembles draft invoices in QuickBooks from logged hours in Harvest, applying your rates and billing rules for each client to review.
- 02
Chase overdue payments
It drafts dunning emails for past-due invoices, each referencing the invoice number and amount, ready for you to send.
- 03
Reconcile time and bills
Sauna compares logged time against what was invoiced and flags any unbilled hours in a Slack note for you to resolve.
- 04
Build AR reports
It drafts a weekly accounts-receivable aging report in Google Sheets showing what's outstanding and by how long.
Put Sauna to work on this.
Get started for freeIn context
Ask in chat. It does the work.
Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“Pull last month's hours from Harvest, draft the client invoices in QuickBooks with our rates, and flag any logged time that hasn't been billed yet.”
Plugs into the tools you already run — and thousands more, or any MCP server.
Good to know
Questions, answered.
Will it send invoices or charge clients itself?
No. Invoices and payment chasers are drafted and held; you approve every one before it reaches a client.
Can it bill the wrong amount?
It applies your rates to the logged hours and flags anything that doesn't reconcile rather than guessing an amount.
Is my data safe?
Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.
Keep exploring
More ways teams use Sauna
Put Sauna to work for billing specialists.
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