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Freelancer Business Manager
Automate your freelance business: track time, generate invoices, send payment reminders, estimate quarterly taxes, and manage client communications.
🤖 0 ↑ 0 ↓ | 👤 0 ↑ 0 ↓
advanced⏱ 30 min setup🔄 12 swappable alternatives
🧂 Ingredients
🔌 APIs
create_and_send_invoices_track_payments
🔄 Alternatives:
Square — Better for in-person payments tooPaddle — Handles tax/compliance as MoRLemonsqueezy — Simple SaaS payments
Pull tracked time entriesrequired
pull_tracked_time_entries
🔄 Alternatives:
Clockify — Free unlimited trackingHarvest — Better invoicing integrationWakatime — Automatic coding time tracking
send_invoices_and_payment_reminders
🔄 Alternatives:
Outlook — Microsoft ecosystem integrationSendgrid — Transactional email at scaleMailgun — Developer-friendly email API
estimate_taxes_and_generate_financial_summaries
🔄 Alternatives:
Anthropic — Better at analysis and reasoningGemini — Free tier, multimodalMistral — Open-weight, EU-hosted
📋 Step-by-Step Build Guide
STEP 1
At month end, pull all time entries from Toggl grouped by client
At month end, pull all time entries from Toggl grouped by client
At month end, pull all time entries from Toggl grouped by client Steps: 1. Validate all required inputs are available 2. Execute the operation described above 3. Verify the result meets expected output format 4. Handle errors gracefully — retry transient failures, log and alert on persistent ones 5. Return structured output with status and any relevant data If any required data is missing, request it from the user before proceeding.
STEP 2
Calculate billable amounts based on client rates
Calculate billable amounts based on client rates
Process the data and calculate the requested metrics. Steps: 1. Validate input data — check for nulls, out-of-range values, duplicates 2. Apply the calculation/aggregation logic 3. Compare against benchmarks or previous periods if available 4. Format results with appropriate precision (2 decimal places for percentages, whole numbers for counts) Include: current value, previous value, change (absolute and %), trend direction (↑↓→). Flag any anomalies: values >2 standard deviations from the mean. If insufficient data for a reliable calculation, state the minimum needed and return partial results.
STEP 3
Generate invoices via Stripe for each client
Generate invoices via Stripe for each client
Generate invoices via Stripe for each client Steps: 1. Validate all required inputs are available 2. Execute the operation described above 3. Verify the result meets expected output format 4. Handle errors gracefully — retry transient failures, log and alert on persistent ones 5. Return structured output with status and any relevant data If any required data is missing, request it from the user before proceeding.
STEP 4
Email invoices with professional cover letter
Email invoices with professional cover letter
Email invoices with professional cover letter Steps: 1. Validate all required inputs are available 2. Execute the operation described above 3. Verify the result meets expected output format 4. Handle errors gracefully — retry transient failures, log and alert on persistent ones 5. Return structured output with status and any relevant data If any required data is missing, request it from the user before proceeding.
STEP 5
Track outstanding invoices — send reminders at 15 and 30 days
Track outstanding invoices — send reminders at 15 and 30 days
Send a notification to the user via the configured messaging channel.
For Pushover:
POST https://api.pushover.net/1/messages.json
Body: { token: {APP_TOKEN}, user: {USER_KEY}, message: "{notification_text}", title: "{title}", priority: 0 }
For Twilio SMS:
POST https://api.twilio.com/2010-04-01/Accounts/{SID}/Messages
Body: To={phone}, From={twilio_number}, Body={message_text}
Keep the message concise — under 160 characters for SMS, under 500 for push.
Include the most actionable information first.
Log: timestamp, channel, recipient, message preview, delivery status.STEP 6
Estimate quarterly tax liability based on YTD income
Estimate quarterly tax liability based on YTD income
Estimate quarterly tax liability based on YTD income Steps: 1. Validate all required inputs are available 2. Execute the operation described above 3. Verify the result meets expected output format 4. Handle errors gracefully — retry transient failures, log and alert on persistent ones 5. Return structured output with status and any relevant data If any required data is missing, request it from the user before proceeding.
STEP 7
Generate monthly P&L summary
Generate monthly P&L summary
Compile the gathered data into a structured report. Format as clean Markdown with: - Title/date header - Executive summary (2-3 sentences) - Key metrics section with actual numbers - Detailed sections with bullet points - Action items or recommendations at the end Keep it scannable — busy people read reports in 30 seconds. Use emoji sparingly for visual anchors (📊 metrics, ✅ wins, ⚠️ concerns, 📋 action items). Include data comparisons: "X this period vs Y last period (↑Z%)" If any data source was unavailable, note it clearly: "⚠️ [Source] data unavailable — excluded from this report."
🤖 Example Agent Prompt
At month end, pull all time entries from Toggl grouped by client Steps: 1. Validate all required inputs are available 2. Execute the operation described above 3. Verify the result meets expected output format 4. Handle errors gracefully — retry transient failures, log and alert on persistent ones 5. Return structured output with status and any relevant data If any required data is missing, request it from the user before proceeding.
Copy this prompt into your agent to get started.