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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.

🤖 00 ↓  |  👤 00
advanced30 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_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.