Automate daily Timely-to-Xero invoice push and sync
$1,252/yr
Cowork Plugin
automate
<1 week
A Claude AI workflow that sits inside the Financial Operations bundle and runs the daily Timely-to-Xero invoice push for you. Each morning Hannah downloads the completed-jobs report from Timely (the same export she already runs) and uploads it to Claude. Claude does the rest: it matches every job to the right Xero contact, creates the invoices, and flags anything it couldn't match. It's one of several workflows in the Financial Operations bundle, all aimed at reducing the daily admin load around invoicing and payments. Nothing new to buy and no new logins, you keep using Xero exactly as you do today.
Automate contractor invoice reconciliation against Timely roster
$2,697/yr
Cowork Plugin
automate
1-2 weeks
A Claude AI workflow inside the Financial Operations bundle that runs the full fortnightly reconciliation for you. It pulls each contractor's PDF invoice from Google Drive (where they already land), reads your contractor rate table out of Sheets, and takes a copy of the Timely hours export. Claude reads every PDF as if a person were eyeballing it, then checks each contractor's billed amount against their roster hours and contracted rate. All data stays in Sheets, which your team already uses. It's one of several workflows in the Financial Operations bundle, specifically the contractor pay run.
Build AI agent for fortnightly cash reconciliation reporting
$1,115/yr
Cowork Plugin
automate
<1 week
A Claude AI skill inside the Financial Operations plugin your team installs once. This skill handles Fortnightly Cash Reconciliation Report, it is one of several skills in the PLG-001 plugin bundle covering financial and administrative workflows. Hannah uploads the fortnightly Timely bookings CSV, and the skill reads your cash client registry from Google Sheets, calculates expected amounts per contractor team, compares against the confirmed drops column, and drafts a structured verification email to Simone in Gmail. No new tools or subscriptions needed, it connects to Google Sheets and Gmail, which Jet Lag Remedy already uses, and reads the Timely data from a simple CSV export. All data stays in Google Sheets, which your team already uses.
Fix manual invoicing for non-DD clients with AI-assisted dispatch
$3,166/yr
Cowork Plugin
automate
~2 weeks
Three connections involved: Timely (Hannah uploads the daily CSV), Google Sheets (the new rules sheet), and Xero. Xero doesn't talk to Claude out of the box, so we build the bridge between them once as part of this work. After that it's invisible to Hannah, she just uploads the CSV each morning.
Automate Pinch failed payment dunning and dishonor fee application
$2,898/yr
Cowork Plugin
automate
1-2 weeks
It connects to Pinch Payments to pull every failed and outstanding payment, reads Xero to check invoice status, and drafts personalised escalation emails in Gmail, all in one session.