AI agents for Harvest
A Monmo agent works in Harvest the way a billing coordinator at a services firm would. It checks timesheets before they are submitted, drafts invoices from uninvoiced time and expenses, logs expenses from emailed receipts, warns when a project budget runs low and chases overdue invoices. It uses your own Harvest account and asks before it saves an entry or sends an invoice.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Harvest
Draft invoices from uninvoiced time
At month end it reads the uninvoiced hours and expenses for each client, drafts the invoice with line items by task or project, and shows it to you before anything is created or sent.
AskDraft November invoices in Harvest for every client with uninvoiced time. Don't send any of them.
Check timesheets before the deadline
Every Friday afternoon it reads the week's timesheets, finds missing days, entries with no notes and time on the wrong project, and drafts a reminder for each person.
AskEvery Friday at 3, check this week's Harvest timesheets and draft reminders for anyone missing time.
Log expenses from receipts
It finds receipts in Gmail or a Google Drive folder, reads merchant, date and amount, and drafts each expense against the right project and category, marked billable where you say.
AskLog the receipts in my Expenses folder as Harvest expenses on the Acme project, billable. Show me first.
Warn when budgets run low
Each Monday it compares hours or fees spent with each project's budget, lists projects past the alert level you chose, and notes which tasks used the most.
AskEvery Monday, tell me which Harvest projects have used more than 75% of budget, with the tasks driving it.
Chase overdue invoices
It lists open invoices past their due date, checks your email for a reply from the client, and drafts a polite reminder with the invoice attached, sent only on your approval.
AskList Harvest invoices more than 14 days overdue and draft a reminder for each client.
Draft today's timesheet
At the end of the day it reads your Google Calendar and the documents you worked on, and drafts time entries with project, task and notes for you to confirm.
AskDraft my Harvest timesheet for today from my calendar and the files I touched. I'll confirm before you save.
Prepare the profitability review
Each quarter it combines hours, billable rates, cost rates and invoiced amounts per client into a Google Sheets review that shows where you earn and where time is given away.
AskBuild a Q3 profitability review from Harvest by client: hours, billed, cost and margin.
How it connects
- 1You connect your own Harvest account once. What the agent sees follows your Harvest role: an administrator's login reaches every project and invoice, while a member's login reaches only that person's own time.
- 2You choose which agents may use Harvest. A finance agent that prepares invoices needs it, your Chief of Staff may draft your timesheet, and agents that never touch billing can go without.
- 3Reading time, expenses, budgets and invoices needs no approval. Saving a time entry or expense, creating an invoice, sending it or recording a payment asks first. Approving submitted timesheets stays with your approvers.
More in Projects, tasks and time
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Harvest is not on screen.
On screen
Xero
Gmail
Google Sheets
Pick a job. Watch it get done.
- Why
- Your weekday bookkeeping routine.
- Where
- Fieldwork in Xero · business account
- What to expect
- Marks 18 lines reconciled. The 2 odd lines are left for you, and no reminder is sent.
Your team. Connected to everything.
Cash and receivables — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent create invoices in Harvest?
It drafts them and creates them when you approve. A Monmo AI agent reads uninvoiced time and expenses, builds each invoice with the line items you prefer and shows it on a card. Sending it to the client is a separate approval. It works through the Harvest connection, or in its own browser when the connection does not cover something.
Can it fill in my Harvest timesheet for me?
It can draft it. The agent reads your Google Calendar, the tasks you closed and the files you worked on, and proposes entries with project, task, hours and notes. You confirm or correct them before they are saved, because the time you log becomes what clients are billed.
Can it check Harvest invoices against QuickBooks or Xero?
Yes. With both connected, the agent compares invoices and payments in Harvest with those in QuickBooks or Xero, and lists anything missing, duplicated or recorded at a different amount. It explains each difference, and fixing a record in either app asks first.
Is it safe to let an AI agent see our billing rates?
The agent sees what your connected Harvest login sees, so connect a role that matches the job. It reads rates and invoices only to do the work you ask and asks before any change. You can limit Harvest to a single finance agent and disconnect it at any time.