BillGrid

BillGrid helps freelancers and small studios manage invoices, estimates, time and clients.

See overdue balances separately by currency, inspect invoice and estimate details, and find work that has not been invoiced. Log time and expenses, manage project tasks, and prepare invoice or estimate drafts with discounts and tax.

Before sending an invoice, estimate or payment reminder, the assistant shows the recipients, subject, amount or price basis, message opening and PDF attachment state. It waits for your explicit confirmation in a later reply. Connecting BillGrid does not approve an email.

The assistant connection cannot charge cards, transfer or refund money, record payments, delete records or change your subscription. Sending uses BillGrid's own document messages. Marking an invoice sent, resuming reminders or recurring invoices, and restoring a client or project can restart automatic emails under your existing settings. Review those settings before requesting these actions.

Requires an existing BillGrid account with AI assistant access. Review business records, notes and PDFs before connecting; do not rely on automatic detection or redaction. The connection shows the requested access. Account owners control assistant actions and whether staff may connect; staff remain limited by their BillGrid permissions. Assistant changes appear in BillGrid's activity. Disconnect any time in Settings > AI assistants.