Patricia works your Harvest.
Ask her in Slack. She tells you which retainers are burning hot, drafts the invoice off the hours logged, and holds the send until you say yes.
@Pati which client budgets are we eating into this month?
Two retainers are running hot with a week still to go:
- Northwind: 47 of 50 monthly hours logged, 94 percent burned
- Fernbrook: 38 of 40 hours, and there are two open tasks that will blow past it
- Want me to flag Fernbrook to the account lead before it goes over?
Yes, flag it. And draft Northwind's invoice for the hours so far.
Flagged Fernbrook to the account lead. Northwind's invoice is drafted from the 47 billable hours logged, $7,050 at the retainer rate, itemized by project. It is ready the moment you want it out, but I will not send it to the client until you give the yes.
Patricia + Harvest
What she does in Harvest.
Real actions she takes on your say-so, not a list of API endpoints.
Watch billable hours against the budget
Hours logged versus hours sold on every retainer, surfaced in Slack, so you catch the client eating 90 percent of the budget with a week left instead of at invoice time.
Log and correct time entries
She starts, stops, and fixes time entries against the right project and task, so the hours behind the invoice are clean before anyone bills them.
Draft the invoice off logged time
She builds the invoice from the billable hours already tracked, itemized by project, ready for your review. It goes out only after you approve, never on her own.
Answer the utilization questions
Who is over-allocated, which projects are underwater, how this month's billable hours compare to last, pulled from the timesheets without chasing anyone for a report.
Keep projects and clients current
New client engagements set up with their budgets and rates, projects and tasks kept accurate, so the hours land where they are supposed to from day one.
Hold the send until you approve
Reading time and pulling reports run on their own. Sending an invoice moves money and goes to a client, so she drafts it, shows you, and waits for your yes in Slack.
Say it like you'd say it
Things to ask her on day one.
Which client budgets are we over on this month?
How many billable hours did we log on Northwind so far?
Draft Fernbrook's invoice from the hours tracked for me to review before it sends
Who on the team is over-allocated this week?
Pull a utilization report for the partners with hours by project
Better together
Harvest is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Popular pairings
Harvest, paired.
See what Harvest unlocks alongside the other tools your agency runs, each on its own page.
Setup
Harvest, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Harvest
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Harvest connected
Ask
Mention @Pati with the question. Reading hours and reports runs on its own; sending an invoice waits for your yes.
@Pati Which client budgets are we over on this month?
On it.
FAQ
Harvest questions, answered.
What can Patricia actually do in Harvest?
She reads time entries, projects, clients, budgets, and reports, logs and corrects hours, and drafts invoices and estimates from tracked time. Reads and reports are instant; sending an invoice waits for approval.
Will she send an invoice on her own?
No. An invoice moves money and goes to a client, so she drafts it, shows it to you in Slack, and sends only after your explicit yes. Tracking hours, watching budgets, and pulling reports run on their own.
Which Harvest plan do we need?
Any Harvest plan with invoicing works. She connects through Harvest's official OAuth flow with the access you approve, the same way other approved tools do, and only sees the account you connect.
We track hours per client. Does that stay separate?
Yes, that is the setup she expects at an agency. Each client's projects, budgets, and invoices stay walled off from the rest, so one client's hours never show up in another's answer.
What does the Harvest integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
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