Patricia works your Moco.
Ask her in Slack. She reads the hours and budgets, drafts the invoices, and sends nothing to a client until you approve it.
@Pati it's invoicing day. Where are the retainers on budget, and what is ready to bill?
Read the tracked hours and budgets for June. Here is the picture before anything goes out:
- Northwind: 128 of 140 retainer hours used, on budget, ready to invoice
- Fernbrook: 156 hours against a 140 cap, 16 hours over, worth a note before billing
- Two Northwind invoices from May are past due. Want me to draft reminders as well?
Draft the June invoices and the two reminders. I will review before anything sends.
Drafted. June invoices for both retainers are ready, with Fernbrook's overage broken out as its own line, and the two May reminders are queued. Nothing sends to a client until you give the word.
Patricia + Moco
What she does in Moco.
Real actions she takes on your say-so, not a list of API endpoints.
Read hours against budget
She reads tracked time on every project against its budget and tells you what is on track, what is over, and what is ready to bill, answered in the channel.
Log and fix time entries
She creates time-tracking activities from what people actually did, in bulk when a week needs catching up, and corrects an entry that landed on the wrong project.
Draft the month's invoices
At invoicing time she prepares the invoices from tracked hours, breaking out overages and extras as their own lines, ready for you to review.
Hold every send for your yes
Sending an invoice or a payment reminder to a client waits for explicit approval. She drafts and queues; you decide what actually goes out.
Keep projects and clients current
New companies, contacts, and deals get created and kept up to date, and she comments on a project so the context lives where the numbers do.
Close the books cleanly
She records payments received, attaches supporting documents to an invoice, and prepares the bookkeeping export, so month-end reconciles without the scramble.
Say it like you'd say it
Things to ask her on day one.
Which retainers are over budget this month?
Log 6 hours for Maya on the Northwind project for yesterday
Draft the June invoices from tracked hours, I will review before sending
Which invoices are past due right now?
Prepare the bookkeeping export for last month
Better together
Moco is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Moco, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Moco
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Moco connected
Ask
Mention @Pati with the job. Reading and reporting happen on their own; sending an invoice to a client waits for your yes.
@Pati Which retainers are over budget this month?
On it.
FAQ
Moco questions, answered.
What can Patricia actually do in Moco?
She reads project hours and budgets, creates and corrects time entries in bulk, drafts invoices from tracked time, records payments, prepares reminders and bookkeeping exports, and keeps companies, contacts, and deals current. Reading and drafting run on their own; sending an invoice to a client waits for approval.
Will she send an invoice on her own?
No. Reporting on hours and budgets runs on its own, that is the point. Anything that reaches a client, like sending an invoice or a payment reminder, waits for your explicit yes in Slack.
Which Moco plan do we need?
Any plan works. She connects through Moco's official OAuth flow, the same way other approved apps do, and only sees the account you connect.
We run several clients through one Moco. Does that stay separate?
Yes, that is the setup she expects at an agency. Hours, budgets, and invoices stay tied to their project and client, so each one reads cleanly on its own.
What does the Moco 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.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.