Automate your Productive.io invoice generation with AI
Swiftask integrates with Productive.io to turn your project data into ready-to-send invoices, without manual entry.
Result:
Cut billing time by 80% and eliminate human errors.
AI Agents
productive.io
Connector productive.io · Secure OAuth 2.0
Manual billing is a major bottleneck
Billing based on Productive.io data is often a tedious manual process. Teams struggle with extracting hours, verifying rates, and creating documents, which delays payments.
Main negative impacts:
High risk of errors
Manual data entry from your projects to invoices leads to calculation errors and missed billable hours.
Delayed payments
The time spent manually preparing invoices pushes back sending dates, impacting your cash flow.
Administrative burden
Project managers waste valuable time on accounting tasks instead of focusing on project profitability.
Swiftask automates the reading of Productive.io data and generates your invoices instantly. The AI agent verifies the data and prepares the final document.
BEFORE / AFTER
What changes with Swiftask
Traditional billing management
Manual export of timesheets from Productive.io, reconciliation in Excel, creation of the invoice in your accounting tool, manual sending. A process that takes hours every month-end.
Automation with Swiftask
As soon as a milestone is reached or a period ends, the Swiftask AI agent extracts data from Productive.io, generates the invoice, and sends it for validation. A smooth, error-free process.
Automate your billing in 4 simple steps
1
STEP 1 : Connect Productive.io to Swiftask
Use your API key to securely link Swiftask to your Productive.io workspace.
2
STEP 2 : Define your billing rules
Configure the AI agent to identify billable projects and apply the correct hourly rates.
3
STEP 3 : Automate generation
The agent extracts data, calculates the total amount, and generates the PDF invoice according to your template.
4
STEP 4 : Validation and sending
Receive a notification to validate the generated invoice before its automatic delivery to the client.
AI capabilities for your invoices
The AI analyzes timesheets, project expenses, and client contracts to ensure accurate billing.
- Target connector: The agent performs the right actions in productive.io based on event context.
- Automated actions: Automatic extraction of billable hours. Tax and discount calculation. Custom PDF generation. Automatic sending via email or your accounting tool.
- Native governance: Every step is logged in Swiftask for easy accounting audit.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-productive.io@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Major operational benefits
Accounting precision
Eliminate entry errors thanks to automated data extraction.
Optimized cash flow
Invoices sent faster, payments received sooner.
Core focus
Free your teams from repetitive administrative tasks.
Ensured compliance
Standardize your invoices to meet legal requirements.
Scalability
Manage hundreds of projects without increasing your administrative load.
Financial data security
Swiftask applies enterprise-grade security standards for your productive.io automations.
- Data encryption: All data extracted from Productive.io is processed with high-level encryption.
- Restricted access: Precisely control who can validate and send invoices.
- Audit logs: Full history of actions for total transparency.
- GDPR compliance: Strict adherence to personal data protection standards.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your profitability
| Metric | Before | After |
|---|---|---|
| Preparation time | 4 hours per project | 5 minutes (verification) |
| Billing errors | 5-10% of invoices | Near 0% |
| Billing delay | D+7 after closing | Instantaneous |
| Admin cost | High | Reduced by 70% |
Take action with productive.io
Cut billing time by 80% and eliminate human errors.