The gap between the call and the invoice, closed automatically.
What was agreed lives in a recording, the work lives in a tracker, and the invoice is reconstructed from memory at month-end. An agent keeps the thread intact across every engagement.
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An AI agent for consulting firms keeps the thread between a client call and the invoice intact: it turns the call into scoped actions with owners, updates the engagement tracker, drafts the weekly client status, and assembles what is billable at month-end. Each engagement runs against its own connected accounts, and anything sent to a client waits for approval.
At a glance
| Best for | Consultancies & professional services |
|---|---|
| Key integrations | Zoom, Google Calendar, Notion, Monday.com |
| Connects to | 3,000+ apps via managed OAuth |
| Setup | Connect your tools — no code required |
| Autonomy | Suggest-only to fully autonomous, with approval gates |
| Pricing | 4-day trial (card required, no charge today), then paid plans |
By Loïc Jané · Updated August 10, 2026
How the agent works
From trigger to action — Fleece AI does the work in between.
Zoom
Client call
Google Calendar
Engagements
Monday.com
Tracker
Fleece AI
Fleece AI at work
Notion
Status drafted
Xero
Invoice draft
Zoom
Client call
Google Calendar
Engagements
Monday.com
Tracker
Fleece AI
Fleece AI at work
Notion
Status drafted
Xero
Invoice draft
Everything is captured somewhere, and nothing is joined up
The commitment was made in a call, the work happened in a tracker, the hours are in someone's head and the invoice is assembled at the end of the month from all three. Every step is recorded — the connection between them is what nobody has time to maintain.
How the agent keeps an engagement whole
It turns the call into commitments
From the meeting record it extracts what was agreed, who owns it and when it is due — separating decisions from discussion — and files them into the tracker that engagement already uses.
It keeps the tracker current
Items that moved, items that slipped and items nobody has touched are reconciled on a schedule, so the tracker reflects the engagement rather than the last time someone tidied it.
It drafts the client status
The weekly update is assembled from what actually changed — shipped, in progress, blocked, and what the agent needs from the client — in the format that engagement already sends. A partner edits and releases it.
It assembles what is billable
At the cycle you set, work completed is matched against the engagement's scope, anything outside it is flagged as a scope question rather than silently billed, and the draft goes to your accounting tool for review.
Why a consultancy runs this differently
One agent, every engagement
The same thread runs across each client you serve. A new engagement is a connection and a scope, not a new set of habits to enforce.
Nothing reaches a client unapproved
Status updates and invoices are drafted, never sent on their own. A partner reads and releases — the relationship stays yours.
Scope questions raised, not buried
Work that falls outside the agreed scope is flagged as a question when it happens, rather than surfacing as an awkward line on an invoice.
A trace from call to invoice
Each run records what it read and wrote, so "where did this line come from" has an answer that does not depend on anyone's memory.
Per-engagement separation
Each engagement runs against its own connected accounts and its own context, so one client's material never informs another's status.
Judgement stays with the partner
The agent assembles the evidence and drafts the language. What to tell the client, and what to bill, remains a human decision.
Connects to the consultancy stack
Zoom and Google Calendar for what was said and when, Notion, Monday.com or Asana for the engagement tracker, Xero for what gets billed, Slack for the internal digest. All through managed OAuth — no API keys.
What changes at the firm
Questions from consultancies
Not unless you decide it should. Client-facing sends sit at an approval gate by default: the agent assembles and drafts, a partner reads and releases. The relationship stays in human hands.
It works from whatever record the engagement already produces — a recording, a transcript, or the notes someone took. Where there is no record, it works from the tracker and the calendar instead.
Each engagement runs against its own connected accounts and its own agent context. Material from one client is never the context for another's status, and each run records the accounts it touched.
It assembles the draft and flags what sits outside the agreed scope as a question. Deciding whether to bill it, absorb it or raise it with the client stays with the partner — that is a commercial judgement, not a data problem.
Probably not — the catalogue covers 3,000+ applications, and where a tool is not in it an agent can still reach the interface on the open web. If your tracker is unusual, that is the piece to test first.
That is the sensible way in. Connect one engagement's stack, let it run a cycle alongside your normal process and compare the drafts to what you would have written. Every plan opens with a 4-day trial.
Go deeper on the blog
Keep the thread from the call to the invoice
Connect one engagement, watch a cycle run end to end, and keep the approval gate on everything a client sees.
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