Use case · Invoice tracker

Build an invoice tracker without a developer.

The invoice spreadsheet works - until the month a five-figure payment slips through because nobody sorted by due date. Tracking money in a grid with no reminders, no PDF reading, and no audit trail is a quiet risk you've just gotten used to. Describe the tracker you actually need; Chromoly builds and maintains it.

What your generated invoice tracker includes

Intake without typing

  • Upload PDFs - AI extracts vendor, amount, due date
  • Receive invoices via webhook from other tools
  • Low-confidence extractions go to human review
  • Import your existing spreadsheet via CSV

Nothing slips

  • Statuses: draft, sent, due, overdue, paid
  • Reminder at due date, follow-up at +7, escalation at +14
  • AI-drafted chasing emails - you approve the tone once
  • Overdue alerts to you via email or Slack

Connected to your money

  • Stripe native - payments update status automatically
  • Webhooks to/from your accounting tool
  • CSV export any time, for you or your accountant
  • Client portal option - clients see their own invoices

Built like it handles money

  • Immutable audit trail on every change
  • 24/7 monitoring - failed workflows alert, never silent
  • Database-level isolation, EU-hosted, GDPR-ready
  • Maintained for life - integrations migrated for you

Try this exact prompt

Example prompt - paste it as-is

Build an invoice tracker for a 15-person agency. Invoices are uploaded as PDFs - extract vendor/client, amount, invoice number, and due date with AI; send anything uncertain to manual review. Statuses: sent, due, overdue, paid. Send a polite reminder email on the due date, a firmer one at +7 days, and alert me on Slack at +14. When a Stripe payment matches an invoice, mark it paid automatically. Give me a monthly summary of outstanding totals by client.

Preview the working system before paying anything, then refine in plain language - "add a currency field," "CC our bookkeeper on escalations" - with the dependency map showing what each change affects before it ships.

Spreadsheet, accounting suite, or custom?

If your accounting tool's built-in reminders genuinely cover you, keep them. The custom tracker earns its place when reality is messier: invoices arriving as PDFs from twelve places, approval steps before payment (pair with an approval workflow), clients who want to see their invoice history (add a client portal), or reporting your suite can't shape. And unlike the spreadsheet, it's a system with memory: every change logged, every failure alerted, maintained for life.

Frequently asked questions

Can AI read invoices into the tracker automatically?

Yes - PDF upload or webhook in, AI extracts vendor, amount, number, due date. Below-confidence extractions route to human review; you set the caution level.

Can it chase overdue invoices automatically?

Yes - reminders at due date, +7, +14 (or your schedule), drafted from your templates or by AI with your approval. Every send logged.

Does it integrate with Stripe or accounting tools?

Stripe natively - payments update status. Accounting tools via webhooks, with the platform maintaining the integration as APIs change.

Why not keep the spreadsheet?

Spreadsheets don't remind, don't read PDFs, don't audit. The switch pays for itself the first month a big invoice doesn't slip.

Stop chasing invoices by memory

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AI extraction · automatic reminders · audit-logged