milestone invoice preflight

Built for agencies and service businesses that bill by milestone, retainer, time and materials, approved change order, or a hybrid of those models.

Before an invoice is sent, it checks whether each proposed charge is supported by the supplied agreement, approval, delivery evidence, time records, and prior invoice history where available.

Give your agent the draft invoice, governing accepted agreement or SOW, applicable milestone schedule, retainer terms or changes, and the evidence that allegedly triggers billing. The skill maps source-document authority, traces every invoice line to the exact supplied term, tests whether the contractual billing trigger appears satisfied, and returns a clear SEND, REVISE, or STOP decision packet.

The output includes an evidence inventory, billing-basis summary, line-by-line traceability table, trigger checks, identity/reference/payment-term checks, arithmetic reconciliation, prioritized fixes, unresolved-information labels, and an optional client-safe clarification note. Every factual conclusion must cite a supplied file and locator or be labeled as a calculation/user statement.

This is not an invoice generator, an arithmetic-only invoice linter, bookkeeping software, accounting advice, or legal advice, and it does not guarantee that a customer will pay. It never sends, posts, approves, collects, or pays anything. It needs no backend, API key, hosting, database, seller access, or customer call. Customer documents stay within the buyer's chosen agent environment; the skill does not upload them or browse the web.

SEND means the draft is consistent with the supplied evidence and ready for human pre-send review. It is not legal approval, customer acceptance, or a payment guarantee.