What can an AI agent do with Harvest?

A Harvest AI agent can read time entries, check project budgets, list outstanding invoices, and report on client billing - all on a schedule or on demand. It can also log time entries and create invoices when you approve the action. Common workflows include weekly billing summaries, budget alerts, and profitability reports sent straight to Slack or email.

Can my agent track time automatically without me logging it?

Yes, but only with your approval. Creating a time entry is a write action that requires confirmation in safe and plan permission modes. You can configure auto-approval for trusted workflows where the project and task are well-defined.

How does a Harvest AI agent differ from Harvest's built-in reports?

Harvest reports show you the data - a Harvest AI agent interprets it and acts on it. It can cross-reference time entries with project budgets, draft a client-facing summary, post an alert to Slack, or create an invoice, all in one automated run without manual exports.

Is my billing data stored?

Time entry and invoice data is read during task execution but not permanently stored. Only task outputs - summaries, alerts, reports - are saved to your run history.