AI Invoicing App Builder for Financial Advisers
An invoicing tool shaped like your financial advice practice: your services, your tax rate, your terms. Describe it once, then issue invoices from a page instead of a template file.
Who it's for
Financial advisers invoicing from a word processor or a spreadsheet, and chasing payment from memory.
What you can build
- Clients with billing details and payment terms
- Invoices with line items for financial planning and pension advice, tax and totals
- A PDF you can download or email to the client
- A paid / unpaid / overdue list with what is due this week
- Quotes that turn into an invoice once accepted
A prompt to start from
Build an invoicing app for a financial advice practice. Keep a list of clients with client name, portfolio value and review date. Create invoices with a number, date, due date, line items for financial planning, pension advice and investment reviews, quantity, rate, tax and total. Generate a printable PDF, mark invoices paid or overdue, and show a dashboard of outstanding money. Add quotes that can be converted into an invoice, and store everything in a database.
Questions
Can it produce a PDF?
Yes. Ask for a printable invoice and Mythex builds a clean PDF layout with your details, logo and numbering, which you can download or attach to an email.
Does it handle tax?
Say which tax applies and at what rate and it is calculated per line and shown in the total. If you bill in more than one currency, say that too.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
Templates to start from
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