AI Invoicing App Builder for Wealth Management Firms

An invoicing tool shaped like your wealth management firm: 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

Wealth management firms 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 portfolio management and tax planning, 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 wealth management firm. Keep a list of clients with client name, portfolio and risk profile. Create invoices with a number, date, due date, line items for portfolio management, tax planning and estate planning, 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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  • Finance Dashboard Template — Board-ready finance reporting
  • Fintech Payments Site Template — Tiered pricing, blog, animations
  • Plumbing Business Site Template — Quote calculator with lead dashboard
  • Personal Injury Law Firm Template — Practice areas with attorney bios
  • Invoice Generator Template — Canvas invoicing with PDF export
  • Expense Claims App Template — Receipt uploads with policy checks
  • Sales ROI Calculator Template — Three-scenario models and branded PDFs

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