Put AI to Work on Your Invoices

I don’t think TallyHo needs AI built in. But I fully believe you should be free to use it if you want to.

TallyHo’s AI Data Feed is for people who like automating their workflows. Generate a secret URL, share it with Claude, ChatGPT, Gemini, or any LLM, and let it generate invoices, timesheets, and reports from your live data.

What It Is

In Settings > Integrations, click Generate URL. You get a secret URL unique to your account and unguessable by anyone else.

Share that URL with any AI tool or automation script and it will fetch your time tracking data directly. No login, no OAuth, no integrations to configure. You can paste it straight into your browser to see exactly what gets returned.

You can regenerate it at any time (which invalidates the old one) or revoke it entirely. The endpoint is read-only, so someone with the URL can see your data but cannot edit, delete, or access your account.

Share only what you’re invoicing

When you’re ready to invoice a client, the Invoice page gives you a smarter option. Open a client, then use the Export menu to copy a pre-scoped feed URL. That URL is filtered to exactly the tasks you’re about to invoice - nothing more. Paste it into your AI tool and it only sees what’s relevant, which keeps prompts focused and results accurate.

Filter by date range

For monthly reports or tax-year summaries, append date filters to your URL before sharing it:

[your-url]&since=2025-04-01&until=2026-03-31

This scopes the data to the period you need and avoids hitting the feed’s 1,000-task limit. Always filter when generating any kind of billing report — asking for “all time” data with years of history will truncate results.

Using ChatGPT? Build the complete filtered URL before pasting it in. ChatGPT’s browsing tool fetches the URL as given and can’t append filters itself.

Using It with an AI Tool

The feed comes with an _instructions block that tells the AI how to interpret your data and calculate figures correctly, so you don’t need to explain your data structure in every prompt.

Example Prompts

Generate a timesheet:

“Using the time tracking data from this URL, create a timesheet for [Client Name] since [date]. Group by project, list each task with description and hours, then show a total.”

Create a professional invoice:

“Generate a professional invoice from this time tracking data URL. Include: date, client name, itemised list of work with hours and rates, subtotals by project, and a grand total.”

Summary for a client:

“Summarise the work done for [Client Name] in [Month/Year] using this time tracking data. How many hours were logged? What were the main project areas? What’s the total billable amount?”

Prepare a monthly report:

“Create a monthly billing report from this time tracking data. Show total hours and revenue by client, identify the highest-value projects, and list any unbilled work.”

Export for accounting software:

“Convert the time tracking data from this URL into CSV format suitable for importing into [Xero/FreshBooks/Wave]. Include columns for: date, description, hours, rate, amount, and client.”

Works with Claude, ChatGPT, Gemini, Copilot, OpenClaw, or any LLM that can fetch a URL.

What It Isn’t

The AI Data Feed is read-only. Your AI tool can read and reason over your data, but it cannot create, edit, or delete anything in TallyHo. Once your AI has generated the invoice, you still mark tasks as invoiced yourself inside TallyHo. It is also not an MCP server, so it won’t appear as a connected tool inside Claude or similar apps. It is simply a URL that returns your data as JSON, which any AI tool or script can fetch.

What Else You Can Do With It

The obvious use is invoice generation - but once your data is a URL, a lot more becomes possible.

Client work · Plain-English monthly summary to email a client · Scope change notice when hours are creeping toward the estimate · Tax prep breakdown by client for your accountant

Reporting · Rank clients by effective hourly rate, not just total billed · Flag unbilled tasks older than 30 days · Ask whether you’re undercharging anyone

Automation · Convert to CSV for Xero, FreshBooks, or Wave · Feed into Zapier or n8n to trigger invoice creation when hours hit a threshold

Going Deeper

Some AI tools - OpenClaw is one, and others are heading this way - can access files on your computer alongside fetching URLs. Cross-reference your TallyHo data with a quote doc and it’ll flag if you’ve blown the estimate before you send the invoice. If you’re a developer, pull in your git commits for the same period and let it write proper invoice line items from the commit messages. It can even check your calendar for events you forgot to log.

Set it on a schedule and it runs itself on the first of the month.

I’d genuinely love to hear how you’re using this. Drop me a line at [email protected] with your prompts, workflows, or any suggestions.