Freelance · Bookkeeping

AI invoice generator that respects each client's branding.

Bookkeepers managing dozens of clients shouldn't need a script per logo. Upload one Word invoice template per client, attach a CSV of hours, and let Claude run the monthly invoice batch — branded PDFs, ready to email.

For: Freelancers, bookkeepers, fractional CFOs, and small accounting practices invoicing more than five clients a month.

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The problem

Every client wants their own invoice format — their logo, their footer, their payment terms, their VAT line. Most invoicing tools force you into one templated layout, and the ones that don't require gluing together Word, Excel, and a manual save-as-PDF dance every month-end.

How DocExport solves it

DocExport stores one .docx per client, each with the client's exact branding. A single Claude conversation iterates through your billing spreadsheet, calls generate_document per client with that month's hours and rate, and drops PDFs into a folder. When a client tweaks their logo, you edit the .docx — no code changes.

The workflow

From `.docx` to AI-generated document.

Upload one template per client

Each client invoice .docx keeps its own logo, fonts, and payment-terms footer. Placeholders cover line items, totals, and dates.

Drop in your hours spreadsheet

Attach the CSV/XLSX to a Claude conversation. Claude maps rows to clients and feeds them into generate_document.

Get a folder of PDFs back

Claude returns a download URL per invoice. Forward to clients, attach to email drafts, or upload to your accounting system.

Example

What the prompt looks like.

“Here's the March hours spreadsheet. Generate the invoices for all 12 active clients using their templates, due 30 days from today, and give me the PDFs back.”

Template fields exposed to the agent

{{ClientName}}{{ClientAddress}}{{InvoiceNumber}}{{InvoiceDate}}{{DueDate}}{{TableStart:LineItems}}{{Description}}{{Hours}}{{Rate}}{{LineTotal}}{{TableEnd:LineItems}}{{Subtotal}}{{VAT}}{{Total}}

Why teams choose DocExport for this

Built for the agent on the other side.

✓

Per-client branding without per-client code

Templates are .docx files, not code. Onboard a new client in 2 minutes by uploading their template.

✓

No spreadsheet-to-Word rituals

Claude does the mapping. You stop opening Word at month-end.

✓

Edit in the tool you already know

Logo changes, address updates, new VAT lines — open the file in Word, save, done. Next generation picks it up.

✓

Works with your accounting flow

PDFs land via signed URL. Attach them in Gmail, push them to QuickBooks, drop them in Drive — whatever your stack already does.

FAQ

Common questions.

How many client templates can I store?

Pro and Team plans cover most freelance and bookkeeping practices comfortably. See the pricing page for monthly document caps.

Can the line-items table grow per invoice?

Yes. {{TableStart:LineItems}}..{{TableEnd:LineItems}} is a repeating region — pass an array and DocExport renders one row per entry.

Will the PDFs match the client templates exactly on Linux?

Yes. DocExport ships bundled OFL fonts (Liberation, Carlito, Caladea, DejaVu) so PDF rendering on the cloud matches Word output.

Can I do this without writing code?

Yes. The whole flow runs from a Claude conversation. You only ever touch Word and Claude.

Related use cases

Try DocExport free.

25 documents / month on the free tier. No credit card. Connect Claude in under 10 minutes.

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