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§ Agent · Harvest

The Harvest data agent that acts the way you would.

It keeps an eye on your Harvest data alongside your accounting and project financials, on a schedule you set or whenever fresh data lands. When utilization drifts or a project is burning through its budget, it tells you, or handles it the way you'd want.

D
DefiniteAPP9:14 AM · #ops-alerts
⚠️ Team utilization dropped to 61% this week; $38k in billable hours went unlogged across 4 projects

Billable utilization fell from your 78% baseline to 61% over the last 7 days. Four active projects show logged hours well below their staffing plans, with the largest gap on the Acme redesign (12 hrs logged vs. 34 hrs planned). Three team members have fewer than 10 billable hours for the week.

Review & approve Dismiss
Harvest Time Entries + Projects + Users · reconciled to invoiced revenue in your accounting system · audit log

How an agent works

An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.

◄ repeats on the schedule you set ►

You stay in control

An agent does what you'd do, and only what you've authorized.

The same trusted numbers

It acts on the same governed metrics as your dashboards, and every action is logged and traceable.

You approve anything that writes

It alerts and recommends on its own; anything that changes data is yours to approve.

Try it on a test channel first

Point a new agent at a throwaway channel and watch its judgment before it touches anything real.

No false alarms

It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.

What you can put an agent on

UtilizationACROSS YOUR SOURCES

Tie billable hours to the revenue that actually landed

It joins your Harvest time entries and billable rates to the invoices and payments in your accounting system, so you see where logged hours turned into collected revenue and where they didn't. The utilization number on your ops review matches the cash that actually came in, not a rate calculated in isolation.

Time EntriesUsersInvoicesInvoice Payments
Budget burn

Catch the project that is burning through its budget early

When a project's hours or expenses break their weekly trend against the budget, it tells you which tasks and team members are driving the overrun, how much budget remains, and whether the trajectory will clear the cap before delivery. You find out while there is still room to adjust scope, not when the client gets a surprise invoice.

ProjectsTime EntriesExpensesTasks
Collections

Flag the invoice that should have been paid by now

It watches your Harvest invoices and payments, and surfaces the ones that are aging past their due dates, ranked by dollar amount and client. You see which clients are consistently late and how much outstanding revenue is at risk before it turns into an awkward conversation at the wrong time.

InvoicesInvoice PaymentsClients
Custom

Run any Python it needs to get the job done

Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.

Why not just build it yourself?

You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:

  • The cross-source join: not one tool's data, but it reconciled against the rest of your stack
  • A trusted, consistent metric: the same number your dashboards use
  • The investigation into why, when something fires
  • A full audit trail of everything it did
  • The upkeep, when the schema drifts or the script breaks at 2am

The data it works from

Every Harvest object, modeled and query-ready the moment you connect.

Time Entries
operationsrevenue_financeproduct
Expenses
operationsrevenue_finance
Projects
operationsproduct
Tasks
operationsproduct
Clients
customersalesrevenue_finance
Contacts
customersales
Users
operationsgeneral_data_storage
Roles
operationsgeneral_data_storage
Invoices
revenue_financecustomer
Invoice Payments
revenue_finance
Estimates
salesrevenue_financecustomer

It runs on your real Harvest account (non-billable time, uncategorized expenses, stale projects nobody archived and all), not a tidy demo.

Where it acts

Slack

A message in the channel you choose, with the context and a button to act on it.

Email

A summary in the inbox of the people who need to see it.

Webhook

A payload to your own systems, to wire the agent into whatever you already run.

Warehouse write-back

A flag written back to your warehouse for everything downstream to pick up.

Hand off to Fi

Kick the question to Fi to investigate the why and propose the fix.

MCP

Expose it to your own agents and tools over MCP, and drive it from your stack.

Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.

Build your agents with Fi

Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.

Fi

Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.

Meet Fi →

Agents

The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.

Autonomous agents →

Get started

  1. 1Connect Harvest, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
  2. 2See the numbers tie out to what you already trust.
  3. 3Put an agent on one thing you can't afford to miss. Fi helps you build it.
§ FAQ

Common questions

You set the schedule, and it also re-checks whenever fresh Harvest data lands. Each agent watches the one thing you point it at, nothing else.
It alerts and recommends on its own. Anything that writes, whether to a tool, your warehouse, or a customer, is yours to approve. You can also point a new agent at a test channel first and watch its judgment before it touches anything real.
When something fires, it can hand off to Fi to investigate, drilling into the data it has across your connected sources to find what's behind the move, and showing its work.
Those summarize your Harvest data in isolation, when you open them. This watches continuously, reasons across your time entries plus your invoices and accounting, and hands off to Fi to investigate why utilization dropped or a project is over budget, so you find out before the ops review, not during it.

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