Assistant
Ask a question in plain language, and see what stands out
Not everyone knows which screen holds the answer. The assistant lets you ask questions the way you would ask them: how much does that client still owe, what was my revenue in the second quarter, which invoices have been open longest.
Alongside that runs a check that needs no AI at all: possible duplicate purchase invoices, unusual amounts, invoices open for a long time without a reminder ever going out, and bank transactions that have been unmatched for months. That list works even when no AI key has been configured.
For a receipt or purchase invoice, the assistant reads the fields and proposes how to fill them in. A proposal, not an entry: nothing is saved until you press apply.
Questions about your own figures
Answers from your own administration, asked in plain language.
Anomalies
Duplicate purchase invoices, unusual amounts and forgotten reminders.
Posting suggestions
A suggestion for the contra account that you confirm or adjust.
Reading a receipt
Supplier, date, amount and VAT as a proposal alongside the document.
Never silently
The assistant posts nothing on its own; you press the button.
Financial roles only
Access sits with the group owner, the financial manager and the bookkeeper.
Overview, collaboration and security
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