AI assistants
Ask a question about your business and get an answer with its workings.
An assistant that reads the same permissioned data you do. It answers in plain language, shows which records it used, and cannot post anything a person has not approved.
- Category
- AI
- Status
- In development
- Depends on
- 1
- Connectors
- 2
What it does
AI assistants, in practice
The parts that matter day to day, not a feature matrix.
What happened to receivables this month?
Receivables rose 11%. Two thirds of the movement is a single customer group whose invoices moved from 30 to 60 day terms in July.
Illustrative product screen — sample data, not a measured result.
Works with
AI assistants needs the ledger underneath it
Modules write through one engine, so what this one needs is a dependency rather than an integration project.
Often switched on together
- AvailableExplore
Analytics
Analysis on the live ledger, not a copy of last month's export.
- In developmentExplore
Automated analysis
The system reads the numbers before you do.
- PlannedExplore
Forecasting
Forward numbers built from the same data as the backward ones.
- PlannedExplore
Recommendations
A suggested next step, with the reasoning shown.
Industries
Where this does the most work
Connects to
Connect what you already use
Connector status is stated honestly. Only file import and export are live today; the rest are planned or built on request.
AI
AI assistants is on the way. Tell us how you would use it.
What gets built next is decided by the businesses that need it. That conversation is how a module moves up the list.