AI accounting assistant for your business

Start with a business workspace

Keep each business in its own workspace, separate from personal finances or another company. Select the workspace, period, currency and records to review. Workspace member permissions determine access to its data.

Simple tracking or comprehensive books

Use simple accounting to track income and expenses by project and category. For broader business records, comprehensive accounting organises accounts, invoices, payments and journal entries. Choose the assistant for the task; a conversational reply alone is not proof that a record was saved.

Ask for the exact reporting period

Specify start and end dates and record types instead of requesting all data at once. Begin with a summary, then inspect invoices or transactions explaining the figures. Check period, currency and payment status, keeping sales separate from amounts actually collected.

Show October sales and purchases for my store workspace, separating paid and outstanding amounts with totals for each section.

Review a change before approving it

Review parties, amounts, dates and categories before approving a proposed change. After execution, confirm the entry appears in the relevant section. Keep source documents and use a qualified accountant for obligations or reports requiring professional approval.

Check the plan for your workflow

Assistant features and usage limits depend on your plan and current availability. Review plans in your account before starting, and check saved invoices, projects and reports rather than relying on conversation text alone.