AI assistant

Existing Finance tools cover creating partners with country and early payment discount, and manually allocating partial payments.

In the AI chat, you can create customers and items, record payments, decide on quotations or convert them into drafts, send documents and create credit notes. Items require sales management permission. Payments and sending require approval by another person.

AI creates deposit invoices, marks documents as complete, discards drafts and starts reminder runs after preview and authorisation.

AI resends reminders, confirms postal deliveries already made, creates returns and partial or final invoices, sends selected documents and stops scheduled delivery.

AI records payments against open items, creates accounting partners, reverses journal entries and records income, expenses or transfers. It cancels or copies sales documents, saves purchase orders and blocks supplier items.

AI converts purchase orders into supplier invoices, changes order status, posts bank transactions manually, ignores or reopens them and records supplier credit notes.

AI creates your expense claims, records or amends items, submits expenses and decides on authorised claims. It records supplier invoices, authorises supplier items, confirms bank proposals and records balanced journal entries.

AI marks card transactions as private or posts them, posts expense claims, creates recurring expenses, generates due expenses and creates payment runs or their payment files.

AI discards or withdraws payment runs with a reason, saves the IBAN for your expenses, removes your expense items, reopens your claims for revision, approves selected claims from others and registers assets or their disposal.

AI saves bank details, posts inventory adjustments and assigns incoming documents to a company. It can override duplicate warnings, request AI proposals and discard incoming documents.

AI records cash counts, activates or deactivates accounts, saves cost centres, transfers aggregated payroll packages to the journal and edits or activates posting rules.

The AI confirms bank proposals including settlement discounts or manually allocates a movement to an open item, including partial payments.

AI supports these actions following a preview and human approval: Prepare data migration from text, Execute reviewed data migration, Set next document number.

Post depreciation. Close financial year. Lock months. Close VAT return. Calculate VAT. Save VAT status.

Save sales VAT registration. Save budget. Save unit. Create series from document.

Save scanned stocktake count. Start stocktake. Count or close stocktake.

AI supports these actions following a preview and human approval: Save or reset email template, Create document template, Edit document template, Delete document template, Choose default document template.

AI supports these actions following a preview and human approval: Delete own expense draft, Remove draft document attachment, Delete webhook, Enable or disable webhook.

AI supports these actions following a preview and human approval: Change accounting type, Set up accounting, Create ledger account, Check or import a chart of accounts from text, Save bank rule.

AI supports these actions following a preview and human approval: Remove supplier from item, Delete project task, Delete project hourly rate, Delete custom field definition, Delete customer group, Delete price list, Remove price list assignment.