Search and update your administration by chat.
The assistant looks up your invoices, clients and appointments and creates draft invoices, contacts, appointments and tasks for you. Nothing is sent or deleted until you click yes.
Ask questions about your administration.
Ask which invoices are still unpaid, what is in your agenda this week or who your best clients are. The assistant looks it up in your own data and shows the results as cards you can click. Figures such as revenue, profit and VAT come from the same calculation as your accounting dashboard.
- Look up invoices, quotes, contacts, appointments, hours and expenses
- Revenue, profit, costs and VAT per period from your reports
- Every result as a card that opens the page
Have invoices, contacts and appointments made for you.
Type what you need in plain words. The assistant first looks up the client and your products, then creates the record. Invoices and quotes always start as a draft, so you check them before they go out. Several jobs in one message are handled in one go.
- Draft invoices and quotes with products from your catalogue
- Contacts, appointments, tasks and hours in the same conversation
- Asks with buttons whether an amount includes or excludes VAT
Confirm yourself what gets sent or deleted.
Before the assistant sends an invoice, deletes something, marks an invoice as paid or cancels a subscription, it shows a question with Yes and No. Only your click on Yes counts. A typed yes, a text in a note or an answer from the model does not start the action. Ask it to send five invoices at once and you confirm them together in one card.
- Sending, deleting, marking paid and cancelling wait for a click
- Several actions confirmed together in one card
- Text in your notes and documents never counts as an instruction
Give your assistant a name and its own style.
The first time, you set up the assistant in a short conversation in the chat, and that costs no credits. You pick a name, how it talks, how long its answers are and which language it replies in. Custom instructions record what it always keeps in mind, such as showing amounts including VAT. Every user in your team sets up their own assistant.
- Name, personality and answer length
- Replies in Dutch, English, German, French, Spanish, Turkish or Arabic
- Custom instructions, such as a fixed payment term of 14 days
What you can do with it
Next to every page
Open the assistant as a sidebar next to the page you work on, or as a drawer on your phone. In the sidebar a result you click opens the page beside the chat, and the conversation stays where it was.
Scan receipts in the chat
Drop a receipt or supplier invoice into the chat. The assistant saves it as an expense that is not verified yet, so you check the details and verify it yourself.
Quick actions
Save questions you ask often as a button. Ask the same question more often and the assistant offers to save it for you.
Only what you are allowed to do
The assistant works with your permissions. A team member without access to invoices cannot view or change them through the chat either.
Account settings stay with you
Your password, security, team members, roles, subscription, integrations and API keys are never changed by the assistant, and it never moves money. It gives you a button to the right page instead.
Works in your sector apps
With the Garage app it creates work orders, looks up vehicles and sends APK reminders. The driving school, locksmith, trip log and staff apps have their own actions too, once you have the app.
Change a workflow by asking
With a workflow open in the editor, describe a change, such as an extra step. The assistant puts it in the editor, and you save it or undo it.
Ask from a contact
On the page of a contact, one button opens the assistant with a question about recent invoices, open amounts and activity of that client, ready to send.
Common questions
Try the assistant free for 30 days.
Cancel any time, and your data stays exportable.