Ask AI about your financial records

Ask your books answers questions using a limited snapshot of recorded invoice payments, payment-link payments and expenses. Review its answer against your records.

Open the report

Choose Invoicing → P&L Report and find Ask your books. Enter one short question or choose an example, then click Ask. Appropriate module and data access are required.

Which financial records can AI read?

The assistant uses a trailing financial snapshot, which can differ from the date range selected on the report. It does not see your bank account or unrecorded transactions. Income is collected payments rather than unpaid invoices. Do not treat mixed-currency totals as currency-converted accounts.

Review the answer

The assistant is instructed to use supplied figures, but AI can make mistakes. Check amounts and dates against the report and underlying records before relying on them. This feature reads records; it does not edit invoices or send messages.

How many AI credits does a question use?

Each successful question uses one credit from the Free workspace’s 50 one-time credits. After those are used, upgrade to AI Pro to continue using AI. Technical limits and permissions still apply. An uncertain request can retain a reservation until resolved. Unused original Free credits remain if you return to Free.

Reviewed against the application on September 11, 2026. Available actions depend on your role and workspace configuration.