Use the AI Assistant

Ask the assistant to check an invoice or fill in a field: it suggests, you approve.

Step by step

1. 01

   Open the AI Assistant

   Open your project: the invoice to check is displayed. Open the side panel, then the AI Assistant tab. It already knows the invoice and your project's fields.

   

2. 02

   Ask a question

   Ask your question in plain words: are the amounts and taxes correct? The assistant redoes every calculation and answers: here, everything checks out.

   

3. 03

   Ask for a fix

   Ask it to fill in a field too: the payment method is empty, even though the invoice shows an Interac transfer. The assistant changes nothing without your approval: it proposes the correction.

   

4. 04

   Approve the suggestion

   Choose Approve this time, then submit. The payment method is now filled in, in the invoice details. The assistant checks and corrects for you, and you always have the final say.