The assistant: questions about your figures, anomalies and fill-in proposals

Not everyone knows which screen holds the answer. The assistant lets you ask questions the way you would ask them: how much does that customer still owe, what was my revenue in the second quarter.

Three things the assistant does

First, it answers questions about your own records. Second, a check runs that needs no AI: possible duplicate purchase invoices, unusual amounts, invoices open for long without a reminder and bank transactions unmatched for months. Third, on a receipt or purchase invoice it reads the fields and makes a fill-in proposal.

How to ask a question

  1. 1Open Assistant in the menu, or press Ctrl+K and start with your question.
  2. 2Ask in plain language, for example: which invoices have been open the longest?
  3. 3Read the answer; it comes from your figures, not from the internet.
  4. 4Click through to the matching screen if you want to act.

What it never does

  • It never posts by itself: a proposal is only saved when you press accept.
  • It does not look into administrations your role has no access to.
  • It is only available to financial roles: group owner, finance manager and bookkeeper.
Ctrl+K opens the command bar; there you type a question or an action.

Last checked on 5 September 2026

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