Not a chatbot that summarizes your data. An assistant that creates invoices, categorizes expenses, answers financial questions, and processes documents -- all from a single conversation.
Say "invoice Acme for 10 hours of design work" and get a draft invoice ready to review and send.
Upload a receipt and AI extracts the vendor, amount, date, and category -- then creates the expense for you.
Ask "how much did I earn from Acme this quarter?" and get an instant answer from your real data.
Find any client, invoice, expense, or proposal by describing what you are looking for in plain language.
Describe your business and the AI configures your account -- rate types, tax categories, catalog items, and settings.
Five-stage AI pipeline: ingest, classify, extract, match, propose. Documents become structured data automatically.
Press Cmd+K to search, navigate, or trigger actions. AI-powered suggestions surface what you need before you finish typing.