The assistant
Ask the book a question. Press once on the answer.
It answers in cards, and nothing moves without your press.
It answers in cards, and you see it work
A question is answered from your own rows, with the steps shown as they run, and a figure over time comes with its chart.
The assistant answers from the rows you can see, with your own rights, and shows its steps while it works. A question about a figure comes back with the figure and its chart, and a press on a bar opens the rows it was computed from.
- Reading August on the USD account
- Comparing with July by category
- Building the chart
Down 4,180 against July. Two things moved: Acme paid 6,200 late, and hosting went up 1,340 with the second Modal plan.
It knows what is under the composer: the contact, the account, the row, the bill, the document, the letter, the invoice, the card. A file or a voice note is a question too, and the answer to a figure comes with its chart.
- Looking for Acme among the contacts
- Three contacts match
Which Acme is it?
Each step shows as it runs: reading August, comparing by category, building the chart. When a name fits three contacts, it offers the three and Other rather than a question in text.
- Reading the two quarters
- Two series, so a comparison
Up 22%: the second Modal plan from August, and Vercel's new seat. Press a month to see the rows.
Figures over time come as a line or bars, a comparison as a second series, a forecast as a band with the threshold on it; the numbers on the chart are the report's numbers, and a press on a bar opens the rows.
It does the work, one press at a time
A month's close as a list with a box per line, and forty rows sorted with one press. The press is yours; the assistant never moves money.
A month's close comes as a list with a box per line, forty rows to sort come as one list with Apply all, and a reminder comes as a draft you edit before you send it. The assistant never sends a message and never moves money.
Five things, each one press. The list stays here until the month is closed.
- 12 rows without a category
- 4 expenses without a receipt
- 2 rows without a counterparty
- 3 rows without an account code
- 1 rate without a date
- Close August
Everything that stops the month closing, as one list: rows without a category, expenses without a receipt, rows without a counterparty or an account code, a rate without a date. Each line is a card you already have, and the last line of the list closes the month.
Forty rows from eleven merchants. The categories below are the ones you gave the same merchants before.
- Modal · Software and subscriptions (6 rows)
- Vercel · Software and subscriptions (4)
- Uber · Travel (9)
- Blue Bottle · Meals (12)
Where the cards would be many, they come as one list with a box per row and Apply all; each row still goes through the same door one by one, and the answer says what landed and what was refused.
Hi Ivan, three expenses from last week have no receipt yet: Uber on the 4th, Blue Bottle on the 5th and Modal on the 8th. A photo in this chat is enough.
A reminder to a client, a request for a receipt to a colleague, an answer in WhatsApp: the assistant writes the draft, you change it and press Send. It never sends on its own.
It runs on its own, with what you told it
A saved question with a schedule becomes a report that arrives on its own, and what you told it to remember is a list you can edit.
A saved question with a schedule and a channel becomes a report in Telegram, Slack or a letter, and it stops when you stop it. What it remembers about the space is a list you can read and edit in Settings.
Saved. It runs with your own rights, stops when you stop it, and the answer arrives where you said it should.
Every Monday at nine: what is burning, the two-week forecast, who is overdue. A saved question with a schedule and a channel, answered in Telegram, Slack, a letter or a card on the home, with your rights and no card that moves money.
Two notes to keep about the space, and one of your own. They show in Settings, and every answer that uses one says so.
- The accountant is Maria
- The investor update goes out on the 5th
- Answer in USD
Notes it keeps only from a card you press or from Settings, and every answer that used one says so.
Three conversations this week, newest first. Pick one, and your next question continues it there.
The plan sets how long they are kept: seven days on the free plan, ninety on Pro, without a limit on the company plans. Forget drops one for good, and Privacy & data counts them and forgets them all.
Questions
The questions that come first.
Can the assistant move money?
No. It answers from the rows you can see, proposes a card with one button, and the press is yours; a payment it prepares waits in the queue for the signatures your rule asks for, and it never adds a signature of its own to anything.
What can I ask it?
Anything the reports answer: why an account is lower than last month, who is overdue, what the runway is. A figure over time comes with its chart, and a press on any bar of that chart opens the rows it was computed from.
Does it remember things about my company?
Only what you keep on purpose, from a card you press or from Settings: up to thirty notes about the space and thirty of your own, listed where you can read and drop them, and every answer that used one says so.
See it on your own books.
Thirty minutes: we connect an account, drop a real bill in, and close a month together.