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.
- 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 ask what is inside it.
Figures over time as a line or bars, the cash forecast with a mark on the day the money runs out. A press on a bar asks the next question, and a link beside it 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.
Ready to close · 5 of 8. Nothing blocks the close; what is open goes into the record, and each line has Do it.
- Every row has a category
- Every category and account has a code
- No payment waits for a quorum
- 4 expenses without a receipt
- 2 accounts without a statement
- 1 invoice of August unpaid
- Close August
Everything the month's close checks, as one list with a counter over it: rows without a category, categories and accounts without a code, payments waiting for a quorum, expenses without a receipt, a day without a rate, statements not filed. Each line has Do it, and the last line closes the month once nothing blocks.
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 is enough.
A reminder to a client, a request for a receipt to a colleague: the assistant offers it as a card, the message is yours to add or change, and the press is yours. 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.
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 your own Telegram chat with the bot or by email, with your rights, as prose with one link to the cabinet and no cards.
Two notes to keep about the space, and one of your own. They show in Settings under the assistant, where you can edit or drop them.
- 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, in a list you can read, edit and drop.
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, thirty on Starter, 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; a press on a bar asks the next question, what is inside that month by category, and a quiet link beside it opens the rows.
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. A card number, an IBAN, a key or a password is refused before anything is kept, and another person's own notes are never shown or used.
See it on your own books
Thirty minutes: we connect an account, drop a real bill in, and close a month together.