Assistant
5- Organization-scoped AI assistant
- Persistent assistant conversations
- Configurable assistant behavior and health checks
- Cross-module chat
- Module-specific business insights
All features
Module
AI capabilities
An organization-scoped assistant plus AI inside each module.
Start free trial 17 capabilities · 4 areas
- AssistantOrganization-scoped AI assistant5
- Document intelligenceDocument generation5
- Content and imageryText generation and rewriting6
What’s included
Everything in AI capabilities
17 documented capabilities across 4 areas.
Document intelligence
5- Document generation
- Document classification
- Receipt OCR
- Customs-document extraction
- HR document generation
Content and imagery
6- Text generation and rewriting
- Offer-description generation
- Note enhancement
- Certificate summaries
- Certificate-photo enhancement
- Sketch conversion
Control
1- AI configuration controls for administrators
Works together with
Connected to the rest of your business
- 23 capabilities
Organization settings and administration
Configure once — numbering, templates, roles, tax and locale.Explore - 22 capabilities
Authentication and security
Enterprise-grade access control, session hygiene and an encrypted vault.Explore - 16 capabilities
Billing and subscriptions
Trials, plans, seats and recovery — on Stripe, Paddle or manual billing.Explore - 10 capabilities
Support and partnerships
Get help inside the product and grow through a transparent referral programme.Explore
Bring your business workflows together
Start a 14-day free trial — no card, no lock-in. Import your customers and invoices and see the full picture on day one.