AI help and drafting

Create an expense draft from a receipt with the AI Assistant Attach receipt files to AI Assistant and check every suggested expense before saving.

Create project time entries from meeting notes with AI Turn work notes into reviewed time entries for existing project tasks.

Ask the AI Assistant about balances and reports Ask AI Assistant for permitted balances and reports in the selected business.

Review and confirm AI changes before saving Read the proposed action before allowing AI Assistant to save a supported change.

Check AI credits, access, and attachment limits Check your account allowance and the file limits shown before using AI Assistant.

Draft a proposal with AI and review it before sending Build an editable proposal from your customer brief, then check every page before sending.

Improve one proposal section without rewriting the rest Ask AI Assistant for a focused proposal edit while keeping the rest of the document intact.

Draft an agreement with AI and review its terms Use your approved agreement wording and review the resulting document before asking anyone to sign.

Create reusable proposal sections or a template with AI Save reusable proposal material after reviewing it, so future proposals start with your own wording and design.

Draft an invoice or estimate with AI Give AI Assistant the work details to prepare an unsent invoice or estimate for review.

Prepare a bill, purchase order, or credit note with AI Prepare a supplier document or customer credit-note draft with the correct party and amounts.

Choose between Ask AI and the AI Assistant Choose product guidance when you need instructions, or AI Assistant when you need help with your business records.

Get product guidance with Ask AI Ask AI can explain the screen you need and the next step to take.