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AI Features: Your Business Analysed, Explained, and Acted On
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AI Features: Your Business Analysed, Explained, and Acted On

By Quotation Expert Team··1 min read
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Bring your own Claude, OpenAI, or Gemini key and unlock AI tools that understand your real business data.

Overview

Bring your own Claude, OpenAI, or Gemini API key and unlock a suite of AI tools that understand your actual business data — not generic advice. Available on Pro, Premium, and Enterprise plans.

What you can do

  • AI chat assistant with full access to your data
  • Document Scanner — photograph an invoice and AI pre-fills the form
  • AI-written payment reminder emails
  • Weekly Insights Digest delivered to your inbox
  • AI pricing suggestions based on your sales history
  • Plain-English document generation ("Create a quote for…")
  • How it works

    1. Add your API key — Go to Settings → AI and enter your Claude, OpenAI, or Gemini key. Takes 30 seconds.

    2. Start chatting — Ask "What is my outstanding balance?" or "Who are my top 5 customers?" in plain English.

    3. Let AI act for you — Send reminders, generate quotes, scan documents, and get weekly summaries — with one click.

    Why it matters

    Always informed

    Know your numbers instantly without pulling a single report. AI surfaces insights proactively.

    Recover revenue

    AI-written reminders get more overdue invoices paid — professional and sent automatically.

    Save hours every week

    Document generation, scanning, and analysis that took hours now take seconds.

    Get started

    This is built into Quotation Expert. [Create a free account](/sign-up) — 50 entries a month, free forever, no credit card required. See [pricing](/pricing) for higher volumes and team access.

    Try it free

    Ready to simplify your business?

    Create professional invoices, track expenses, and manage your business — all in one place. Free to start, no credit card required.

    More reading

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