AI Features
Your entire business analysed, explained, and acted on by AI
What is AI Features?
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's included
- AI chat assistant with full access to your data
- Document Scanner — photograph any 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…")
Up and running in minutes
Add your API key
Go to Settings → AI and enter your Claude, OpenAI, or Gemini API key. Takes 30 seconds.
Start chatting
"What's my outstanding balance?" or "Who are my top 5 customers?" — ask anything in plain English.
Let AI act for you
Send payment reminders, generate quotes, scan documents, and get weekly business summaries — all with one click.
Why it matters for your business
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, personalised, and sent automatically.
Save hours every week
Document generation, scanning, and analysis that used to take hours now take seconds.
Ready to try AI Features?
Start for free — no credit card required. Upgrade when you need more.