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Guide · AI

An accountant who read the manual.

The assistant uses the same audited tools as the buttons in the app: no side door, everything logged. Ask in plain language, in any of our six languages.

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An accountant who read the manual.

Step by step

An accountant who read the manual.

  1. Open it anywhere

    The Ask button, ⌘K, or the AI Assistant page. Same brain in all three.

  2. Ask about your money

    "How is my spending this month?" "What did we spend at restaurants in July?" It reads your data through the same queries the reports use.

  3. Let it do the typing

    "Add 12.50 lunch at Bar Pepe yesterday" creates the transaction, categorised. Receipt photos and voice memos work the same way.

  4. Anything that changes money asks first

    Moving budget, editing transactions: the assistant proposes, you confirm. Every action lands in the audit log like any button press.

    Anything that changes money asks first
  5. Mind the daily allowance

    Each household gets a daily AI allowance (the sidebar shows what is left). It resets at midnight UTC.

Quick answers

Try it yourself

Every guide works during the free trial. No card needed.