AI over your data
Extend the assistant to query your company's real data (sales, customers, stock, work reports, clock-ins, outstanding payments) by asking in plain language.
You type the question the way you would ask a colleague: how much have I invoiced this month, which customers have bought less than last year, which work orders are still open, which invoices are overdue. The answer comes back straight away with its table and chart, without building a report, exporting anything or knowing which screen each figure lives on.
What matters, and what people rightly worry about, is access control: each user only receives the information their profile allows them to see, exactly as everywhere else in the software. AI is not a back door into the data; it queries with the permissions of whoever is asking.
It complements the report builder rather than replacing it: what gets checked every week deserves a saved report or a dashboard widget; what comes up once in a meeting gets asked and forgotten.
Asking instead of searching
The answer arrives without building a report
Some questions do not deserve a report because they get asked once and never again, yet they still require the same work: opening the right screen, filtering, exporting and reconciling in a spreadsheet.
Here you type the question the way you would ask a colleague, and the answer comes back with its table and chart:
- "How much have I invoiced this month?"
- "Which customers have bought less than last year?"
- "Which work orders are still open?"
- "Which invoices are overdue and for how much?"
What matters is not the conversational format: it is that whoever asks does not need to know which screen each figure lives on or how the tables relate to each other. That barrier is why, in practice, most people never look at their own company's data.
Permissions rule
Each user gets what their profile allows
This is the legitimate worry when AI is placed over a company's data: that it becomes a route to information that person should not see.
It does not happen here because the query runs with the permissions of whoever is asking, exactly the same ones they have when navigating the software. A store manager asks about sales and gets theirs; management asks the same question and gets the consolidated view. There is no special mode and no parallel access.
The module is also enabled per profile, so you decide who has the feature, and usage is logged and can be reviewed. Cost is a figure you watch, not a surprise at month end.
Alongside reporting
It complements the report builder rather than replacing it
They are two tools for two different situations, and confusing them leads to disappointment in both directions.
What gets checked every week
Deserves a saved report or a dashboard widget: always the same, always available and always with the same calculation criteria. That is what the report builder is for.
What comes up once
A question that appears in a meeting and never returns does not justify building anything. You ask, you get the table and the meeting carries on.
And an honest caveat: AI gets things wrong. That is why the answer comes with the data it was calculated from, so it can be checked. For an important decision, the saved report is still the right place.
Clearing things up
Frequently asked questions
Answers to what we get asked most.
What exactly can I ask?
Things like how much you have invoiced this month, which customers have bought less than last year, which work orders are still open, or which invoices are overdue and for how much. The answer comes with its table and chart, without building a report or exporting anything.
Can a user see data they should not?
No. The query runs with the permissions of whoever is asking, the same ones they have when navigating the software. A store manager asks about sales and gets theirs; management asks the same question and gets the consolidated view. There is no special mode or parallel access.
Does it replace reports?
No, it complements them. What gets checked every week deserves a saved report or a dashboard widget, always with the same calculation criteria; what comes up once in a meeting gets asked and forgotten. For an important decision, the saved report is still the right place.
Can I control who uses it and how much is spent?
Yes, the module is enabled per profile and usage is logged and reviewable. The answer also comes with the data it was calculated from so it can be checked: AI gets things wrong and the design assumes it.
Artificial intelligence and OCR
AI reads your invoices and creates the document, and an assistant answers in plain language about the software and your data, respecting each user's permissions.
OCR · Document Digitisation
Upload the PDF or a photo of a purchase invoice, delivery note or order, and the system extracts the supplier, line items, net amounts, taxes and due dates, and creates the document for you.
View moduleAI Assistant
An assistant one click away on any screen, answering questions about how the system works by consulting the official documentation, in the user's language.
View moduleSmart FAQs
Semantic search over the FAQ knowledge base: the assistant understands what the user means, not just the exact words they typed.