AI Assist prepares work and hands it to you - it never acts on your behalf. What it drafts, where it already lives, and how your data is handled.
AI Assist is the lightning-bolt button that sits on every page in the program. You tell it what you want in ordinary words — typed or spoken — and it does the finding, the filling in and the drafting for you.
It is not a chatbot bolted onto the side. It works inside your own data: your Clients, your Invoices, your Charge Types, your Chart of Accounts. When you say “invoice Sarah for six hours of consulting”, it knows who Sarah is and what you charge.
This page explains what it is, what it will and will not do, and why that boundary is the most important thing about it.
You describe the outcome. It prepares the work. You check it and press save.
That last part is not a formality. AI Assist never writes anything to your database on its own. It fills the form in front of you and stops. Nothing is posted, sent, charged or recorded until you have looked at it and agreed.
“Show me Sarah Noodle.” “Which Clients have not paid?” “Find everyone I have not spoken to since March.” Faster than remembering which menu the list lives under.
New Clients, Tasks, Follow-Ups, Notes on a call you have just finished. You talk, it types. The fields you would have tabbed through are already populated when the form appears.
Invoices, Quotes and Journal Entries come back as complete drafts with the amounts, accounts and tax worked out. You read them, correct anything that is wrong, and save.
Anywhere you would type a paragraph — a file Note, a meeting summary, an email — you can talk instead. See Talking Is Faster for why this is the change most people notice first.
It will not save without you. Every action ends at a form you approve. There is no setting that changes this, because it is the point.
It will not send anything. No email, no Invoice, no Campaign leaves your account because you asked the assistant for it. It prepares; you send.
It will not invent data. If it cannot find the Client you named, it says so rather than creating one and hoping.
It will not touch your books behind your back. A drafted Journal Entry is a draft. It posts when you post it.
Your files are stored in Canada, and handled in accordance with Canadian privacy law, including PIPEDA. You can delete your data files whenever you choose.
One thing worth being straight about, because it is the question people are too polite to ask: when you use an AI feature, the words you dictate or the text being drafted are sent out to be processed. That is how the drafting happens — the same way a spellchecker or a mapping service works. It is not stored as a copy of your records, and it is not used to advertise to you or your Clients.
The full detail, including what is collected and how long it is kept, is set out in our privacy policy. If you have a specific question about a Client engagement or a professional obligation, ask us — it is a fair question and we would rather answer it than have you guess.
Say the outcome, not the steps. “Bill Sarah for six hours” works better than “open the Invoice screen and add a line”. You are describing what you want to be true, not driving the interface.
Use real names. The assistant is working in your database, so the more specific you are, the less it has to guess.
Read the draft properly the first few times. Not because it is unreliable, but because seeing what it got right is how you learn how much you can hand over.
Start with the boring jobs. Logging a call, adding a Client, writing up a meeting. The dull repetitive work is where the time actually goes.
Do not save something you have not read. The approval step only protects you if you use it.
The assistant is useful because everything in the program is already connected. When it drafts an Invoice, that Invoice is going to post to your General Ledger the moment you save it. When it logs a Note against a Client, the Note joins the same history as their Invoices, files and emails.
An assistant sitting on top of disconnected systems could only ever draft text. This one can draft actual work, because there is one database underneath.
I cannot find the button. It is the lightning bolt, and it is on every page once you are signed in.
It says it cannot find my Client. Check the spelling, or try the surname alone. If they are not in the system yet, add them and try again.
The draft has the wrong amount. Correct it in the form before saving. If your Charge Types are set up, saying the service name rather than a number usually fixes it for good.
Nothing happened when I asked. Rephrase as an outcome. “Add a Task to call Sarah tomorrow” is clearer than “Sarah, tomorrow, call”.
Did it save something I did not see? No. If you did not press save, there is nothing in your data.
Your files are stored in Canada. When you use an AI feature, the text involved is sent out to be processed so the assistant can understand it and draft from it — see “Your data” above for the plain version, and our privacy policy for the full detail. Your books are not published, sold, or used to advertise to you or your Clients, and you can delete your data files whenever you choose.
No. Every screen works exactly as it always did. The assistant is a faster route to the same forms, not a replacement for them.
Sometimes, which is precisely why it stops at a form you approve rather than saving. A mistake you can see and correct in two seconds is a different thing from a mistake in your ledger.
The assistant is part of the product. The accounting is free forever — including Invoices and Quotes.
Yes, within their own permissions. It cannot do anything through the assistant that the person could not do through the menus.
Type. Voice is an option, not a requirement, and plenty of people use the assistant purely by keyboard.
When people hear AI, they picture something acting for them. Emailing their Clients. Making decisions in their name. That is not what this is. Think of a very fast junior. They pull the file together, type it up, and leave it on your desk.
You still read it. You still sign it. The judgement stays yours, because the judgement is the part your Clients pay for. And it is already everywhere you work. On your Client, Prospect, Lead and Contact records. On your Invoices and your Quotes. On Tasks and Notes.
On your Journal Entries, your Bank Reconciliation, and shareholder payments. And in the command box on your dashboard. So you dictate a Note after a call, and it writes it up and puts it in front of you. You ask for an Invoice, and it drafts one and waits. You photograph a receipt, and it fills in the lines for you to check.
Nothing is sent. Nothing is posted. Nothing is saved until you say so. On privacy. Your files are stored in Canada, and handled under Canadian privacy law. When you use an AI feature the words are sent out to be processed, which is how the drafting happens. It is all set out in our privacy policy, and you can delete your files whenever you want.
It prepares. You approve. Always.
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