The box on your Dashboard, the examples built from your own setup, and one sentence that fills a whole Client form.
There is a small lightning-bolt button that follows you around the program. Click it and you get one box that says “Just tell me what you’d like to do”. Type or speak an ordinary sentence, and it does the clicking for you.
It is not a chatbot bolted onto the side. It drives the actual system — opening the right record, drafting the email, filling in the Journal Entry — and then stops and shows you the result before anything is saved.
This page is the overview: what it can do, how to phrase things, and why it is safe to use while you are still learning.
The lightning bolt sits in the corner of the screen wherever you are. Click it, and the command box opens over whatever page you are on.
You do not need a syntax. These all work:
The lightbulb marked Examples opens the full list of everything it understands, grouped by what you are trying to do. It is worth reading once — most people are surprised how much is in there.
This is the important part. It drafts; you approve. An Invoice command opens the Invoice form filled in. A note command opens the Tasks tab with Add Task ready. Nothing is written to your database until you press Save yourself.
Click the 🎤 and speak instead of typing. Say “enter” to run hands-free. It stops listening by itself after a pause.
Grouped roughly as you would think about it:
Talk to it like a person, not a search box. Whole sentences work better than keywords, because it is reading intent rather than matching words.
Names can be partial. find Client Mary is enough. If several match, say “second” or “the last”, or use the arrow keys.
Use it for the fiddly things. Journal Entries and Invoices are where it saves the most, because it fills the form in the right order with the control account first.
Read the draft before saving. It is right most of the time, not all of the time. Treat it as a fast assistant, not an unattended one.
Restore Last Command brings your previous instruction back to edit and resend — quicker than retyping a long sentence you nearly got right.
The assistant is not a separate product with its own data. It drives the same Clients, Invoices, Tasks and books you would reach by clicking — which is why a drafted Invoice still posts to your General Ledger, and a dictated Note still lands on the right Client’s Tasks tab.
That is the difference between an AI that writes text at you and one that actually works inside your system.
It did not understand me. Try naming the record type: Client Mary rather than just Mary. Open Examples to see the phrasing it expects.
It picked the wrong person. When several match, it lists them — say “second” or arrow down and press Enter.
The microphone does nothing. Your browser needs permission to use it. Check the padlock in the address bar, and note that some browsers only allow it on secure pages.
The Note went on as the wrong Task type. It matches against your own Task types. A word you do not have falls back to Note — add the type you want under Task Settings.
Nothing saved. That is by design. The assistant drafts and opens the form; you press Save.
No. It prepares the work and shows it to you. Saving is always your action.
No. Plain sentences work. The Examples panel is there for when you want to know the range of what is possible.
Yes — click the microphone, or say on and off. Say “enter” to run a command hands-free.
Yes. The same button appears in a mobile browser, and dictation is often the easier way to use it there.
The assistant interprets your instruction to work out what you want. It operates on your account, and nothing is written without your approval.
It will say so rather than guess. If it is something you would find useful, send it through Submit Request — the command list grows.
There is a box at the top of your Dashboard that most people scroll straight past. AI Assistant. Tell me what you would like to do. You can type into it, or press the microphone and talk. And the same assistant follows you around on the lightning bolt, on every page.
Open it properly and it says the useful thing. Talk to me the way you would talk to your assistant. Say who it is about, and what you want. That is the whole grammar. Who, and what.
Now tap Examples, and this is the part worth knowing. It is not a generic help page. It lists your Business Entities. Your Note Boxes. Your Task Types. So every example is something you can actually say, using your own names.
And the list of what it covers is longer than most people expect. Find someone. Open a tab on their file. Draft an email or a text. Add a Task. Write a Note. Prepare a Quote. Draft an Invoice. A Journal Entry, a Bank Reconciliation, a Year End Close.
Here is a real one. Add new Client Sarah Noodle, with her address, her phone number and her email. One sentence, the way you would say it out loud.
And there is the Add Client form, filled in. First name, last name, the address, the phone, the email. In the right boxes, without you tabbing through eleven fields. And it is not saved. It is sitting on the form, waiting for you to read it.
Change anything it guessed. Add what it could not know. Then save it, because you are the one who decides it is right. It prepares. You approve. Always.
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