Using the AI assistant
Ask plain-English questions about your finances and get instant answers.
What the assistant can do
The AI assistant lets you ask questions about your finances in plain English — for example, who owes you money, how this month compares to last, or which expenses spiked. It draws on your own data to answer.
AI features require an AI provider key to be configured in your environment. Without it, the assistant is unavailable but the rest of the app works normally.