New Accounting

Ask the assistant about your books

The assistant can now answer questions about a team's Accounting books, such as how much the business made or who owes it money.

On Dashboard, ask the assistant questions such as “How much did we make last quarter?” or “Who owes us money?”. It summarizes the selected team's books: income, expenses and net income for the dates you name, the largest income and expense accounts, what each bank, card and cash account holds, and money owed to and by the business, with what is overdue. It links to Profit and Loss.

It answers for the team's admins and accountants who are on the team, and brings the books up to date first, as opening Accounting does.