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01 Oct 2026

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Assistant Soon

Ask questions about your money and businesses in plain words, and get summaries and suggestions.

What it will do

  • Answer questions such as "what did we spend on software this quarter?" using the same figures as your reports.
  • Summarize a month, a business, or a project.
  • Suggest a category while you record a transaction.
  • Draft a transaction that opens in Record for you to review and post.

The assistant only reads what you can already see. It never posts on its own: you confirm every transaction.

This module is planned. Nothing here reads or changes your data yet.

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