AI Finance Team Help

Welcome. This is where you can learn how AI Finance Team works.

Quick links

• Working with Invoices — view, edit, and export invoices
• Uploading Files — bulk upload, drag-and-drop, ZIP archives
• Workspaces — create client workspaces and manage your team
• Roles & Permissions — who can do what
• AI Assistants (MCP) — connect Claude, Mistral, or ChatGPT to your books

Looking for something else? Use the search above.