AI Finance Team Help

Guides for accounting firms and for the businesses whose books they keep.

Where to Start

I work at an accounting firm

  1. Create a workspace for a client
  2. Invite your team and the client
  3. Import your categories and partners
  4. Connect NAV Online Számla for Hungarian companies
  5. Ask the client to connect their bank
  6. Review what matching could not decide

My accountant uses AI Finance Team

  1. Forward invoices by email
  2. Upload the receipts your accountant asks for
  3. Connect your bank
  4. Approve invoices for payment, if your company uses approvals
  5. Download a payment file for approved invoices
  6. Answer your accountant's messages

Browse by Topic

Getting Started5 articlesWorkspaces, people and roles, language, and where your data goes.Invoices & Documents8 articlesHow invoices, receipts and contracts arrive, and how to check them.Bank & Matching8 articlesBank connections and statements, and linking each payment to its invoice.Approvals & Payment5 articlesWho approves supplier invoices, and how approved invoices get paid.Categories3 articlesHow the AI categorises, how it learns from corrections, and your own category lists.VAT6 articlesVAT tables, codes on invoices, VAT groups, the small business exemption and exports.Master Data3 articlesYour companies, their partners, and bulk import from a spreadsheet.Reports & Exports5 articlesReports, the Ledger, monthly closing, Business Central, and AI assistants that read your books.Working Faster4 articlesThe focused period, date shortcuts, the spreadsheet interface, and messages.

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