Work with AI
Included on every plan

Ask AI to do the work — not just explain it

Use plain language across invoices, expenses, contacts, products, stock, bank statements, recurring schedules and settings. The assistant can do the same work you can do in the UI, previews every change and still respects closed periods.

The invoiso assistant explaining a project budget from workspace records.
Ask a business question and keep the answer tied to the records behind it.

From request to reviewed change

Ask for the outcome. Review the change before it happens.

The assistant works with the same records and tools as the UI, follows the same plan and period boundaries, and shows a preview before applying changes.

Availability

Included on every plan

Part of

Work with AI

Try asking

  • What can you help me with?
  • Who are my biggest customers this year?

Frequently asked questions

How does this feature work?

Use plain language across invoices, expenses, contacts, products, stock, bank statements, recurring schedules and settings. The assistant can do the same work you can do in the UI, previews every change and still respects closed periods.

Which plan includes this feature?

Included on every plan. The pricing page shows the current plan boundary and any usage allowances.

Can I use the invoiso assistant with this workflow?

Yes. The in-app assistant can work with the records available to your plan and previews changes before applying them. For example: “What can you help me with?”.

Keep exploring

More features in this area

All features