Ask questions and approve changes
Ask anything about your books and get an answer with its sources. Changes apply under your approval rules and can be undone.
- Hand work to Accountable AIPress ⌘J and say what you need done, like “Recategorize every Figma charge as Software” or “Invoice Acme $12,000 for October”. Every change it makes is logged and can be undone.
- Approve or reject a proposed changeChanges from Accountable AI, agents or teammates that need a second look wait in Approvals. Open one to see why, then press Approve, Reject or Edit.
- Decide what needs approvalBy default, changes apply at once and can be undone; entries of $5,000 or more, reopening a month and sending outside the company wait. An owner can make more wait on Approvals › Rules.
- Let Accountable AI make some changes without askingAlways allow lets Accountable AI apply one kind of change for you without asking, like categorizing. It's per person and per company, and every change can still be undone.
- Undo a changeEvery change in Accountable can be undone: press Undo in the toast or ⌘Z right away, or find it later in Accounting › Activity or Approvals › Applied automatically.
Still stuck? Ask Melinda.
Melinda is Accountable's AI support. She answers in minutes, in the app or by email at support@accountable.im, and hands anything she can't answer to a person, who replies within 1 business hour.
Email Melinda