Hand work to Accountable AI
Press ⌘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.
Steps
Step 1: Press ⌘J or the Accountable AI button in the top bar.
Step 2: Say what to do in your own words, pick something under Waiting in your books, or start from one of the tasks below the box. You can attach a bill, receipt or statement.
Step 3: It does the work: categorizing, rules, bills, invoices, entries, reconciling, the close and reports. It also answers questions, with a source for every number.
Step 4: When your approval rules say a change needs a person, a card shows exactly what it would do. Press Approve, Always allow, Reject or Edit.
Step 5: Press History to find past conversations, or New conversation to start over.
Good to know
- Your conversations are private to you. Every change is logged and can be undone.
- Free includes 20 requests a month, Pro 300 and Holding 1,000.
- By default, changes apply at once, logged and undoable. Entries of $5,000 or more wait for an owner, reopening a closed month waits, sending anything outside the company waits, and closed months never change. An owner can make more wait in Approval rules.
- Judgment calls, like tax treatment, go to your accountant or CPA. Need a person at Accountable? Press Help (the ? in the top bar) to reach our team.