Administrative and financial assistants

Illustration of an assistant that answers who has pending balances and offers the account statement (example balances)

The problem it solves

Looking up balances, quotes or sales across files and sheets takes time when you need a quick answer.

How it helps

Check your business information through a conversation: identify pending accounts, prepare quotes, generate account statements and look up sales or inventory.

An example

For example: asking “which customers have pending balances?” and getting the list.

Benefits

  • You check your data by typing a question.
  • Identifies pending accounts and prepares account statements.
  • Helps prepare quotes.

What we need from you: Authorized access to the data you want to query and a person who reviews the results.

Other solutions you may like

Does it fit your business?

Tell us how you work and we will propose how to adapt it.

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