The Assistant
Ask about this client's books or about accounting in general. The Assistant cites sources and will not invent a figure.
How-toFor Bookkeepers, Firm staff, Business owners
What it will answer
The Assistant sits under AI. Ask a general accounting question and it answers from the cited corpus. Ask for a figure on this client and it reads approved balances for the company and period you have selected — or it tells you the gap instead of guessing.
Common questions
Bea is the chase and messaging coworker. The Assistant is the in-app question surface for books and general accounting.
See alsoBea
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