Recording an Operation
Received 45,000 rubles from a client for a project, invoice closed
What gets easier
Recording an Operation
The operation gets a category and client link
Debt Control
Owner sees the debt and next step
Period Overview
A simple P&L is generated
Working with AI
Your data
- Invoices and categories
- Income and expenses
- Clients and debts
AI assistance
- Categorizes income and expenses and shows profit for the period.
What you confirm
- Creation of income or expense is confirmed before recording
- Invoice and payment recording require manager approval
- Reminder remains a draft until reviewed and sent by a human
Learn more
Integrations and data
- CRM and clients
- CSV/XLSX import
- Business analytics
Working conditions
- Some actions are available only after data sources are configured
- The more complete your connected data, the more accurate the result
- Does not replace accounting and tax accounting
- Does not transfer money or perform bank reconciliation
- AI only prepares a suggestion and does not change financial data
Common questions
What does AI handle autonomously?
Categorizes income and expenses and shows profit for the period.
Can I configure the depth of automation?
You decide where AI works on its own and where it waits for your confirmation — from full control to autopilot
When does a person step in?
Creation of income or expense is confirmed before recording