Finance
AI spots debts and deviations and prepares the next step; the tool does not transfer money.
Show how much came in, how much went out, and who hasn't paid yet.
One real workflow example
Owner's phrase
Received 45,000 rubles from a client for a project, invoice closed
Determine operation type
Find client and invoice
Suggest category
It handles routine tasks on its own, and passes disputed or important ones to a human — with ready context
What AI automates
Recording an Operation
AI spots debts and deviations and prepares the next step; the tool does not transfer money.
Period Overview
A simple P&L is generated
Automation you control
AI performs permitted routine work from connected data and rules. Confirm only genuinely important actions manually.
What you need to start
- Business settings
- Data from connected tools
- CRM and clients
What AI automates
- AI spots debts and deviations and prepares the next step; the tool does not transfer money.
What you confirm
- Only important external, financial, and irreversible actions require manual confirmation
AI spots debts and deviations and prepares the next step; the tool does not transfer money.
Integrations and limitations
Integrations and data
- CRM and clients
- CSV/XLSX import
- Business analytics
Practical limitations
- Does not replace accounting and tax accounting
- Does not transfer money or perform bank reconciliation
Questions before connecting
What does AI handle autonomously?
AI spots debts and deviations and prepares the next step; the tool does not transfer money.
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?
Only important external, financial, and irreversible actions require manual confirmation