AI help for invoices and the catalogue
AI describes invoice lines, suggests items and helps create or import your service catalogue.
The problem it solves
Writing invoice descriptions and setting up a catalogue is tedious.
How it works
- Create an invoice or open the catalogue.
- Accept or edit AI suggestions for lines, items or catalogue entries.
- Save.
What your practice gets
- Clear invoice wording.
- Simpler catalogue set-up.
- You approve every suggestion.
Questions accountants ask
Are suggestions applied automatically?
No. You accept or edit them.
Can AI import my price list?
Yes, with AI-assisted catalogue import.
Does it set prices?
You decide prices.
Related features
Features that work alongside ai help for invoices and the catalogue.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoVoice dictation
Dictate emails, notes and time with formatting, a personal vocabulary, voice macros and voice editing of selected text.
AI Assistant chat
Ask the AI Assistant to do practice work in plain English. It works across clients, tasks, billing, email and more, with confirmation cards, file uploads and spoken replies.
Assistant actions across the practice
The assistant can reach most of the practice system (clients, ATO information, billing, email, e-signatures, tasks, KYC, calendar and org charts), so almost any action can be requested in chat.
AI quick actions
Suggested one-click actions for common requests to the assistant.
AI-guided practice setup
A guided conversation that helps set up a new practice.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.