AI memory management
Inspect, add, edit and remove what the AI remembers; older, unconfirmed memories fade over time.
The problem it solves
An assistant that remembers wrong facts is worse than one that remembers nothing.
How it works
- Open AI memories.
- Review what is remembered.
- Correct or delete anything wrong.
What your practice gets
- Assistant knowledge you can inspect.
- Corrections take effect.
- Stale memories fade.
Watch it in the product
A short recording of ai memory management in use.
Questions accountants ask
Can I delete a memory?
Yes.
Do memories expire?
Confidence in older memories decays over time.
Is there client and practice memory?
Yes.
Related features
Features that work alongside ai memory management.
AI client memory
Keep the facts the AI assistant learns about a client and about your practice, and let staff review and manage them.
VideoAI help for invoices and the catalogue
AI describes invoice lines, suggests items and helps create or import your service catalogue.
Voice 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.
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.