AI quick actions
Suggested one-click actions for common requests to the assistant.
The problem it solves
Typing the same requests repeatedly is tedious.
How it works
- Open the assistant.
- Pick a suggested quick action.
- Review the result.
What your practice gets
- Common requests without typing.
- Discover what the assistant can do.
- Consistent results.
Questions accountants ask
Are quick actions customisable?
Suggestions reflect common requests.
Do they need confirmation?
Actions that change data are shown on a confirmation card first. Your practice decides what the assistant can do: draft only, wait for approval, or run automatically.
Where do I find them?
In the assistant.
Related features
Features that work alongside ai quick actions.
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.
AI-guided practice setup
A guided conversation that helps set up a new practice.
Chat with practice and client data
Separate chat sessions where you can ask questions of practice and client data, choose the model and attach files.
AI writing help
Inline autocomplete that learns as you write, rewriting, reminder-template rewriting, meeting summaries and client email drafts.
AI memory management
Inspect, add, edit and remove what the AI remembers; older, unconfirmed memories fade over time.
VideoAI help for invoices and the catalogue
AI describes invoice lines, suggests items and helps create or import your service catalogue.
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.