Client memory for the AI assistant
The AI assistant keeps client-specific notes between sessions, with older memories fading over time.
The problem it solves
Explaining the same client rule every session is frustrating.
How it works
- Tell the assistant a client-specific rule, or let it extract one.
- It is saved as a client memory.
- The assistant uses it in later sessions.
What your practice gets
- Client rules remembered.
- Less repetition.
- Stale memories fade.
Questions accountants ask
Can I see what is remembered?
Yes.
Do memories expire?
Confidence in older memories decays daily.
Is it per client?
Yes.
Related features
Features that work alongside client memory for the ai assistant.
AI Copilot
Ask the Copilot to do ledger work in plain English, with changes confirmed by you, the option to cancel, and files in the conversation.
Fresh client memory
Confidence in older client memories fades daily, so stale information stops steering the AI.
Anomaly detection
Unusual transactions and period anomalies are flagged for you to investigate.
Background AI jobs
Large AI coding, comment and GST jobs run in the background with progress you can check, so you can close the page.
Pre-finalisation review checks
A review pass across categories, comments, GST, duplicates, period anomalies and missing accounts before you finalise.
AI suggestion statistics
See how often AI suggestions are accepted for each client.
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.