How it works
Ask. Review. Act. Stay in control.
A useful instruction becomes a visible plan, authorised actions and a result linked to the records.
The complete action loop
No hidden changes behind a friendly reply.
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1. Describe the work
Choose the workspace, selected records and period. Add text or attachments.
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2. Review the exact action
See the before-and-after change, required information and approval boundary.
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3. Confirm and verify
Track actual states and open the resulting records. Partial work stays visible.
Three views. One working desk.
Choose how you work without changing your records or permissions
Start with the outcome.
Describe the work. Review a structured plan, source records and the next decision—not just a conversation.
- Same records
- Same permissions
Guidance beside the tools.
Work in the familiar screens with suggestions alongside: the assistant prepares, you decide what is applied.
- Same records
- Same permissions
Every tool, in its usual place.
Lists, forms, filters and reports without an assistant in the way. Nothing is lost when AI is unavailable.
- Same records
- Same permissions
Understand, review, confirm, result.
Every instruction follows the same four stages.
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1. Understand
The assistant reads your instruction and the records you selected, and asks for anything missing.
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2. Review
You see a plan: the records affected, what will change and what is still unknown.
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3. Confirm
A person with the right permission confirms. Approvals and payments keep their own controls.
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4. Result
The outcome links to the records it touched. If only part of the work is done, that stays visible.
Important actions stay in your hands.
Review the scope, inspect the source and confirm the action.
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See before you apply
Changes have a preview, affected records and a clear outcome.
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Permissions do not change
An AI instruction cannot expand what the current user is allowed to do.
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Manual work remains
Continue with the same records when AI is unavailable or limited.
A few useful answers.
Do I have to use AI?
No. AI, Hybrid and Classic are three views of the same records. You can switch at any time without losing anything.
Can the assistant approve or pay?
No. It works inside your permissions and cannot approve or pay by itself. Those actions keep their own controls.
What if the assistant gets something wrong?
Nothing is applied until you confirm. You can inspect the plan and the source records first, and change or cancel it.
What happens when AI usage runs out?
Your records stay available and the manual tools keep working until the allowance resets or the plan changes.
Give your expenses a better place to work.
Start with a simple instruction. Keep the details—and the decisions—under your control.