Invoicer has an AI assistant that you can use to ask questions about your account data. Designed to simplify your invoicing workflow, the AI Assistant helps you instantly retrieve key information about invoices, estimates, clients, items, and expenses.
In this guide, we’ll walk you through how to use the AI Assistant effectively.
What the AI Assistant Can Do for You
The AI Assistant is designed to:
Retrieve Client Information: Find details by client name,email, or phone number.
Search Invoices and Estimates: Filter by status, due date, or other criteria.
Track Expenses: View expense data within any date range.
Analyze Data: Summarize your financial performance and help you make informed decisions.
Note: The AI Assistant currently retrieves data but cannot take actions like creating or updating records. Future updates will introduce features that automate tasks such as invoice creation and client management.
How to Use the AI Assistant
Step 1: Access the AI Assistant
The AI Assistant is built into your Invoicer.ai dashboard. To start using it:
Navigate to the Dashboard in Invoicer.ai.
Click the AI Assistant icon in the top right or AI Assistant in the menu.
Step 2: Accept the terms
The Assistant uses OpenAI to analyze your data and provide information. To use it, please consent to the use of your data for AI processing. You can turn this off at any time in your settings. Review the privacy policy for more details.
Step 3: Ask a Question
Type in your request as naturally as possible. For example:
“Show me a breakdown of unpaid invoices.”
“Who are my top 5 clients by revenue?”
"List overdue invoices that need follow-up"
The AI Assistant understands a wide range of queries and will prompt you if more details are needed.
Step 4: Review the Results
The AI Assistant pulls up the relevant data in seconds. If you need to refine your search, ask follow-up questions.
Step 5: Starting a new chat
The AI Assistant saves your previous prompts. To keep your token usage down, or if you need to ask new questions, click New chat above the question box. This clears your existing conversation and starts a new one.
Common Questions You Can Ask
Here are some examples of queries to help you get started:
Invoices and Estimates
“Which invoices are overdue?”
“Show invoices for Client ABC this year.”
“Find estimates sent last month.”
Clients
“What is the outstanding balance for Client XYZ?”
“List all clients with overdue payments.”
Expenses
“Show my expenses for January.”
“Break down expenses by category for this quarter.”
Financial Summaries
“What is my revenue and expense summary for the past 12 months?”
“Which clients have generated the most revenue?”
The AI Assistant can handle both simple and complex questions, helping you save time and avoid manual searches.
Tips for Best Results
Here’s how to get the most from the AI Assistant:
Be Specific: Include details such as date ranges, client names, or invoice statuses.
Use Natural Language: The assistant understands conversational queries like "Show me my revenue last quarter."
Ask Follow-up Questions: Continue refining your query to get deeper insights.
How the AI Assistant Works with Expense Management
The AI Assistant works seamlessly with Invoicer.ai’s Expense Manager, giving you quick access to your expense records. You can:
Pull up recent transactions.
View categorized expenses.
Track spending trends over time.
Together, these AI-powered tools simplify both invoicing and financial management, helping you stay organized and make better business decisions.
Upcoming Features
The AI Assistant is just getting started! Here’s a sneak peek at what’s coming soon:
Automated Invoice Creation: Generate invoices by simply describing the work done.
Instant Estimate Generation: Quickly provide pricing details without manual entry.
Client and Item Management: Easily add new records to your system.
These future updates will further enhance automation, making Invoicer.ai one of the most powerful tools for small business invoicing.
Try the AI Assistant Today
The AI Assistant is available to all users on any of our paid plans. Usage limits apply based on your plan, but you can upgrade for increased access if needed.
With features like instant searches, automated financial summaries, and upcoming invoice creation capabilities, the AI Assistant is designed to help you run your business more efficiently.
Try the Invoicer AI Assistant today!
Have feedback? We’d love to hear from you—reach out to us through the chat.