Using the chat

The chat panel is a single back-and-forth thread, scoped to your active organization. It resets when you reload the page or click Reset in the panel header — there's no long-term memory between sessions yet.

A typical conversation

You ask:

Record $1,200 office rent paid from checking today.

Behind the scenes, the AI:

1. Calls getToday to learn today's date.

2. Calls searchAccounts to find the right Rent expense account and the right Checking asset account.

3. Calls proposeJournalEntry — and the chat shows a Proposed transaction card with two lines:

   • Debit 6000 Rent expense $1,200.00
   • Credit 1010 Checking $1,200.00

   …along with a Post button.

4. You click Post. The entry is created via the same path the manual form uses — it runs through period-lock checks, balance-cache updates, and the audit log.

5. The AI gets a confirmation back and wraps up: "Posted. Anything else?"

If you click Cancel instead, nothing is written and the AI moves on.

The proposal card

Every write goes through one of two cards:

Journal-entry proposals

You see the full debit/credit table with resolved account names and codes, the date, optional reference, memo, and live totals. The Post button is disabled until debits equal credits — if they don't, ask the AI to fix it (e.g. "you missed a line for tax").

Delete proposals

You see the entry's date, memo, reference, and line count. The Delete button is the only way the entry goes away.

The card stays visible after you act on it, marked with the result ("✓ Posted entry abc123 for $1,200.00" or "✕ Cancelled"). This makes the chat a usable audit trail of the session.

Tips for good answers

• Be specific about amounts and accounts. "Pay $300 of the Visa bill from checking" beats "pay some of the credit card."
• Mention currency only if it differs. Otherwise the AI uses your org's default currency.
• For analytical questions, name the period. "What were our biggest expenses in March?" works better than "lately."
• If the AI proposes the wrong account, push back. "No, use 1020 Money Market, not 1010 Checking."
• Ask it to search first when you're not sure. "Do we already have an entry for the Stripe payout on the 5th?"

Keyboard

Markdown

Books AI's replies render as markdown — lists, tables, code blocks, and inline code all display properly. If you ask it to summarize results ("show me the 5 biggest expenses last month as a table"), it can.

Next: Common recipes →