Dashboards and the AI assistant
Dashboards
Go to Insights (or More → Dashboards) and create a dashboard. Start from the suggested widgets (outstanding, overdue, collections per month, GST charged), then add or remove your own.
AI assistant
Ask "Who owes me the most?" or "How much GST did I charge last quarter?" and get an answer from your own data. Or say "Invoice Sharma Traders ₹15,000 for October bookkeeping" and it prepares a draft. It only ever creates drafts: you review and send.
Related
- Signing in and if the email doesn't arrive
- Export your data, API and webhooks
- Security, privacy and closing your account
Still stuck? Email [email protected] and a person will reply.
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