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An AI Assistant for invoices, proposals and your books

Invoice Crowd's AI Assistant is a chat panel that opens over any page of the app. Ask about your customers, invoices, expenses and projects and it answers from your own records. It can also write, edit and check your proposals. Every record it proposes waits on a confirmation card until you click Confirm. Included on paid plans, with 100 AI credits every month.

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  • Answers from your own records
  • Nothing saved until you confirm
  • Reads receipts and expense spreadsheets
The Invoice Crowd AI Assistant panel over the Age Debt report answering how much customers owe by age and what is owed to vendors, from the account’s own records

What is inside

Ask it about your books, then decide what it writes

The assistant does three things: it answers questions from your own records, it turns a receipt or an expense spreadsheet into expense rows ready to check, and it puts every new record on a card that waits for your click.

Asking it

Answers from your own records

The Invoice Crowd AI Assistant opened over the Dashboard with its welcome tiles and seven quick-start buttons: Unpaid Invoices, Overdue, Expenses This Month, Create Proposal, New Invoice, Add Customer and Add Expense

A chat panel that follows you around the app

The assistant opens over whatever page you are on, from the launcher at the bottom right or the AI Assistant item in the sidebar. It stays open as you move around the app, even after a reload. A new chat offers quick-start buttons for the page you are on, such as Create Proposal on Proposals or Improve Wording inside a proposal: the questions send straight away, and the create prompts fill the message box so you can adjust the wording first.

  • Opens from the launcher or the sidebar
  • Stays open while you move around the app
  • A history drawer holds earlier conversations
The Invoice Crowd AI Assistant answering receivables and payables aging questions from the account’s own records, next to its 15 read tools

Answers drawn from your own records

Ask about customers, vendors, items, invoices, expenses, projects, categories, taxes, payments received and made, credit notes, proposals, the chart of accounts, your business details or the product help catalog. Ask for a profit and loss, balance sheet, receivables or payables aging, or customer balance report, and every answer comes from your own records, one currency at a time. Answers respect each person's role, so a team member sees only the documents their permissions allow.

  • Instant answers for the active business
  • Look up any invoice, estimate, bill or purchase order
  • Secured to your signed-in account
Invoice Crowd AI Assistant open over the Customers list, naming the page and offering Who Owes Me and Add Customer, with a formatted answer listing what each customer owes

Suggestions for the page you are on

The assistant shows the page it is open on, such as Invoices, Customers or Reports, and offers the suggestions that fit it: Who Owes Me on Customers, Bills Due on your purchase pages, Explain This Report on any report. What is on the page is shared only when you send a message, and replies come back formatted, with paragraphs, lists and bold figures that are quick to scan.

  • Quick actions matched to each page
  • Explain This Report on any report
  • Replies formatted for quick reading

Letting it write

Nothing saves until you click

Invoice Crowd AI Assistant staging two time entries that wait for Confirm or Reject, next to an income it created only after Confirm

Every change arrives as a confirmation card

When the assistant suggests a new record, it shows an itemized card listing every field it will save. Nothing reaches your books until you click Confirm, and each card can be confirmed only once, so a double click never posts the same record twice.

  • Permissions checked again before saving
  • Your newer edits are never overwritten
  • Confirming saves, it never sends
The Invoice Crowd AI Assistant turning three rows of an expense spreadsheet into an itemised expense batch waiting for confirmation

Turn receipts and spreadsheets into expenses

Attach a JPG or PNG receipt and it comes back as expense fields filled in for you. Attach a CSV, XLS or XLSX and the rows come back as an itemized expense batch, up to 25 on one card. You check the rows before anything saves, and the file itself is never stored.

  • 5 files a message, 3 of them receipt images
  • Every upload screened for safety
  • Larger sheets go through the expense importer
Invoice Crowd AI Assistant open on a proposal with the Improve Wording, Change Customer and Change the Design buttons and a staged wording change waiting for Confirm

Proposals written, edited and checked in the chat

Tell the assistant who the proposal is for and what the work is. It asks for anything missing, such as deliverables, timing or prices, then builds the proposal the same way as Create with AI: a gallery or saved template filled with your words, pricing and brand. Open a proposal and it rewrites wording, fills a table, switches the customer or checks what still needs attention before you send, keeping the design and merge tags intact.

  • A full proposal from a short brief
  • Wording changes staged for your Confirm
  • Prices only from you or your saved items
Create with AI in the proposal builder

Human control built into every action

Credits, scope and safeguards

Invoice Crowd AI Assistant chat history drawer with recent conversations and the credit line 236 credits, 64 of 100 monthly credits left, reset Nov 1, above Billing and Plan Add-Ons and AI Credits with AI Credits Left and the note that paid plans include 100 AI credits each month, used first and reset monthly, and that purchased credits never expire

100 AI credits every month on paid plans

Every paid monthly or yearly subscription includes 100 AI credits each calendar month. They are used first and reset at the start of the next month, and credits you buy in Billing and Plan never expire. A chat message is priced at 3 credits, the panel shows both balances and what each answer used, and you can always confirm or reject what the last turn prepared, even when your balance runs low.

  • Credits are refunded when a receipt scan fails
  • Balances never go negative
  • Clear guidance when credits run low
The Invoice Crowd AI Assistant declining to delete an invoice or send email, and a proposed vendor that was rejected

High-impact actions stay under your control

Every change the assistant proposes arrives as an itemized card for the account owner to confirm, and it respects the permissions of every business and team member. Sending, payments, settings and deletions stay with you, in the app.

  • For you and your team
  • A fresh conversation for each business
  • Page context handled safely
AI Connections

Built in

The safeguards behind every card

What the assistant can prepare, the drafts it can edit, and the safeguards that keep your books accurate.

  • Records it can create

    Customers, vendors, items, taxes, expenses, incomes, projects and time entries (up to 20 at once) are proposed on a confirmation card and saved only when you press Confirm.

  • Updates that check first

    It can update a customer, vendor, item or project, and it checks first, so your own newer edits are never overwritten.

  • Drafts ready for review

    Invoices, estimates, bills, purchase orders, credit notes and complete proposals arrive as drafts with accounting posting off until you choose the account. Ask for a currency, template, your own number or payment methods and the draft carries them.

  • Recurring starts paused

    A recurring invoice the assistant stages is created paused, so it bills nothing until you activate it yourself in the editor.

  • Edits to open drafts

    On an open draft that has not been sent, paid or posted, it can add or replace lines, including each line's tax, and change the dates, notes or document number.

  • The full editor for complex drafts

    Drafts with invoice-level discounts or taxes, shipping, a deposit, a Payment Link, partial payments or Item Costs are edited in the full invoice editor.

  • Staged actions expire

    A staged action you never confirm expires after 24 hours and leaves nothing behind in your books.

  • Built-in safety limits

    Each turn and confirmation runs within safety limits, keeping every request quick and every batch a manageable size.

  • Attachment size limits

    The panel shows the file, message and daily upload limits before you attach anything.

  • Spreadsheet import

    Reads the first worksheet, up to 50 non-empty rows, 30 columns and 500 characters a cell, with formulas switched off for safety.

  • Category and payment account

    The category says what was bought and the payment account how it was paid; leave the account out and the Cash account is used by default.

  • Complete batches

    An expense batch saves as one complete set, so your books never hold half a batch.

Questions

AI Assistant, answered

Do I approve everything the AI Assistant creates?

Yes. Every new record arrives as a confirmation card in the chat, and nothing is saved until the account owner clicks Confirm. Ownership, permissions and record versions are checked again before anything is saved, and an action you never confirm expires after 24 hours, leaving your books untouched.

How does the Invoice Crowd AI Assistant protect business records?

Every change appears as an itemized confirmation card and is saved only after the owner confirms it. Permissions, business ownership, document status and version are checked again before a record changes, and sending, payments, settings and deletions stay in your hands in the app.

Can the AI Assistant read a receipt photo or a spreadsheet of expenses?

Yes. You can attach up to 5 files to a message in the Invoice Crowd AI Assistant, of which up to 3 can be JPG or PNG receipt images, at 10 MB per file and 20 MB per message. A receipt scan comes back as expense fields filled in on a confirmation card you check before saving. CSV, XLS and XLSX files are read up to 50 non-empty rows and 30 columns, and one confirmation card can carry up to 25 expenses. The panel shows your limits before you attach a file.

Does the AI Assistant know which page I am on?

Yes. Invoice Crowd's AI Assistant shows the page it is open on, such as Invoices, Customers or Reports, and its quick-start buttons change to match: Who Owes Me on Customers, Bills Due on your purchase pages and Explain This Report on any report. The visible page is shared only when you send a message, never from sensitive screens such as billing, security or payment settings, and replies come back formatted with paragraphs, lists and bold figures.

Can the AI Assistant write a proposal?

Yes. Tell the Invoice Crowd AI Assistant the customer and the work, for example “Create a website redesign proposal for Harbor & Vine Co. with three milestones”, and it asks for anything missing, then builds the proposal the same way as Create with AI, from a gallery or saved template filled with your copy, pricing and brand. The credits for the task are shown before it starts, the account owner confirms the card, and the result is an unsent draft ready to review in the proposal editor.

Can the AI Assistant change a proposal I have already started?

Yes. Open the proposal and choose AI Assistant in the editor. It reads the proposal's words and stages changes, such as rewriting a paragraph, filling a table or removing an example testimonial, while keeping the design and merge tags. It can also switch the customer on an unsigned proposal or check what still needs attention before you send. Every change waits on a card until the account owner confirms it.

Can team members use the AI Assistant?

Yes. Team members can ask questions within the business they are attached to, their permissions and any customer or project assignments. Creating records through the assistant is reserved for the account owner, and the assistant is available to you and your team only.

How much does the AI Assistant cost in Invoice Crowd?

Every paid monthly or yearly Invoice Crowd plan includes the AI Assistant and 100 AI credits each calendar month, used first and reset at the start of each month. A chat message is priced at 3 credits and a Create with AI proposal usually 5 to 15, and the panel shows the price before you send. For more, choose Buy Credits under Add-Ons & AI Credits in Billing and Plan; purchased credits never expire.

Does the AI Assistant keep each business separate?

Yes. Every answer and every proposed change is scoped to your account and the business profile that is active. Switching business profiles starts a fresh conversation, so information from one business never appears in another.

Can I use Claude or ChatGPT with Invoice Crowd instead?

Yes, on paid monthly and yearly plans. AI Connections let Claude, ChatGPT or another AI app that supports MCP read one of your businesses and prepare drafts and records from inside that app, and every change waits on the Integrations page until you approve it. The AI Assistant is the chat panel built into Invoice Crowd; AI Connections bring the AI app you already use.

What is Ask AI, and how is it different from the AI Assistant?

Ask AI is Invoice Crowd's built-in product guide. It answers how-to questions about features and helps you find your way around, for account owners and team members on every plan, without using AI credits. The AI Assistant works with your own records: it answers questions about your invoices, customers and expenses and prepares new records for you to confirm. Both open from the chat launcher at the bottom right, under How can we help?

Can the AI Assistant generate invoices and estimates?

Yes. Describe the customer, the work or items, quantities and agreed prices. The AI Assistant asks for anything missing and prepares an invoice or estimate draft on a confirmation card. Confirm it to save, then open the normal editor to review the document and send it. It works with the selected business and your existing records.

Let it do the looking up, and keep the last word

Ask it about your customers, invoices and expenses, hand it a receipt, and confirm what it proposes. Invoicing, expense tracking and the chart of accounts work the same whether or not you ever open it.

  • No card required to start
  • Your data stays yours
  • Cancel anytime
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