Accounting
AI
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Accounting AI Agent
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What Accounting AI can help you with
List invoices by date range, account, or status
List payments by date range or account
View full 360° invoice details — line items, taxes & payment history
View full 360° payment details and linked invoices
Generate new invoices from open orders
Record payments against outstanding invoices
Void invoices with reason tracking
View account accounting summaries and balance overviews
Search accounts by name for quick financial lookup
📋 Report Type
📋 Invoice List
💰 Payment List
📈 Account Summary
📅 Date Range
This Month
Last Month
This Quarter
Last Quarter
Year-to-Date
Last 30 Days
Custom Range…
▶ Start Date
⏹ End Date
▶ Run Report
⚠ Start Date must be before End Date.
📋 List Invoices
💰 List Payments
🔍 List Invoice 360
💵 List Payment 360
📄 Generate Invoice
💳 Record Payment
❌ Void Invoice
📈 Account Summary
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