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The assistant can answer from reports and records allowed by the connected person's current role.
- Company-scoped access
- Live ledger-derived reports
- Revocable connection
Ask questions, have the assistant do the work, approve what posts before it happens, and keep the result in the same audit trail as every human action.
Prepare an invoice for $2,400.00.
Illustrative product workflow · Sample data
The assistant can answer from reports and records allowed by the connected person's current role.
It can draft invoices, journals, and categorizations, and show what will change before anything is booked.
Permitted writes use the same validated services as the product. Claude asks before anything that posts, voids, sends, or records a payment, and every action lands in the audit log under your name, marked as AI.
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