Ask your business data anything
A built-in AI assistant that understands your projects, invoices, clients, and operations. Get instant answers in plain English -- no reports to build, no queries to write.
Business intelligence that speaks your language
No dashboards to configure, no filters to set. Just ask a question and get the answer.
Natural Language Queries
Ask questions in plain English like "What's our total unpaid invoice amount?" or "Which projects are overdue?" and get instant, accurate answers pulled directly from your live business data.
Instant Access with Ctrl+K
Open the AI assistant from anywhere in the app with Ctrl+K (or Cmd+K on Mac). No navigating to a separate page -- get answers without interrupting your workflow.
Full Business Context
The assistant understands your projects, clients, invoices, employees, proposals, maintenance contracts, and more. It sees relationships between entities, not just isolated tables.
Accessible to Every Team Member
No SQL skills required. No report builder expertise. Any team member can query business data and get answers in seconds -- from the CEO to the newest hire.
Questions you can ask right now
The assistant understands context across all your business entities. Here are just a few examples.
“What is our total unpaid invoice amount?”
Aggregates across all outstanding invoices with real-time data.
“Which projects are overdue and by how many days?”
Cross-references project deadlines with current dates.
“Show me our top 5 clients by revenue this quarter.”
Joins client records with payment data and filters by date range.
“How many proposals did we send last month?”
Counts proposals created within the specified time period.
“Which maintenance contracts need renewal this week?”
Checks contract end dates and coverage period status.
“What is the average project completion time?”
Calculates duration between project start and completion dates.
Why teams love the AI assistant
Answers in Seconds
Skip the 20-minute report-building process. Ask a question and get a data-backed answer immediately, so decisions happen faster.
Secure & Permission-Aware
The assistant respects your team's role-based permissions. Users only get answers based on data they are authorized to access.
Democratized Data Access
Every team member becomes self-sufficient. No more bottlenecking on the one person who knows how to pull reports.
Ready to talk to your business data?
Stop waiting for reports. Ask your data a question and get an answer in seconds. Try the AI assistant free.