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The accounting assistant is an AI that reads your invoices, bills, payments and payroll. Ask it a question in plain words, like you would ask a bookkeeper, and it answers from your own numbers. This guide asks it which of Northwind’s clients owe money and which invoice is the most overdue.

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Open the assistant

On any Commerce page, click Ask accounting at the bottom right. The assistant opens on the right, and it knows which page you are on.
The orange Ask accounting button, outlined

Ask accounting, on every Commerce page

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Ask your question

Type your question in Ask the accounting agent… and press Enter, or click the send arrow.
The box with Which clients owe us money, and which invoice has been overdue the longest? typed in, outlined, and the send arrow, outlined

Northwind's question

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Read the answer

The assistant shows what it is checking as it goes, such as Checking what clients owe and Loading invoices, then answers. Northwind’s answer took about a minute.
The question, and the assistant's answer, outlined: four clients owe a total of $1,900 on open invoices, Copperleaf Books & Coffee $318 due Aug 4, 79 days overdue, Pinecrest Design Collective $370, Quillfeather Bakehouse $524 and Ninebark Hotel $688, and the oldest overdue is Copperleaf's INV-2026-000004

Four clients, and the oldest overdue invoice

The answer matches the Accounts aging report, and you can check any number against your invoices. Ask a follow-up question in the same box.

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Good to know

  • Things to ask: “How did we do this month?”, “Which bills are due in the next two weeks?”, “What did we spend on packaging this quarter?”, “Who are our biggest clients this year?”
  • It asks before it moves money. When you ask it to approve a bill, record a payment or run payroll, it prepares the action and shows a card for a person to Approve or Cancel. Nothing happens until someone approves it.
  • Teach it your ways: Memory at the top of the assistant opens its notes and rules, such as how you like reports laid out.
  • More: Find and Chase Overdue Invoices shows the same numbers in the Accounts aging report.