AI guide
How grounding, context and approval work, and how to read the sources behind an answer.
"Why did cash drop this month?" produces a better answer than "sum the bank account movements". The first names the business question and lets the AI choose the ledgers; the second constrains it to one that may not contain the reason.
Answers list what they were grounded in. If a source you expected is missing, the answer is incomplete rather than wrong — narrow the question or check that your role can read that module.
Draft entries are a starting point, not a recommendation to accept. Read the entry, not just the summary, before approving anything that posts.
Set up the chart of accounts, opening balances and fiscal periods, then post your first documents.
Getting started · 12 min readWhat debit and credit actually mean, and how a business event becomes a journal entry.
Accounting Academy · 9 min readInvoice content, tax codes and the records to keep — with the date the guidance was reviewed.
Country guide · 11 min readCreate a workspace, import a chart of accounts and post a document. The ledger underneath is the same one that will carry you at ten times the size.
