How the assistant works
Here's what happens when you use it — the assistant gets the busywork ready; you decide what goes out the door.
You speak or type in your own words
Tap the Assistant and say what you need. No commands to memorize — say something like "Create an invoice for Johnson Plumbing for 6 hours at $85" or "Start a session for the Miller job."
The assistant figures out the details
It listens for what you meant, not just exact words. It pulls out the client name, hours, rate, description, and anything else billing needs — even when you say it a different way every time.
It looks up your clients automatically
The assistant matches your client list so "the Smith job" lands on the right contact without you typing a full name. New clients get added if they are not in there yet.
The assistant prepares it — you approve and share
The assistant builds the invoice in under a minute with your business details, each charge, tax, and due date. You check it first — then share the link, email it, or print it. Nothing goes to your client without you seeing it. Share a link your client opens on any phone — no app, no download, no attachment. Just tap the link and there's the invoice.
No setup marathon
You do not have to configure clients, item libraries, rates, taxes, or your full business profile before the first invoice. Add the details the invoice needs now and improve the reusable records later.
Your data stays yours
Your voice input and invoice data are used to do what you asked, troubleshoot issues, and prevent abuse. We do not use your business data to train general-purpose AI models.
Works without signal
The assistant needs a signal — but you don't have to wait. Log the job manually in seconds, and the assistant picks it up when you're back in range. Everything saves automatically when you're back in range.