AI assistant overview
The AI Assistant in the sidebar is a chat that works only on your business’s books. It answers with figures pulled from the ledger at that moment, renders reports as cards you can download, and prepares invoices, expenses, payments, purchases, customers and suppliers as proposals that you confirm with a button.
What it can do
Section titled “What it can do”- Report on your books — profit and loss, balance sheet, cash flow, trial balance, ledgers, receivables and payables aging, tax summaries, and lookups of invoices, purchases, expenses, payments, customers, suppliers and items. See Ask for reports.
- Draft documents — “Create an invoice for Al Futtaim for 20 kg of espresso beans” produces a proposal card; nothing is saved until you press Confirm. See Draft documents with proposals.
- Read receipt photos — attach an image and it extracts the date, supplier, lines and tax into a proposal. See Receipt photos.
- Explain how to use OneBooks — “how do I write off an invoice?” searches this documentation and answers with links.
- Reply in your language — it answers in the language your interface is set to, or the language you write in.
What it cannot do — by design
Section titled “What it cannot do — by design”- It cannot delete, void, edit or refund anything. Corrections stay in the app, where the rules are enforced.
- It cannot save a document without a human pressing Confirm on the proposal card.
- It only sees this business. Nothing from other businesses or other users’ conversations.
- It refuses off-topic requests (general knowledge, coding, creative writing) so credits are spent on your books.
Full detail: Safety, privacy and limits.
Starting a conversation
Section titled “Starting a conversation”- Open AI Assistant in the sidebar.
- Pick a suggestion — “Show this month’s profit and loss”, “Who owes us money right now?” — or type your own question in the composer and press Enter.
- Conversations are kept in the rail on the side, grouped by day; New conversation starts a fresh thread and Delete conversation removes one (confirmed documents stay in your books).
Credits
Section titled “Credits”Each business receives 200 AI credits a week, resetting on the weekday and hour it signed up. The chip in the header shows the balance and the renewal date. See Credits and limits.
Connecting Claude, ChatGPT and other agents
Section titled “Connecting Claude, ChatGPT and other agents”ClaudeChatGPTOpenClaw
The same capabilities are available to Claude, Claude Code, ChatGPT, OpenClaw and any other MCP client through OneBooks’ MCP server, with the same confirmation rule. See Connect Claude, ChatGPT and other AI agents.