Ask Invoday AI Business Questions
Get company-scoped answers about invoices, expenses and receivables.
Before you start
Invoday AI reads permitted company data; it does not modify records.
Open Invoday AI
Dashboard → Invoday AI
Start from Dashboard, select Invoday AI. On mobile, open the workspace menu first when the named menu is not visible.
Open the assistant
Open the assistant. Review the information shown before continuing to the next step.
Mention the metric and reporting period
Mention the metric and reporting period. Review the information shown before continuing to the next step.
Follow internal links to source pages
Follow internal links to source pages. Review the information shown before continuing to the next step.
Refine broad questions with a client, status or date
Refine broad questions with a client, status or date. Review the information shown before continuing to the next step.