Accounts
Horus, Pennylane or your own software: open invoices, trial balance, general ledger. This is the case we set up at a clinic.
Offer · Assistant on your data
Ask the question,the assistant reads your data.
Accounts, documents, tickets: an assistant that answers from your own data, read-only. AI is a tool, not a promise.
Who it's for
For managers and team leads who ask their accountant, their office staff or their IT person the same questions every week: which invoices are open, where is that contract, how many requests are pending.
- A clinic wanting to query its accounts without waiting for the monthly review.
- An SME looking for a document in ten years of archives.
- A practice wanting to explain an internal procedure to a new team member.
What we connect
The assistant only sees what you open up to it, and only to read.
Documents
SharePoint, OneDrive or file server: contracts, procedures, letters, with each user's permissions.
Requests and tickets
Your support or tracking tool: what is waiting, since when, with whom.
What we don't connect
Patient data, unless there is a GDPR framework agreed with you before the first line. A payment, never.
How it works
In four steps
- 01
We choose a source
Just one to begin with: the accounts, or the documents. Not everything at once.
- 02
We set the framework
Which data, for whom, hosted where, and what never leaves. Written down and approved before we start.
- 03
We test on your real questions
You ask twenty real questions. We look at where the assistant gets it wrong and we correct it.
- 04
We open access one user at a time
Each user has their own account and only sees what they already see in their software.
What you get
- An assistant available from Teams or your browser.
- A written framework: connected sources, permissions, hosting, retention period.
- Answers that cite their source: the invoice number, the document, the date.
- A button to cut off access, at any time.
Can the assistant change my data?
No. Access is limited to reading. Writing is only enabled if you decide so, for a specific task, and never for a payment.
Where does my data go?
It stays in your software. The assistant reads it at the moment of the question. The written framework states which AI service is used and where it is hosted: you approve it before go-live.
What about patient data?
We don't connect it without a GDPR framework agreed with you: which data, for what use, hosted where. Often the right answer is not to connect it at all.
Does it make mistakes?
Yes, sometimes. That's why every answer cites its source, so you can check it in one click. An assistant decides nothing for you.
Which question do you ask every week?
Tell us which one, and we'll tell you whether your data can answer it.