Three specialities, one team.
Case study · Assistant and accounts
A clinic keeping its accounts in Horus, with several companies, and a team that wanted to query its figures without opening the software.
“Which supplier invoices are still open?”, “Where does this account stand?”: for every question, someone had to open the accounting software, search and export. The team wanted to ask its AI assistant directly.
After
We set up a connector hosted by DeepIT between the clinic's AI assistant and its accounting software. The assistant can consult the chart of accounts, the journals, third parties, the trial balance, the general ledger, open invoices and documents.
The connector only accepts reads: any write request is refused before it even leaves for the accounts. On the accounting software side, the access granted is also limited to reading.
No shared password and no key handed to the client: each user signs in with their accounting account and only sees the files they already have rights to.
Before handover, every tool was checked on the clinic's real data, and write attempts were indeed blocked. The clinic's team is now connecting, one user at a time.
Connecting an AI to business data needs a framework: who sees what, what is read, what never is. We set it with you before we start, and we check it afterwards. See our method
We look with you at what your team asks the accounts most often.
