Let’s be honest—managing invoices, tracking expenses, and keeping up with client details isn’t exactly the highlight of running a business.
It’s a necessary part of running a business, but it can also be repetitive, time-consuming, and overwhelming at times.
That’s why we’re introducing the AI Assistant in our invoicing software for small businesses. This new feature takes the hassle out of invoicing by handling routine tasks for you, such as retrieving details about your clients based on names or IDs, searching for invoices and estimates based on status or other criteria, finding information about expenses within a specified date range, and much more!
And the best part? This is just the beginning. Soon, the AI Assistant will go beyond retrieving data and start creating professional invoices for you, generating estimates, and automating your invoicing process.
So, let’s explore everything the AI Assistant can do for you right now!
If you’ve ever found yourself wasting time searching for an invoice or digging through spreadsheets for a client’s payment history, our AI assistant feature is for you.
The AI Assistant makes invoice processing, financial tracking, and client management much easier and faster.
Instead of manually looking up invoices or client details, just ask the AI Assistant. It retrieves the information in seconds, reducing manual errors and making invoicing easier for you.
Need to check if a client has paid? Looking for a specific invoice? The AI Assistant lets you easily search invoices by status, due date, or number.
With instant access to estimates, invoices, and client details, you can make informed decisions like following up on overdue payments or adjusting pricing for a new project faster.
Not sure what to ask next? The AI Assistant also provides example questions below the input field to help you get started quickly.
Just click on a question, and the AI Assistant will immediately retrieve the relevant information. This feature helps you discover what the AI can do while saving time on manual searches. You can also ask it what it can do for you.
Expense tracking is now easier than ever. The AI Assistant can retrieve business expenses for any date range, giving you a clear picture of your cash flow without scrolling through spreadsheets. You can ask it to find specific expenses, expenses by category, as well as summaries of your expenses.
Think of the AI Assistant as your personal billing expert—it's always ready to retrieve the right data at the right time.
Right now, the AI Assistant helps you find information quickly, but soon, it will go beyond that. Upcoming features will allow you to:
These improvements will turn Invoicer.ai into one of the most efficient invoice management systems available, helping freelancers, entrepreneurs, and small businesses automate their invoicing without switching to complex invoicing software.
Whether you’re a freelancer, an entrepreneur, or running a small business, you know well that your time is valuable. The AI Assistant is designed to help you spend less on invoicing and more on running and growing your company.
With automated invoice processing, there’s no need to spend additional time searching for client details or past transactions. The AI Assistant retrieves the info you need in seconds.
By reducing manual data entry, you lower the risk of billing mistakes, duplicate invoices, and lost payments.
When invoices, estimates, and expenses are easy to find, managing cash flow and making informed financial decisions becomes much simpler.
With AI-powered invoice automation, you’ll always have a clear view of your income, expenses, and outstanding payments without manually crunching numbers.
No matter if you're handling just a few invoices per month or managing hundreds, the AI Assistant scales with your business, making invoicing stress-free at any stage.
Using the AI Assistant is simple. It’s already built into your Invoicer.ai account, so there’s no need to install anything new.
Just type in your request in natural language. For example: “Show me all overdue invoices” or “Find client details for Soylent Group”—and let the AI do the work.
The AI Assistant pulls up the relevant information in seconds, so you can make decisions quickly and move on to more important tasks.
Instead of sifting through records, you get exactly what you need faster, easier, and with fewer mistakes.
We’ve already made expense tracking easier with our AI-powered Expense Manager. This tool automatically categorizes your business expenses, helping you stay on top of your spending without the usual headache of manual tracking.
Now, with the AI Assistant, invoicing and financial management are becoming even more efficient. You can pull up invoices, track client payments, and monitor expenses all in one place.
Together, these AI tools are making invoice automation and financial management faster, smarter, and more accurate.
The AI Assistant is now live in Invoicer.ai, ready to help you:
✔ Find invoices, estimates, and client details instantly
✔ Track expenses and cash flow effortlessly
✔ Cut down on time spent managing invoices
And with even more invoice automation features coming soon, invoicing will only get easier.
Want to know how AI accounting software can make a difference for your business? The AI Assistant is available with all paid plans, packed with features to make your invoicing process and financial management more simple.
Each plan comes with usage limits, but if you need more, our Advanced Plan gives you the most flexibility. And don’t worry—you can always upgrade to a new plan as your business grows.
Along with AI-powered automation, the Advanced Plan includes unlimited invoices, real-time updates, multiple currencies, expense management, late payment reminders, invoice tracking, and more.
Sign in to Invoicer.ai and try it today.
Have feedback? Let us know how we can make invoicing even better for you.
