What it is
Finance ships an AI assistant built into the app itself — the floating button you see on any screen. Use it for questions like:
- "Which invoices are still unpaid this month?"
- "Give me the financial summary for the Acme project"
- "How many purchase subscriptions renew this week?"
- "Compare this year's budget against actuals"
How it answers
The assistant reads your data with the same read-only tools an external MCP client uses (see connect an assistant): it never makes up a figure it can't look up, and if your role doesn't have permission to see something, it says so instead of guessing.
There's no need to fix a document or project beforehand: if you ask about something specific, the assistant searches first (a contact or a project, say) and then asks for the detail with the id it found.
What it doesn't do
The built-in assistant is read-only: it doesn't sync with Holded, doesn't create subscriptions and doesn't attribute documents to projects. For those, use the app directly or an MCP client connected with your account (which does offer them, with your explicit confirmation before running).
Where to go next
- Connect an assistant — if you'd rather use Claude, ChatGPT or another external client, with the same tools plus the ones that act.