Run the essentials from a chat.
Link your number in settings and handle the everyday things without opening the portal — because the moment you remember to invoice is rarely the moment you are at a desk.
Draft an invoice from a sentence
Client, amount, description. The province and tax come from your account.
Ask what you are owed
Outstanding totals, overdue invoices, and who is late.
Capture a job while it is fresh
Log what happened on site before it turns into a forgotten note.
Set up in settings after you sign up
invoice apex 1200 for the website redesign
Draft ready for Apex Design Co. — $1,200 + HST 13% = $1,356.00. Send it?
send it
Sent. INV-0042 is on its way. I will nudge you if it is unpaid in 14 days.
what's outstanding?
$4,820 across 3 invoices. One is overdue: Northline Plumbing, $842.50, 5 days late.
A note on what this is
The assistant is a convenience layer over the same account you use in the portal — it can only see and do what you can. Anything it drafts is yours to review before it goes out, and every invoice it creates appears in the portal exactly as if you had typed it there.