Frequently asked questions

CRM, Invoices (including recurring invoices, credit notes and customer statements), Services, Tasks and AI Discovery are included in Starter, Professional and Enterprise, within each plan's limits.

Bookkeeping (Cyprus), Proposals, Appointments & Reminders, Campaigns, AI Document Analyzer, AI Business Reporting and the AI Assistant. Each includes a 14-day free trial and can be switched on or off anytime in Billing.

Yes. Starter is free permanently and includes the core tools. Add-ons include a 14-day free trial.

(Bookkeeping add-on) Bookkeeping (Cyprus) is an add-on on every plan, with a 14-day free trial. Financial reports are bundled with Bookkeeping; AI Document Analyzer is a separate add-on.

(Bookkeeping add-on) Invoices work normally without Bookkeeping. Switch on Bookkeeping to post published invoices and receipts to the ledger automatically.

(AI add-on) A chat assistant that works from your live Bosly data. Ask things like 'Send me a list of people who owe us money' or 'Summarise my business this month' and get an answer, table or summary. Tabular results can be exported to Excel.

(AI add-on) The AI Assistant is Bosly’s flagship AI add-on, answering questions from your live workspace data. Supporting tools include AI Reports, Health Score, Smart Search and Document Analyzer. AI Reports includes performance reports, forecasts, marketing tools and AI Context. Document Analyzer drafts transactions for review and confirmation before posting.

(AI add-on) No. Your data is used only for your own workspace, is never shared with other companies and is not used to train shared AI models.

(AI add-on) The AI Assistant is an add-on at €15/mo, excluding VAT, with a 14-day free trial. See Pricing for all add-on availability.