AI ASSISTANT
Talk to an AI assistant that works from your live invoices, clients, leads and books. No reports to build, no filters to set.
Bosly Assistant
Your business, in conversationSend me a list of people who owe us money
Five clients have an outstanding balance of €7,180. Of that, €5,930 is overdue. Here’s the breakdown.
| Client | Invoice | Due date | Amount outstanding | Days overdue |
|---|---|---|---|---|
| Sample Studio | DEMO-014 | 25 Aug 2026 | €2,400 | 45 |
| Demo & Co. | DEMO-018 | 12 Sep 2026 | €1,850 | 27 |
| Example Works | DEMO-021 | 25 Sep 2026 | €960 | 14 |
| Sample Collective | DEMO-025 | 3 Oct 2026 | €720 | 6 |
| Demo Workshop | DEMO-028 | 23 Oct 2026 | €1,250 | 0 |
| Total outstanding | €7,180 | |||
Ask about your business…
ASK ANYTHING
Money, relationships, priorities. Start with whatever’s on your mind.
NOT JUST ANOTHER CHATBOT
Answers come from your own invoices, receipts, clients, leads, proposals and bookkeeping. Not generic advice.
No menus, no filters, no report builder. Just ask a question the way you’d ask a colleague.
With the Bookkeeping add-on, it reads from the same ledger as your dashboard, statements and P&L, so the figures agree. Tabular answers can be exported to Excel.
HOW IT WORKS
Each chat is saved as a conversation you can return to.
The assistant answers questions and produces lists and summaries. It doesn’t make changes in your workspace.
PRIVATE BY DESIGN
The assistant only sees your own workspace. Your data is never shared with other companies and is not used to train shared AI models.
Explore securityMORE AI TOOLS
Supporting tools that help you understand, plan and keep your data in order.
Choose a date range for a written report on revenue and expenses, client acquisition, proposal conversion and recommendations. Streamed live and saved to history.
Project revenue and key metrics from history, seasonality, trends and pipeline.
SWOT, competitor positioning notes and recommendations.
Tell Bosly your industry, business model, customers and geography so every AI answer is more relevant.
Invoice, client, proposal and financial health in one 0–100 score. Written analysis, a trend line over time and a manual Refresh Score.
76/100
Sample score
Good · Review overdue invoices to improve invoice health.
Snap or upload a receipt or invoice. AI drafts the transaction and suggests the expense account. You review and confirm before it posts.
Draft · Awaiting your review
Illustrative sample data · Fictional companies
PDF, JPEG, PNG, WebP · Up to 10 MB
Explore Document AnalyzerA public business profile page that search engines and AI assistants can read
AI tools are add-ons you can try free for 14 days and switch on or off anytime. See Pricing.
Add-on prices exclude VAT.
AI-generated answers are suggestions to support your decisions, not financial, tax or legal advice. Always review important figures.
A FEW GOOD QUESTIONS
Ask about invoices, outstanding payments, income, VAT, clients, leads, proposals, bookkeeping, tasks and appointments. It produces answers, lists and summaries from your data; it doesn’t send emails or create or edit invoices.
Yes. The assistant looks up your live Bosly workspace data, including invoices, clients, leads and books. The conversation on this page is an illustration using fictional sample data.
No. Your workspace data is not used to train shared AI models and is never shared with other companies.
The AI Assistant is an add-on at €15/mo, excluding VAT, with a 14-day free trial. See Pricing and choose the add-ons that fit your workspace.
CRM, Invoices, Services, Tasks and AI Discovery are included in every plan. Bookkeeping, Proposals, Appointments, Campaigns and the AI tools are add-ons you can switch on whenever you need them.
ONE CONNECTED WORKSPACE
One focused workspace for the work that keeps your business moving.
