The Books coworker
The conversational assistant inside the workspace: what it can answer, what it can do on your behalf, and how it asks before acting.
How-toFor Business owners, Bookkeepers, Firm staff
What it is
The coworker is a conversational assistant that sits in the workspace with access to your books in the current scope. It answers questions and, where you ask it to, carries out operations.
It knows which organization and entity you are in, so questions do not need to be phrased with all the context spelled out.
What to ask it
Questions it handles well:
- "What did we spend on contractors last quarter?"
- "Which invoices are more than sixty days overdue?"
- "Why did travel expense jump in June?"
- "Show me everything coded to account 6420 this year."
- "What is still blocking the July close?"
- "Which vendors are missing a W-9?"
When it does things
The coworker can carry out real operations — drafting an entry, coding transactions, preparing a bill from a document you hand it. When it needs a decision from you, it asks with explicit options rather than choosing on your behalf, and its progress is shown as it works.
The rules it operates under are the same ones everything else follows:
- Approval policy applies. It cannot approve what policy says a person must approve.
- Period locks apply. It cannot post into a closed period.
- Every action is attributed to it in the audit trail.
- It cannot delete or edit posted history, because nothing can.
Common questions
No. It operates within your organization and the scope you are in, under the same access rules as your own account.
See alsoAI and your data
Yes — attach a file in the conversation and ask it to handle it. It runs the same intake and extraction path as any other document.
See alsoDocument intake
Ask it to show the records behind the answer. Most wrong answers turn out to be a question that was ambiguous about period or scope, and seeing the underlying transactions makes that obvious immediately.
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