Where to find it
Organisation → Chat
✅ Common tasks
Start a conversation
Open Chat in the organisation you want to ask about
Pick a suggested prompt card or type your own question
Send it to start a new conversation
Reopen a past conversation in the history to continue it
Start a new chat for a separate topic or context
Conversations are private to you and specific to the organisation you're in — double-check you're in the right one.
Ask data or how-to questions
Ask about invoices, suppliers, transactions, users, purchase orders or accounting data
Mention a period like this month, last quarter or year to date
Ask for comparisons, trends, breakdowns or payment priorities
Review the charts, KPIs and tables in the response
Ask follow-up questions to refine the same request
For setup questions, name the accounting platform or provider you use so the assistant doesn't have to ask.
Approve an invoice or update a supplier prompt
Ask Cashfeed AI to approve a specific incoming invoice or update a supplier's booking prompt
Give the invoice number or supplier name if it can't find the record
Review the summary shown on the confirmation card
Click Approve to confirm, or Cancel to stop
Use the full Invoice approvals workflow for other actions like declining
Nothing changes until you click Approve on the confirmation card — chat only supports these two actions for making changes.