What Cashfeed AI chat can and cannot do

Where to find it

Chat panel (in-app) → History / New chat

✅ Common tasks

Ask finance questions and get reports

1. Start a new chat or open a previous one from History

2. Ask about invoices, suppliers, transactions, approvals or accounting data

3. Add a supplier, status, amount or date range to narrow the answer

4. Name periods explicitly, like "1 January to 31 March"

5. Attach a PDF, image, CSV or spreadsheet if it's relevant to your question

For bigger questions, chat combines KPIs, a chart and a breakdown into one report card instead of a plain answer.

Look up records and export data

1. Ask for a specific invoice or supplier to get a clickable card

2. Ask chat to compare records, like possible duplicate invoices or unmatched transactions

3. Ask to export results as a CSV or a ZIP of invoice PDFs

If data is already shown in a table, use that table's own Export control instead of asking again.

Approve invoices or get setup guidance

1. Ask chat to approve one or more clearly identified incoming invoices

2. Review the approval card showing invoice numbers, suppliers and amounts

3. Click Approve to confirm, or Cancel to leave invoices unchanged

4. Ask for setup guidance on bank, email, accounting or Peppol connections

5. Follow the linked steps in the checklist to finish setup in Cashfeed

Nothing changes until you click Approve — chat never applies other changes without showing a card first.

🔗 See also

• Cashfeed AI chat

• Understanding credit usage

• Plans and billing tiers

• Requesting and giving approval on an incoming invoice

• Approval rules