What Cashfeed AI chat can and cannot do

Where to find it

Open the AI chat area from the chat entry point in the app.

✅ Common tasks

Check chat access

1. Sign in to the correct organisation.

2. Confirm the organisation is on the Accounting Automation plan.

3. Check that chat is enabled for the organisation.

Chat access is tied to the organisation, not just your user account.

Start a new chat

1. Open the chat history menu.

2. Click New chat.

3. Add a title if you want one.

4. Choose the model or provider if prompted.

5. Send your question.

New chats start fresh and do not reuse older context.

Review past chats

1. Open the History menu in the chat header.

2. Select a previous conversation.

3. Check the title and viewer label if you are reading someone else’s chat.

You may see organisation conversations in read-only mode if your access is broader.

🔗 See also

• Incoming invoices

• Suppliers (Companies)

• Transactions page

• Outgoing invoices

• Accounting integrations