AI Copilot Chat
Ask billing questions in natural language and get instant answers from your financial data.
Ask Your Billing Data Anything
The new AI Copilot Chat lets you query your billing, invoicing, and revenue data using natural language. No more digging through dashboards — just ask.
What's New
- Natural language queries — Ask "What's our MRR this month?" or "Show me overdue invoices for Acme Corp" and get instant answers
- Context-aware follow-ups — The copilot remembers your conversation, so you can drill down without repeating yourself
- Data visualizations — Responses include inline charts and tables when relevant
- Export to CSV — Any result can be exported with one click
How It Works
The copilot connects to your billing data across Stripe, QuickBooks, and Xero. It understands your contracts, invoices, payments, and customer relationships — giving you answers grounded in real data, not approximations.