AI assistant
Ask your own business manager, in your own words
Gestio connects to the assistant you already use. From there you ask, in plain language, what you'd ask a partner who's holding the books — and, if you tell it to, it updates them too.
How it works, in one line
The connection never touches the database: it goes through the same doors your browser uses. Permissions, checks and the activity log all keep applying, because there is no path around them. The practical consequence is the most important thing on this page: the assistant cannot do more than the person who created the key, and everything it writes carries their name.
Connected in three steps
No software to install, no configuration file to edit.
Create the key
In Gestio: Settings → AI agent → Create the key. It appears once, and the ready-made address appears with it.
Paste the address
Into your assistant's connectors. It contains the key, so it's worth as much as a password: paste it there and you're done.
Try asking
"Which organisation are you reading from?" — if it answers with the name of your studio, you're connected. From there you just talk.
What you actually ask it
These aren't commands to learn: they're the questions you ask yourself on a Monday morning, written the way they come out.
- Who hasn't paid me yet, and for how long?
- Which quotes did I send that nobody ever opened?
- How many hours are left on the Rossi package?
- Log two hours on Acme, checkout development
- How's the month going compared to last year?
- Which projects are overrunning their hours budget?
- How much should I set aside for tax?
- Prepare the invoice with Bianchi's unbilled hours
- What deadlines do I have next week?
- Give me the quarter's hours report as a PDF
Sixty-nine tools, from the lightest to the weightiest
They're grouped not by topic but by the weight of what they do: that's the thing you actually want to know before connecting it — what's left behind once the assistant has answered.
1.Looking things up
Questions and answers: they only look, and leave nothing behind. Most of them are here.
Clients and projects
The client list and everything about one of them in a single answer; the projects, how they're going, which are overrunning, and what happened in the last few days.
Hours
Where the time went: by day, by client, by project. What's still to be invoiced, and whether a timer has been running since this morning.
Hour packs
How many hours are left on each, and who needs warning before they run out.
Invoices and payments
The invoices and one in detail, the overdue ones, what's due soon, the state of collections, the period's figures and the comparison with before.
Quotes
The ones waiting, the ones never opened, the ones about to expire, and how many close.
Tasks and calendar
Things to do, appointments including past periods, internal notes.
Expenses and tax
The period's expenses, the deadlines, and how much to set aside — using the same engine as the Tax page, not an improvised guess.
Previews
What an invoice from hours or from a quote's phases would look like, without issuing anything.
2.Updating
They write into the app, and are put back from the screen in seconds. Always in the log.
Records
Creates and updates clients, opens projects.
Hours and timers
Logs and corrects hours in quarter-hours, starts and stops the timer.
Tasks and milestones
Tasks and milestones, including the ones the client sees in the portal; appointments with the right times.
Notes and expenses
An internal note, which never reaches the client portal; an expense, on a project if you want.
Documents and quotes
Fills in a document's fields and creates a quote — as a draft only: it sends nothing and prints nothing.
3.Issuing and putting on paper
The final actions: here it asks for an explicit confirmation, every time.
Payments
Records a payment against an invoice, and warns if it exceeds what's owed.
Real invoices
Issues an invoice from hours or from an accepted quote's phases. It's created unsent, in your numbering: sending stays something you do.
PDFs on your letterhead
Puts reports and already-composed documents on the letterhead and saves them to Drive. It regenerates; it doesn't invent the content.
What it can't do, on purpose
These aren't missing features: they're the final actions, the ones with no undo. A person does them, looking at the screen.
- It doesn't email your clients
- It doesn't delete anything
- It doesn't change an invoice's status
- It doesn't write a document's content from scratch
- It never leaves the organisation the key belongs to
The key, and how to take it away
An assistant also reads text written by other people — notes, descriptions, messages. That's why the boundary lives in the permissions, not in the model's good manners.
It's worth exactly as much as the person who made it
There's no privileged channel: if you can't see something, neither can the assistant.
The key isn't in the database
Its fingerprint is. If you lose it, it can't be recovered: you make another one.
It expires, and it's revoked
Ninety days unless you choose otherwise, and revoked from Settings: at the next connection the assistant stops.
Everything written leaves a trace
In the activity log, with the person's name and the time. Including what was asked out loud.
Try it with a real client, today
Create the organisation, add a client and send them portal access. It takes five minutes, and you'll know straight away if it's for you.