What the AI assistant can do

The assistant answers with your company's data and your user's permissions. It sees what you see on screen, no more and no less. Open it from Assistant, at the top of the menu.

Ask

1. Go to Assistant.
2. Type your question and press Enter. Shift+Enter adds a line break.
3. While it works, the screen shows which specialist is busy and on what, for example "Accounting · Trial balance…".
4. Under the answer you get follow-up questions, such as "Compare it with last month" or "Give it to me in Excel".

New conversation starts fresh. Your earlier conversations stay in the conversation list and you can delete them.

You can also reach the assistant from search (Ctrl+K): type your question and pick Ask the assistant. On journal entries, accounting reports, documents and the stock audit, the Ask the assistant button opens the conversation with that screen's context.

Examples

The assistant hands the work to specialists by module. You only see and use the ones for modules you can access.

An administrator can add Frequent questions that show when the assistant opens, to ask with one click.

Files

When you ask for something "in Excel" or "as PDF", the assistant makes the file and shows it as a Download button in the conversation. Accounting reports come out with the same layout as Accounting › Reports, and documents with your company's print layout.

Files are available for 24 hours and only you can download them. After that, ask for them again.

Actions: nothing runs without your confirmation

The assistant can prepare these actions:

• Draft document: quotation, sales order, purchase request or purchase order. It stays as a draft, without a number.
• Draft journal entry: it goes into a batch of Journal vouchers, not posted.
• Email document, with its PDF and, if stamped, its XML.
• Send account statement to the customer.
• CRM activity: log an activity or schedule a follow-up on a deal.
• Planned production order.
• Create next fiscal year with its periods.

Each one shows as a card with what will happen. Nothing has been done yet: review it and click Confirm or Cancel. On confirm, Nori runs it with the same rules as the screens (permissions, approvals, closed periods). If the data changed since the proposal, it doesn't run and asks you to request it again. Proposals expire after 24 hours.

The assistant doesn't cancel, delete, post invoices or record payments. Emails only go to the partner's addresses and yours. What it does is logged and marked "via assistant".

Why: figures and drafts come from your data, but the model can misread what you ask. That's why it proposes and you decide.

Permissions

• Use the AI assistant lets you open the assistant.
• Each specialist only shows if your role has permissions in its module. Accounting also needs accounting turned on. Payroll data is only shown to people with payroll permission.
• Configure the assistant lets you change its settings and see its usage. See How to connect your company's Anthropic account.

If you don't see…

• Assistant in the menu: your role lacks the Use the AI assistant permission.
• "The assistant is turned off for this company": an administrator must check Assistant enabled in Administration › Integrations › Assistant settings.
• "The assistant has no API key configured" or "The assistant API key isn't valid": the company's Anthropic account isn't connected yet, or the key was revoked.
• "The company reached its monthly AI budget": the administrator can raise the budget.
• "You reached your daily assistant usage limit": wait until tomorrow or ask for a higher per-user limit.
• No answer about a module: you don't have permissions in that module. Ask your administrator for access.
• "In the demo the assistant does not run actions": in the demo company it only answers questions.