Known Limitations

• The AI can make arithmetic or categorisation errors — always review created records
• It does not have real-time knowledge of tax law changes or regulatory updates
• Complex multi-step accounting workflows may require manual review
• The AI cannot send emails, process payments externally, or access third-party systems
• Responses may be cut short if you hit your monthly request limit
• Stopping a generation mid-way may leave a task partially completed — check the relevant module

Best Practices

• Verify outputs: After the AI creates or updates a record, open it in the module to confirm accuracy
• Use for drafts: Let the AI draft invoices or journal entries, then review before sending or posting
• Don't rely solely on AI for tax advice: Consult a qualified accountant for tax decisions
• Keep conversations focused: One task per message produces more reliable results
• Report issues: If the AI produces clearly wrong output, use the feedback option or contact support

Data & Privacy

• Your prompts and financial data summaries are processed by OpenAI's API
• OpenAI does not use your data to train their models (enterprise agreement)
• AI conversations are stored securely and can be deleted from the history panel at any time
• Do not include sensitive personal data (SSNs, passwords) in AI prompts