abacova's virtual assistant

Ask in your own words

abacova has an assistant you can ask in plain language, both about your money and about how the app works. It's there on the web and in the phone app.

The most important thing to know is that it only looks. The assistant can look things up and explain them, but it never creates, edits or deletes anything. It can't add a transaction, change an account or apply a rule. When something needs doing, it points you to the right screen and you do it yourself.

Ask about your money

Write the question the way you'd say it. There's no special format to learn:

• Where did my money go last month?
• What did I spend on groceries in July?
• What are my account balances?

Everything on screen in abacova belongs to the organization you currently have selected. If you belong to more than one, check you're in the right one before you ask. Switching organization clears the conversation.

If an answer surprises you, open the screen behind it and check the transactions. That's also the place to correct anything, because the assistant won't change it for you.

Ask how to do something

The assistant knows the app too, so you can use it when you're not sure how something works. Ask it how to create a budget, for example, and it explains the steps and points you to the screen you need.

If the feature you're asking about isn't on your plan, bear in mind that budgets, reports and the portfolio all depend on the plan you're on.

Keep the conversation going

You don't need to repeat yourself. Ask how much you've spent on restaurants this month, then follow up with a simple "and last month?". The assistant remembers what you were talking about.

It remembers within a session

You can close the assistant, go to the screen it pointed you to, come back and ask a follow-up. It still has the earlier exchange.

When the conversation is cleared

To change the subject, start a new conversation from the assistant itself. The conversation also clears when you switch to a different organization or reload the page. It's never stored: nothing you ask is kept after the page closes.

How many questions you have

The assistant has a monthly allowance that depends on your plan. The Free plan includes ten assistant questions a month. When your allowance is used up, the assistant says so and offers an upgrade, rather than failing silently. An organization that supplies its own AI provider, model and API key isn't metered at all, and its AI usage is billed by that provider.

What it isn't

The assistant is for typing questions. There's no voice input: dictation creates transactions and isn't a way of talking to the assistant.

It's also separate from the connector, which lets an outside AI app answer with your figures and, if you allow it, make a few changes. The assistant inside abacova stays read-only.