Volo Cash AI answers questions about your organization from inside Volo Cash. It’s in beta.
Who Can Use It
Roles with the AI User permission. Admins and bookkeepers have it by default. An admin can turn it on or off for any role on the Roles page.
The assistant sees only what your role can see. A signer who can’t open the Books won’t get answers from them.
Asking a Question
- Click the sparkle button in the menu bar, next to the help icon, to open your last chat.
- Or press ⌘K (Ctrl+K on Windows), type your question and choose Ask Volo Cash AI. This starts a new chat with your question ready to send.
The panel stays open as you move around Volo Cash. Links in an answer open the page they point to.
Some things to ask:
- How much is left in Hospitality this year?
- What have we paid the DJ in the last two years?
- Make a table of spending by category this fiscal year.
- Why isn’t our recording secretary asked for the minutes approval date?
Reports
Ask for a report and the answer comes back as a table. Use Download CSV under the table to open it in a spreadsheet, or Open full size to see it on its own page.
Past Chats
Click the clock in the panel to see your earlier chats and pick one up again. A question you ask in a chat uses what was said earlier in it.
AI Credits
Each answer uses AI credits, usually 10 to 15. Your plan includes credits every month:
| Plan | AI credits / month |
|---|---|
| Essentials | 500 |
| Standard | 1,250 |
| Premium | 3,000 |
The panel shows how many you’ve used this month, and so does Plan and usage in your organization’s settings. When they run out, the assistant pauses until the 1st. Extra credits are $20 a pack: 500 credits on Essentials, 750 on Standard and 1,500 on Premium. They’re added to your next invoice and kept until you use them. Email us to add some.
Accuracy
AI answers can be wrong. Check the pages an answer links to before you act on it. The assistant can’t change anything in Volo Cash.