Is the AI assistant included in my plan?

The AI assistant is included in the Growth plan. Starter plan users can add it for $25/month with a 3-month free trial.

Can I turn off AI features?

Yes. Go to Settings > AI & Automation to toggle individual AI features on or off.

How does AI payment chasing work?

When an invoice is overdue, the AI sends a polite reminder email to your client. It learns the best time to send based on your client's payment history.

AI Features

Learn about OneBookPlus AI assistant, smart suggestions, and automation.

Articles

Getting Started with the AI Assistant

Learn how to enable and use the OneBookPlus AI assistant to save time on everyday tasks.

How AI Payment Chasing Works

Automatic follow-ups for overdue invoices powered by AI timing and tone.

AI Bank Transaction Categorisation

Automatically categorise imported bank feed transactions using AI pattern matching.

Automating Google Review Requests

Use AI-powered timing to request Google reviews from your happiest clients.