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AI Assistant (Ku)

Mar 11, 2026 · 1 views

Ku is your built-in AI assistant that understands your business data. Ask questions, give instructions, and Ku will use the right tools to get things done — from creating journal entries to checking inventory to managing schedules.

Requirements:
  • AI tokens are required for each conversation.
  • The tools available to you depend on your role permissions and which modules are enabled.

Getting Started

  1. Click the AI chat bubble in the bottom-right corner of any page, or go to AI Assistant in the sidebar for the full-page view.
  2. Type your question or instruction in natural language.
  3. Ku will respond, ask clarifying questions if needed, and use tools to take action.
  4. For actions that change data (creating expenses, journal entries, etc.), Ku will show a preview and ask for your confirmation before proceeding.

What Ku Can Do

Ku has access to tools across three domains, based on your permissions:

Accounting

  • Create, search, and void journal entries
  • Record expenses and supplier bill payments
  • Look up account balances and chart of accounts
  • Create suppliers and manage supplier data
  • Pull financial summaries and GL reports

Inventory

  • Check stock levels and product details
  • Create purchase orders
  • Search products and categories
  • View supplier information

HR & Staff

  • Look up employee schedules and attendance
  • View attendance summaries and reports
  • Assign missions and routine tasks
  • Send messages to team members via Telegram
  • Search employee information

Image Understanding

You can attach images to your messages (receipts, invoices, documents). Ku will automatically switch to a vision-capable model to read and process the image content.

Tips

  • Be specific: "Create a journal entry debiting Utilities Expense for 5,000 and crediting Cash" works better than "record an expense".
  • Ku remembers the current conversation, so you can ask follow-up questions.
  • Each "New Chat" starts fresh — previous conversations are not carried over.
  • For bulk receipt processing, the Receipt Processor is faster and uses 30-40x fewer tokens than the chat-based approach.

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