AI Assistant
Ask your books. In plain words.
Who owes me most? What is below reorder level? Answers from your own records, as you, changing nothing unasked.
- Works today on the demo company
- Live demo sign-in from us, on request
- Your server or MyRecords Cloud
Try a question
Demo answer on sample dataAssistant
Answers use only records you can see
Who owes me the most?
Customers owe you ₹6,04,300, of which ₹3,65,600 is overdue. Shree Lakshmi Hardware, Bengaluru owes the most: ₹2,18,450.
- Customers owe you
- ₹6,04,300
- Overdue
- ₹3,65,600
| Customer | Outstanding | Overdue |
|---|---|---|
| Shree Lakshmi Hardware, Bengaluru | ₹2,18,450 | ₹1,64,200 |
| Malnad Traders, Shivamogga | ₹1,62,900 | ₹1,62,900 |
| Hoysala Paints, Hassan | ₹1,24,600 | ₹38,500 |
| Tunga Electricals, Shivamogga | ₹98,350 | — |
| Total | ₹6,04,300 | ₹3,65,600 |
From 11 unpaid sales invoices · Why this answer?
DoCreate a task to call Malnad Traders tomorrow
I can create this Task:
Proposed change
Create a task
- Task
- Call Malnad Traders
- Due
- 5 Nov 2026
What was profit last month?
Net profit for October 2026 was ₹3,42,180, up 12 % on September’s ₹3,05,520.
- Income
- ₹18,64,000
- Expense
- ₹15,21,820
- Net profit
- ₹3,42,180
- Previous period
- ₹3,05,520
From the profit and loss, 1–31 Oct 2026 · Why this answer?
A scripted demo on a fictional business. In MyRecords, answers come from your own records, as the signed-in person, and nothing changes without your confirmation.
- Built for you
- Customised
- to your requirements, by our team
- Users
- Unlimited
- no per-user fees, on any module
- Runs on
- Your server or MyRecords Cloud
- a dedicated system, in any country
What it fixes
What changes with AI Assistant.
In short
AI Assistant is the AI add-on of MyRecords. Ask "who owes me the most?" or "what was profit last month?" on the Assistant page, or beside any page with Ctrl+J, and it answers from your own records with figures, a chart or a table and links to the records it used. The same add-on puts AI buttons in every app: it reads a supplier bill, a customer's order or a register photo into a draft, and words briefs, follow-ups and summaries from the page's own figures. It works as the signed-in person and saves nothing until a person confirms. On your own server it also needs an AI key.
-
Before: Knowing who owes you means a call to the accountant.
With AI Assistant: Ask “who owes me the most?” and get the total, the overdue part, the ageing chart and the list by customer, from the books.
-
Before: Bills, orders and registers arrive on paper.
With AI Assistant: A photo or PDF of a supplier bill, a customer's order, an indent or an attendance register becomes a draft you check.
-
Before: New staff do not know what a screen is for.
With AI Assistant: “Ask about this page” explains the page, the steps and what to do next, on every page.
-
Before: The worry that an AI will change the books.
With AI Assistant: It cannot by itself. Every change it suggests waits for the person to confirm it on screen.
What it does
What AI Assistant does for you.
Everything here works today on the demo company, except where a tag says it needs your account or works in part.
- 01
Ask about your business
Stock, cash, who owes you, whom you owe, profit and monthly trends. Type, speak or attach a file. Answers show figures, a chart or table, the records used and “Why this answer?”.
Works on the same records as
- 02
Changes only with your yes
In Do mode, describe one change, such as “create a task to call Malnad Traders tomorrow”. It shows the proposed change; Confirm saves it, Cancel drops it, and it expires after 30 minutes.
- 03
Ask about this page
On every page it says what the page is for, the steps, the next step and questions to ask. Ctrl+J opens the assistant beside any page, with that page as the context.
- 04
Read a bill
Drop PDFs or snap a photo. It reads the GST details with a confidence per field, finds the supplier by GSTIN, flags a duplicate bill number and matches an open purchase order. You post it.
- 05
AI buttons in every app
A quotation from a customer's message, a BOM from a parts-list photo, a shelf-photo count, bank lines from a statement PDF, a contract summary, Help me write on a note, Explain my month, Prep me, Catch me up. Each gives a draft or a note you check.
- 06
Starter and saved questions
Cards for cash-flow outlook, sales forecast, who hasn't paid in 60 days and unusual payments. Save your own questions, share them, or have them answered daily or weekly.
- 07
Search by meaning
Search finds customers, items, invoices, orders, leads, tickets, projects and more by meaning, not only by the exact words. The index fills itself as records are saved.
- 08
AI agents
Six starter agents, such as Daily overdue invoices digest and Duplicate bill guard, or one you describe in words. They run on a schedule or when a record is saved, and start switched off for review.
- 09
A budget you set
Every call is metered and logged. Set a monthly budget in rupees and keep features to some roles; each person has an hourly limit, 120 requests by default. A spent budget pauses only the AI, not the rest.
- 10 Once connected
Your key, your provider
Google Gemini, Google Cloud's Vertex AI in the Mumbai region, or any OpenAI-compatible service. Phone numbers, e-mail addresses, PAN and Aadhaar are masked before text leaves your system.
India compliance
For businesses in India, built in.
India is our first fully supported market. Each line says whether it works today, once you connect your account, or in part.
Outside India
Outside India, everything else on this page works the same in your own currency. These lines are extras for businesses in India.
What works in your country- Works today
GST on bills
Bill reading finds the supplier by GSTIN, reads CGST, SGST, IGST and cess with HSN per line, picks the tax template by state and reads the e-invoice QR.
- Works today
HSN from the official list
“Suggest HSN (AI)” proposes only codes from the official HSN and SAC list, for you to pick.
- Works today
Indian digit grouping
Answers in rupees use lakh and crore grouping, such as ₹12,34,567.
- Works today
Key Facts Statement in 12 languages
In Lending, the KFS wording is translated once per language and printed beside English. Borrower names and figures never go to the AI.
- Once connected
Mumbai region
Point the AI add-on at Vertex AI in Google Cloud's Mumbai region, so the processing endpoint is in India.
Try it
See it on the demo company.
In a booked demo, or with a demo sign-in from us, ask the sample company “how many open leads do I have?” or “who owes me the most?”. Or join the pilot programme and ask about your own books.
Reports and roles
What you see, and who sees it.
Reports come ready on day one. Each person sees only the screens and records their role allows.
Reports you get
- Conversations, renamed, copied to a note, posted to a channel or printed
- Saved questions, shared or answered daily or weekly
- Proposed changes: waiting, confirmed, rejected and expired
- Bills read: To read, Draft bill, Posted and Rejected
- AI usage and cost by day, person and model
- AI activity log of every question, and AI agent runs
Who sees what
- Owner
- Ask about anything the owner can see; set the AI key, the monthly budget and who gets each AI feature.
- Accountant
- Ask about the books, read supplier bills into drafts and get Explain my month.
- Sales staff
- Ask about their customers, deals and stock; answers stop at what their role can read.
- Employee
- Ask about their own leave, payslips and tasks, and nothing else.
Before you decide
What works today, and what does not.
Said plainly, so you can plan around it. What comes next is on the roadmap.
Works today13
On the demo company, now.
- Ask about your business
- Changes only with your yes
- Ask about this page
- Read a bill
- AI buttons in every app
- Starter and saved questions
- Search by meaning
- AI agents
- A budget you set
- GST on bills
- HSN from the official list
- Indian digit grouping
- Key Facts Statement in 12 languages
Once you connect2
Built in; needs your own account with the provider.
- Your key, your provider
- Mumbai region
Not in AI Assistant yet
Left out on purpose, or planned.
- Reading a bill without a connection. Bill photos taken offline wait on the phone and are read once they upload.
- A model bundled with MyRecords. It calls an AI service through a key; that can be an OpenAI-compatible model on your own network.
- Call summaries and voice-note transcripts with providers that cannot listen to audio; they need Gemini or Vertex AI.
- AI on the Support home, the ITC register and Search articles. Those pages work without it.
- On a phone
- Works in any phone browser and installs to the home screen; the Assistant is in the bottom bar on a phone, and Ctrl+J opens it beside any page on a keyboard. It needs a connection; only point of sale, the shop floor, attendance check-in, maintenance visits and asset physical checks keep working offline, and bill photos for Read a bill wait on the phone and upload when the network is back.
- Bringing data in
- Bills, orders, receipts, registers, certificates and bank statements as PDF or photo, from your computer or phone camera. In Documents, "Process with AI" sorts loose uploads into bills, receipts, bank statements, ID proofs and contracts. Ask the assistant about a PDF, photo, text or CSV file up to 10 MB.
- Getting data out
- Copy an answer to a note, post it to a chat channel, download it or print it. What it reads becomes ordinary drafts you post and export like any other record.
- Integrations
- On your own server, an AI key: Google Gemini, Google Cloud's Vertex AI or any OpenAI-compatible service. Bills sent on WhatsApp are read once WhatsApp Business is connected; call summaries need call recordings and Gemini or Vertex AI.
- Where it runs
- The AI add-on runs inside your own dedicated system, on your server or on MyRecords Cloud. For each question it sends the AI provider the question and the records needed to answer it, with phone numbers, e-mail addresses, PAN and Aadhaar masked by default; your database stays where it is. Data ownership and exit
Questions
Questions people ask
Something else on your mind?
Ask us anything about modules, a quote or moving across. A person from our team replies.
Ask a question01Can the assistant change my books by itself?
No. It reads as you. Anything it would save or change becomes a proposed change that the same person confirms on screen within 30 minutes. The one exception is yours to choose. If the owner switches on auto-post for Read a bill, a bill that passes every check is posted with its scan. It is off by default.
02Can a staff member use it to see salaries or other people's records?
No. It runs as the signed-in person and uses the same permissions as every screen. If they cannot open a record, the assistant cannot read it for them.
03What goes to the AI provider?
The question, the earlier messages of the conversation and the records needed to answer it, only ones the person may read. Phone numbers, e-mail addresses, PAN and Aadhaar are replaced with placeholders first, unless an administrator switches that off. Every call is logged.
04Who pays for AI usage?
On MyRecords Cloud a monthly AI budget is included when AI Assistant is on; if you need more, we raise it and bill the extra use. On your own server it uses your own AI key or prepaid AI credits bought from us. You set a monthly budget either way.
05Does MyRecords need AI to work?
No. With AI switched off the AI buttons are hidden, or greyed out with the reason, and every page keeps its plain version. Forecasts and the unusual-payment check are statistics and work without AI.
06How do I know an answer is right?
Each answer links to the records it used, and “Why this answer?” shows what it looked up. The “in words” buttons flag any figure that is not on the page. Check figures that matter against the report itself.
07Which AI providers does it work with?
Google Gemini, Google Cloud's Vertex AI (the Mumbai region by default) or any OpenAI-compatible service, including one on your own network. Call summaries and voice-note transcripts need Gemini or Vertex AI, which can listen to audio.
08Does AI help set the system up?
Yes, for administrators. Field from a sentence, Workflow from a sentence and Alert from a sentence draft the change; Match the columns and Import from a photo or PDF help an import; Design from a photo of your old bill drafts a print layout; Fill from a certificate fills company details; Suggest access from the job and Invite people from a staff list help with users. Each shows a proposal you confirm.
09Can conversations stay private?
Yes. An administrator can make each conversation visible only to the person who had it, administrators included, and delete conversations after a set number of days.
Last updated Applies to MyRecords 3 Nov 2026 release
Next step
See it on your own numbers.
A live demo on our sample company, with the modules you would switch on. Or ask us for a quote first.
Live demo
Book a walk-through
- On our sample company, for your kind of work
- A quote for the modules you need
- Your questions, answered by our team