AI and human review
What Chat AI can help answer, what Numonis reviews, and when to talk to a person.
Chat AI helps you query information available in Numonis, but it does not replace your accountant. When a decision requires tax judgement, document review, or professional responsibility, a person should be involved.
Chat AI can help you query information, but important decisions should be reviewed with Numonis.
What it is useful for
You can use Chat AI to:
- Ask about expenses, income, or trends visible in Numonis.
- Find documents, tasks, or recent information.
- Prepare a more specific question for your accountant.
- Understand basic terms or statuses inside the platform.
Important limits
Chat AI depends on the information already available in Numonis. If documents, banking, closings, or reviews are missing, the answer may be incomplete.
Do not use Chat AI as the only source for important tax, legal, employment, or financial decisions.
When to ask for human review
Write through Messages if:
- There is an upcoming filing, tax, or deadline.
- You do not know whether an expense is deductible.
- Amounts do not match.
- You need to correct an issued invoice.
- The AI answer does not match what you expected.
How to ask better questions
Include period, company, amount, customer, supplier, or document when applicable. For example, "Why were May expenses higher than April?" is better than "What is happening with my expenses?".