AI accounting assistant
Ask Koaila to help with accounting documents, company records and reports, or move into the operational form when the task needs direct review.
These guides describe the shared FOR:CEO company engine. FOR:AGENT uses MCP for supported operations; examples involving browser forms refer to the included FOR:CEO human workspace. Check live capabilities and authorization before an agent runs a task.
An assistant connected to your work
Koaila works with the selected company's supported records and tools rather than asking you to copy the books into a disconnected chat. Ask a question about a document, request a report or describe an accounting task. The assistant can help navigate the relevant workflow, with available actions determined by the company, product configuration and your access.
Choose conversation or a structured workspace
Natural language is useful for intent; forms are useful for checking a customer, a tax code or an order line. Supported interactive entity requests can open the appropriate workspace, while document-processing and authorized automation paths handle their own tasks. Reporting questions can lead to a reusable report instead of an unwieldy chat table.
What to know before you start
AI can make mistakes. Review important financial and tax decisions, configure automation deliberately and do not assume every action is reversible or every request is supported.
Practical questions
Does the assistant replace my accountant?
No. It helps execute supported workflows and retrieve information. Professional judgment, tax advice and required approvals remain with your team and advisers.
Do I have to work only through chat?
No. The platform also provides structured operational forms, lists and reports for direct review and day-to-day work.
Continue the workflow
AI invoice and receipt processing
Turn supported invoice, bill and receipt files into an accounting workflow with document extraction, record matching and the original attachment kept with the result.
Structured operational forms
Keep several live operational windows open, work alongside Koaila and move between searchable records, linked documents and workflow controls without losing your place.
Business reporting and analytics
Open standard and company-specific reports for finance, inventory and supported compliance workflows, with company and period context inside the platform.