cc:Monet Home - AI Finance Assistant Howto
cc:Monet is an AI-powered finance assistant that streamlines invoice processing, expense claims, and bookkeeping while providing actionable business insights.
View MoreHow to Use cc:Monet Home - AI Finance Assistant
Sign up for an account: Go to the cc:Monet website or download the mobile app. Choose a plan (Starter, Professional, or Custom) and sign up for a free 14-day trial.
Upload invoices and receipts: Use the app or website to scan and upload your invoices, receipts, and other financial documents. The AI will automatically extract and process the information.
Review extracted data: Check the information extracted by the AI for accuracy. The system supports over 50 languages and can handle various document formats.
Categorize expenses: The AI will automatically categorize your expenses. Review and adjust categories if needed.
Submit employee claims: Use the platform to submit and process employee expense claims. The system includes an approval workflow.
Integrate with accounting software: Connect cc:Monet to your QuickBooks or Xero account for seamless data transfer.
Use the AI assistant: Chat with the AI directly via web or app to get quick answers about your financial data. You can also email bookkeeping tasks to a dedicated AI email address.
Analyze business insights: Review the automatically generated reports on expense trends, profit and loss, and other business insights to make informed decisions.
Manage products and vendors: Use the platform to track and manage your product inventory and vendor relationships.
Run payments and forecasts: For Professional and Custom plan users, utilize the payment run and forecast features to manage cash flow.
cc:Monet Home - AI Finance Assistant FAQs
cc:Monet is an AI-powered finance assistant designed to streamline business and financial operations. It handles tasks like invoice scanning, smart categorization, employee claim submission, approval workflows, and integration with accounting software.
Popular Articles
Microsoft Ignite 2024: Unveiling Azure AI Foundry Unlocking The AI Revolution
Nov 21, 2024
10 Amazing AI Tools For Your Business You Won't Believe in 2024
Nov 21, 2024
7 Free AI Tools for Students to Boost Productivity in 2024
Nov 21, 2024
OpenAI Launches ChatGPT Advanced Voice Mode on the Web
Nov 20, 2024
View More