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.
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