Help · Getting started
Swiftly in SwiftlyBooks
The assistant behind the glowing button: it answers questions about your books and drafts what you ask for.
Ask it
- Press the glowing button at the bottom right of any page.
- Ask in your own words, such as "Who owes us more than 60 days?" or "How do I issue a credit note?".
- Open what it found from the links under its answer.
What it does
- It answers from your own books, in each amount's own currency.
- It drafts reminders and documents for you to check.
- It explains how to do a job, from this manual.
Good to know
- Swiftly drafts; people approve. It never posts, fiscalises or sends anything by itself.
- Each question uses one of your plan's Swiftly credits a month.
- An administrator can switch Swiftly off in Settings.
Related
The same help is in the app: press the ? at the top of any page.