AI Assistant Overview
Learn about AI-powered features in prorganizer.space
AI features in prorganizer.space
The AI assistant automates document processing, categorizes bills, and provides instant answers to compliance questions.
Document extraction
Upload documents and let AI extract the data automatically:
- Invoice extraction: Scan vendor invoices to auto-fill bill entries with vendor details, line items, HSN/SAC codes, and GST breakdown.
- Receipt extraction: Process receipts for expense tracking.
- Payment extraction: Parse bank statements to identify payments.
- Batch extraction: Process multiple documents at once. Upload several files and AI queues, extracts, and tracks progress for each item individually.
- Additional charges extraction: Automatically captures processing fees, freight, and packing charges from invoices.
Compliance assistant
Get instant answers to your compliance questions:
- GST filing requirements and deadlines
- TDS rates and applicability
- Export compliance (FEMA, SOFTEX, e-FIRC)
- Payroll regulations (PF, ESI, PT)
Bill categorization
AI analyzes your bills and suggests:
- Appropriate expense accounts from your Chart of Accounts
- Complete journal entries with GST handling, including mixed GST rate scenarios (e.g., items at 5%, 12%, and 18% within the same bill)
- Multi-TDS support for bills with multiple TDS sections and rates
- New account suggestions when needed
Upload credits
AI features use an upload credit system:
- Each document extraction consumes one upload credit.
- You can check your remaining quota from the AI settings page.
- Owners can manage credit allocation for team members.
Access requirements
- Owners: Automatic access to all AI features
- Team members: Require access grant from owner (30-day duration)
See the AI Access Guide for details on managing access.
Getting started
- Ensure you have AI access (owners have it automatically).
- Look for the "AI" buttons in the bill entry and document upload screens.
- Review AI suggestions before accepting.
- Use the AI Assistant chat for compliance questions.