AI Features
Intelligent automation for your accounting.
Overview
Slonge Billing uses artificial intelligence to simplify your daily work:
- Automatic Invoice Creation: Create invoices with natural language
- Smart Forecasting: Cash flow predictions
- Proactive Reminders: Never forget important tasks
- Natural Search: Search the way you speak
Permissions
| Role | AI Features |
|---|---|
| Employee | ❌ |
| Accountant | ✅ |
| Administrator | ✅ |
AI Invoice Generator
Create invoices using natural language.
How It Works
- Click AI Invoice on the invoices page
- Enter your request, e.g.:
- "Invoice for Acme Ltd with all unbilled hours"
- "New invoice for Project Website including materials"
- "Collective invoice January for Miller Corp"
- The system automatically finds:
- The matching client
- Unbilled time entries
- Outstanding material costs
- Review and confirm
Examples
| Input | Result |
|---|---|
| "Invoice for Miller" | Finds client "Miller Corp" |
| "All hours Project X" | Collects unbilled time |
| "Invoice with line item 'Consulting 2h'" | Creates manual line item |
Cash Flow Forecast
90-day preview of your liquidity.
Features
- Payment Patterns: Learns when clients typically pay
- Recurring Expenses: Detects monthly costs
- Confidence Band: Shows optimistic/pessimistic scenarios
- Alerts: Notifies of impending shortfalls
Dashboard Widget
The widget shows:
- Current balance
- 30-day preview chart
- Critical warnings (red marked)
Understanding the Forecast
| Indicator | Meaning |
|---|---|
| 🟢 Green Zone | Healthy cash flow |
| 🟡 Yellow Zone | Caution advised |
| 🔴 Red Zone | Liquidity crunch imminent |
Smart Reminders
Proactive business reminders on your dashboard.
Reminder Types
| Type | Description | Priority |
|---|---|---|
| Overdue Invoices | Unpaid invoices past due date | 🔴 High |
| Due Soon | Invoices due within 7 days | 🟡 Medium |
| Unbilled Time | Time entries without invoice | 🟡 Medium |
| Drafts | Old invoice drafts | 🔵 Low |
| Dormant Clients | Clients without activity (reactivation) | 🔵 Low |
| Vendor Bills | Unpaid incoming invoices | 🟡 Medium |
Actions
Each reminder has a direct link to action:
- To Invoice → Opens the relevant invoice
- Bill Now → Starts invoice creation
- Contact → Opens client details
AI Email Drafts
Professional emails for your invoices.
Email Types
| Type | Usage |
|---|---|
| Initial | New invoice to client |
| Reminder | Friendly first reminder |
| Follow-up | Urgent payment request |
| Thank You | After payment received |
Personalization
The AI considers:
- Client Relationship: New vs. long-term client
- Payment History: On-time vs. often late
- Language: German or English
- Tone: Swiss business style
Usage
- Open an invoice
- Click AI Email Draft
- Select the email type
- Customize the draft (optional)
- Send with one click
Anomaly Detection
Detects unusual patterns in your finances.
Detected Anomalies
| Category | Example |
|---|---|
| Expenses | Unusually high costs in a category |
| Vendors | Price increase over 20% |
| New Vendors | First-time payment recipient |
| Payment Behavior | Client suddenly pays later |
| Revenue | Unusual revenue fluctuation |
Severity Levels
- 🔴 High: Immediate attention required
- 🟡 Medium: Should be reviewed
- 🔵 Low: For your information
Dashboard Widget
Shows current anomalies with:
- Category and description
- Deviation from normal value
- Link to affected item
Smart Search
Search in natural language.
Examples
| Search | Finds |
|---|---|
| "All open invoices" | Unpaid invoices |
| "Client Miller" | Clients with "Miller" in name |
| "Overdue invoices this month" | Filtered by date and status |
| "Expenses last month" | Costs in previous month |
| "Project Website" | Projects with "Website" |
Keyboard Shortcuts
- Cmd+K (Mac) or Ctrl+K (Windows): Opens search
- ↑↓: Navigate
- Enter: Open
- Esc: Close
Supported Entities
- Clients
- Projects
- Invoices
- Expenses
- Vendor Bills
Project Estimation
Estimate new projects based on historical data.
Input
- Description: "Website for restaurant with online reservations"
- Complexity: Simple / Medium / Complex
Output
| Metric | Range |
|---|---|
| Estimated Hours | Min – Mid – Max |
| Estimated Cost | Min – Mid – Max |
| Estimated Duration | Days |
| Suggested Hourly Rate | CHF/h |
Breakdown
- Development
- Design
- Quality Assurance
- Project Management
Duplicate Detection
Finds potential double entries.
Checked Areas
| Area | Criteria |
|---|---|
| Invoices | Same client + similar amount + close dates |
| Expenses | Same amount + same date + similar description |
| Vendor Bills | Same vendor + same amount + same date |
Status
- Likely (90%+): Very likely duplicate
- Potential (60%+): Should be reviewed
Usage
- Go to Settings → Data Quality
- Click Check Duplicates
- Review found entries
- Mark as "Not a Duplicate" or delete
Client Insights
Detailed analysis per client.
Metrics
| Metric | Meaning |
|---|---|
| Total Revenue | All paid invoices |
| Payment Behavior | Average payment duration |
| Activity Level | Active / Cooling / Dormant / New |
| Effective Hourly Rate | Revenue / Tracked hours |
Payment Behavior
| Status | Meaning |
|---|---|
| 🟢 Early | Pays before due date |
| 🟢 On-Time | Pays on schedule |
| 🟡 Late | 1-30 days after due date |
| 🔴 Very Late | 30+ days after due date |
AI Recommendations
Based on the data, you receive:
- Action recommendations
- Risk warnings
- Optimization suggestions
Configuration
OpenAI API (Optional)
AI features work without OpenAI too:
- With API: Best results, natural language
- Without API: Keyword matching, templates
Configure in Settings → Integrations → OpenAI.
Privacy
- All data stays in your company (tenant isolation)
- No sensitive data (IBAN, addresses) sent to OpenAI
- Full functionality available offline