Pushsilver AI: Ask questions about your invoice data

·2 min read

Pushsilver AI adds a read-only way to explore your company's invoices, payments, clients, and project information.

Start with a question

Pushsilver AI offers a conversational way to read billing information from the current company. Its tools cover questions about invoices, outstanding balances, payments, clients, recurring invoices, and projects.

The first version is deliberately read-only. It does not send or change invoices, issue refunds, or adjust company settings. We wanted a way to understand the records before considering any action on them, not a second control panel that makes changes through conversation.

Pushsilver AI is available on Agency when enabled and set up for your company.

Pushsilver AI with a question about overdue invoices ready to send

Use the answer to decide where to look

Before a weekly billing review, ask which invoices are overdue or ask for a summary of outstanding balances. Then open the relevant records and check the dates, amounts, and context before deciding what to do next.

The assistant is instructed to use company-scoped application data and distinguish retrieved facts from missing information. That is a useful boundary, not a reason to treat every generated answer as accounting advice or skip checking important details.

Start with a narrow question you can verify against an invoice. For a conventional filtered view and a file you can work with outside the app, invoice reports and CSV remain a separate option.