Type in Message Fusion AI… and press Enter (or the send button; Stop generating halts a long answer). When a chat opens it greets you by name and offers suggestion chips built from your live data — 3 overdue invoices, 2 overdue bills, 4 items out of stock, 7 unmatched bank lines, Summarize cash position, Profit & loss this month, Top customers this quarter. Click one to ask it. After each answer, next-step chips suggest a natural follow-up.
Things it can look up and explain:
- balances and totals — what is our cash position?, how much does Acme owe us?;
- any document — invoices, bills, estimates, payments, expenses, journals, bank lines, stock movements, assets, budgets, employees, approvals — with filters in plain words (unpaid invoices over 1,000 due this week);
- the financial reports — P&L for last quarter compared with the previous year, balance sheet as of 30 June, aged receivables — answered as a table with a link to open the full report;
- explanations — why did travel double in March?, which customers pay late?
On any report page, Ask a question opens the assistant with that report already in context.