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Feature: AI assistant

You have the idea. Claribill writes the document.

Just describe in your own words what you sold. The AI assistant finds the customer, uses your products and prices and creates the quote or invoice. Nothing is sent, booked or chased until you confirm it.

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Features in detail

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Everything in a chat

Invoices, pro formas, quotes, order confirmations, delivery notes, orders, credit notes and recurring invoices – in one simple chat instead of many forms.

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From a sentence to a draft

“Invoice for Müller GmbH, ten hours at 120 euros” is enough: the assistant finds the customer and products, calculates net, tax and gross and creates the draft with a link.

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Convert and follow up

Convert a quote into an invoice, finalize it, record a payment, send a reminder or set up a monthly invoice – all in the same conversation.

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Confirmation before anything leaves the app

Sending, finalizing with an invoice number, payments, reminders and cancellations first appear as a card with all details. Only your click runs them exactly as shown.

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Activity log and history

On the right you always see what the assistant looked up, decided, created or sent – with a link to the document. Conversations can be reopened later.

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Orders as PDF or photo

Attach a customer order and the assistant takes over the items and quantities. The file is stored in the document archive in the “AI assistant” folder.

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Available on every page

Press Ctrl/⌘ + J to open the assistant from any dashboard page. It knows which document you are looking at.

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Included in every plan

AI credits per month: 50 on Free, 300 on Starter, 1,500 on Professional and 5,000 on Enterprise. A simple question costs 1 credit, a change 3.

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Control and privacy

Only the person who held a conversation can see it, and conversations can be deleted at any time. Owners and admins can turn the assistant off for the company. To answer, the required data is sent to Anthropic (Claude).

Try Claribill for free

Create your first invoice in under 5 minutes. No credit card required.

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