360books has AI woven through it — grounded in your real numbers, never invented.
AI CFO
Open ✨ AI CFO from the sidebar or top bar. Ask plain-English questions like:
- "How did we do last month?"
- "Who are my biggest debtors?"
- "Can I afford to hire someone?"
- "What's my VAT going to be?"
It answers from your actual books — pulling the same figures your reports use — and shows a "✓ checked" line so you can see which data it looked at. It won't invent numbers, and it won't give personalised investment advice.
Proactive review
The ✅ Review screen (and the 🔔 bell) is an AI-assisted health check that surfaces what needs attention — overdue invoices, unreconciled transactions, looming SARS deadlines — each with a one-click action.
AI in banking
On the Banking screen, ✨ Suggest with AI categorises leftover bank transactions after your rules run. It only suggests — you review and post. See Banking.
Receipt & statement capture
Upload a PDF bank statement or a receipt and, if the free parser can't read it, 360books offers an opt-in AI extract (a few cents) to pull the transactions or details out — you're always shown the cost first.
What it costs
AI usage is metered per plan. You can see your month-to-date AI usage on Plan & usage, and higher plans get larger AI limits. You can use 360books fully without the AI features if you prefer.
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