New · Cloud & mobile

Meet your AI assistant

Ask about your business in plain language, and draft quotations and invoices just by describing them. Built into the CraveInvoice web and mobile apps — powered by Anthropic’s Claude.

Ask in plain languageDrafts quotations & invoicesWeb + mobile appCloud only
app.craveinvoice.com
CraveInvoice AI assistant
The assistant is one tap away on every screen.

Running your books shouldn’t mean hunting through menus. The AI assistant understands your actual data — your customers, items, stock and dues — so you can just ask, and get answers or ready-to-review drafts in seconds.

Ask anything

Answers about your business, instantly

No report to open or filter to set — just ask, the way you’d ask a colleague.

  • “Who owes us money?” — outstanding sorted by amount
  • A customer’s open (unpaid) invoices
  • What you owe suppliers, and open bills by supplier
  • Stock and price for any item
  • Find recent invoices or quotations by number or customer
  • Your company, financial year and the next document number
app.craveinvoice.com
AI assistant answering who owes you money
Draft by describing

Draft any document, just by describing it

Say what you need — for example “quote for ABC, 10 units of X” — and the assistant drafts it. It works for quotations, tax invoices, sales orders and proforma, not just quotes. It looks up the customer, items, default tax, rates and the next document number, then hands you a draft to review. If a name matches several customers, it asks which one you mean.

  • Drafts quotations, tax invoices, sales orders and proforma
  • Uses your real customers, items, tax and rates
  • Fill form — drops the draft into the matching screen
  • Save now — save the draft directly, with full validation
Web & mobile

Wherever you work

On the web app, a floating assistant is on every screen and knows where you are, with starter suggestions on your dashboard. On the mobile app, a dedicated Assistant tab gives you formatted replies and quick prompts — who owes us, what we owe, check stock, draft a quotation.

  • Floating assistant on every web screen
  • Dedicated Assistant tab in the mobile app
  • Open a draft on the form, or save it, right from chat
  • This month’s usage is always visible in your account
AI assistant in the CraveInvoice mobile app
Get paid faster

Reminders that chase overdue payments for you

The assistant drafts payment-reminder emails for your overdue invoices — with the right tone for how late they are. It attaches the customer’s statement and gives you a one-tap WhatsApp link, so collecting is a couple of clicks.

  • Drafts reminder emails for overdue invoices
  • Tone adjusts automatically — gentle up to 30 days overdue, firm from 31 to 60 days, and final after 60
  • The customer’s statement PDF is attached by default (untick it if you prefer)
  • One-click WhatsApp (click-to-chat) links
  • Overdue invoices only — no nagging for invoices that aren’t due yet
app.craveinvoice.com/reminders
AI-drafted payment reminder in CraveInvoice
Built to be trustworthy

Smart, but careful with your data

An assistant for your accounts has to be accurate and safe. Here’s how we keep it that way.

Uses your real data

It works from your actual customers, items, tax and figures — it never invents records or numbers.

Only your company

Every answer is scoped to the company and financial year you’re logged into — nothing leaks across accounts.

Never fakes a save

It only tells you something is saved when it genuinely is — and it drafts for your review before anything is recorded.

You stay in control

You decide whether to fill the form or save. Permissions still apply, just like anywhere else in the app.

Powered by Claude

Built on Anthropic’s Claude, one of the leading AI models, for reliable, natural answers.

Private

Your business data is used to answer you — not to train AI models.

Availability & pricing

How to get the AI assistant

Cloud only. The AI assistant is available in the CraveWeb app and the mobile app — it isn’t part of the desktop version.

It’s included with the Professional plan (25 requests a month), and you can add larger packs any time. See the AI Assistant add-ons on the pricing page.

Today the assistant answers questions and drafts sales documents (quotation, invoice, sales order, proforma). It doesn’t edit or delete records, send documents on its own, or draft purchase documents yet — more is on the way. On mobile, tax-invoice drafts aren’t supported yet; use the web app for those.

Common questions

About the AI assistant

Is it included in my plan?
The Professional plan includes 25 AI requests a month. Starter and Pro add-on packs are available for more — see the pricing page.
Can it change or delete my data?
No. It answers questions and prepares drafts for your review. You decide whether to fill the form or save, and it won’t edit or delete existing records.
Is my data private?
Yes. Everything is scoped to your company and financial year, and your business data is used only to answer you — not to train AI models.
Is it available on the desktop version?
No — the AI assistant is a cloud feature, available in the web app and the mobile app.
Which AI powers it?
It’s built on Anthropic’s Claude, one of the leading AI models.

Try the AI assistant free

Sign up for the cloud version and put your accounts to work with AI — no credit card required.