AI Features
Learn about OneBookPlus AI assistant, smart suggestions, and automation.
Articles
Getting Started with the AI Companion
Learn how to enable and use the OneBookPlus AI assistant to save time on everyday tasks.
How AI Payment Chasing Works
Automatic follow-ups for overdue invoices powered by AI timing and tone.
AI Bank Transaction Categorisation
Automatically categorise imported bank transactions using AI pattern matching.
Automating Google Review Requests
Use AI-powered timing to request Google reviews from your happiest clients.
Frequently asked questions
The AI Companion is included on the Growth plan. On Starter and Plus you can add it with a 14-day free trial, and the current price is shown on the AI Companion app page in the App Marketplace.
Yes. Go to AI Companion in the sidebar, then Settings, and switch each one off under Features. There is no master switch: a feature that is off never runs and never sends anything.
When an invoice is overdue, the AI sends a polite reminder email to your client. It learns the best time to send based on your client's payment history.
Related help categories
Looking for what it does rather than how to use it? The OneBookPlus AI companion.