Moola Smart Assistant
Your personal accountant. Faster. Smarter. More accurate.
An intelligent tool that automates your invoices and expenses.
It receives invoices, applies policies, sends approvals, and delivers instant reports. All from one place, with zero effort.
What is Moola Smart Assistant?
It’s an AI-powered system built into the Moola platform, designed to turn complex financial operations into automated, precise, and fast tasks; all through a natural, conversational interface.
Automatic Invoice Capture
Receive invoices via chat or email. The assistant extracts data instantly and links it to the right transaction.
Smart Matching
Detects duplicate invoices, assigns them to the right budget, fills in missing details, and lets you add purchase notes.
Automated Approvals
Intelligently applies company policies, routes approval requests through chat, and escalates exceptions when needed.
Budget Tracking
Maps every expense to its assigned budget and shows real-time usage.
Spend Behavior Analytics
Monitors unusual spending patterns and alerts your finance team to unexpected spikes.
Conversational Insights
Just ask: “How much did we spend on travel in June?” or “How can we cut marketing costs?” — and get instant, data-driven answers with visual reports.
Benefits of the Smart Assistant
- Saves up to 300 hours of manual work every month
- Provides 99.9% accuracy in data classification
- Delivers 100% reliable financial reports
- Speeds up decision-making and reduces workload for finance teams
Security First
Moola Smart Assistant operates in a fully encrypted, secure environment and complies with leading standards (PCI DSS).
