Instruct the AI assistant to create actual documents in your FlowAccount by typing in plain, everyday language. The system will show you a preview to review first, and will only create the actual document once you confirm.
Can the assistant create documents on its own without asking?
No. Every document-creation command works in 2 steps.
Step 1. Preview — shows every line item along with a summary table, plus questions that require your confirmation.
Step 2. Document creation — happens only after you’ve fully answered the questions in Step 1 and clicked confirm or approve.
The preview requires you to confirm at least 4 things:
- The type of document to be created
- The VAT calculation base — whether the stated prices are tax-inclusive or tax-exclusive
- How VAT and discounts are displayed (itemized per line or summarized at the end of the document)
- Whether a new contact or product needs to be created
What documents can it create?
| Document | Example command |
|---|---|
| Tax Invoice | “Create a tax invoice for ABC Company, service fee 20,000 baht, 30-day credit” |
| Tax Invoice/Receipt (Cash Sale) | “Issue a cash sale document for a walk-in customer, food and beverage total 5,000 baht” |
| Expense | “Record an electricity expense paid to Metropolitan Electricity Authority, 1,500 baht” |
| Journal Entry | “Record a general journal entry: debit cash on hand 5,000, credit advance payment 5,000” |
Can it issue documents in foreign currency?
Yes, but the document will always be issued in Thai baht — the system automatically selects the exchange rate (based on the Bank of Thailand’s rate). During the preview step, the exchange rate used and the converted baht amount will be shown for you to check before confirming.
Condition: This function only works if your company has already enabled the Multi-currency feature.
How do I get started? What do I need?
You need document-creation permission for that company in FlowAccount, and the AI Connector.
What are the limitations?
| Limitation | Details |
|---|---|
| Editing existing documents | Not yet supported via AI — can be edited on the FlowAccount website |
| Deleting/voiding documents | Not yet supported via AI — can be deleted or voided on the FlowAccount website |
| Creating a single contact or product on its own | Contacts or products are only created automatically as part of creating a document (if they don’t already exist in the system) |
| Creating quotations, billing notes, receipts, credit notes, debit notes, purchase orders, or goods receipts | Currently can be read, but not created |
| Partial payments / installment payments | Not yet supported |
| Emailing documents, bank reconciliation, payroll, stock adjustments | Not yet supported |
| Switching companies | Disconnect, then Connect again |
Basic troubleshooting
Can’t connect
First check that you’re logged in with the correct FlowAccount user account and company. If you still can’t connect, try disconnecting and reconnecting via Settings > Connectors.
Numbers look incorrect
First check the data in the FlowAccount system. If you find a discrepancy, you can contact our support team for help via: Support (LiveChat, support@flowaccount.com, or 02-026-8989)
