AI search (Beta)

AI search finds transactions, bills and work orders from a plain English question. Type it the way you'd ask a coworker.

Examples

• "Home Depot over $500 last month"
• "Uncoded charges for the Gatlinburg cabins"
• "Bills from Palmetto Pool that are not paid"
• "Work orders over $1,000 in September"

AI turns the question into filters you can see and edit, then shows the results. Export any result to CSV.

Search only covers records you already have permission to see.