Fluxe AI is automatically included in an active Business subscription and brings company tasks into one conversation: find an invoice, prepare a document, update a contact or organize files without finding each page. You work with the selected company and the applications you can access; sending uses the company’s active connections.
Describe the desired result in ordinary language. When the activity can be completed in the conversation, Fluxe AI asks only for the missing information. For an activity that must be completed on its own page, you receive the correct action directly, limited to your applications and permissions.
In a long conversation, use Older messages to view previous answers and previews. Return to recent messages takes you back to the latest discussion. Viewing history does not delete messages or change the document you are completing.
You can check the issued invoice directly in the chat preview. Use Zoom in to read details and Reset zoom to fit the whole page into the card again.
You can phrase the same request in several ways: “Help me with the trial balance,” “I want to work on the trial balance,” or “Where can I find the trial balance?” Use the activity name and, when necessary, add the document, partner, period, or amount.
Find company information
Describe what you remember about a document: the company name, an amount, a product, a date, a number, or some text. Fluxe AI searches the title, extracted information, and company document metadata, then displays the document in the chat. If it finds multiple results, you choose the exact document.
You can request all documents containing a business name or tax ID, including purchases, sales, contracts, signed documents and files. Enter the name or tax ID; search covers your account documents and stays within your app access and permissions. Results appear in short pages. Choose Next documents to continue or identify a document, such as “the first”, to view it in chat. If you have since added new documents, repeat the search to include them.
Try: “Find the document containing the premium bicycle and the amount of RON 1,500” or “Which documents do we have with Companie U2 SRL?”.
To check money movements with a partner, ask “Show transactions with Companie U2 SRL from the last three months” or “Have I paid Companie U2 SRL?”. You receive entries from uploaded statements and the cash register, showing the date, beneficiary, description, amount and check status. Without a date range, search uses the entire available history; continue with “What about September?” or “What about receipts?”. Total outflows = sum of bank debits and cash payments found; total inflows = sum of bank credits and cash receipts found. Each currency has separate totals.
When viewing transactions, you can enter an abbreviated business name or one with a minor typo. The assistant shows the name identified in available data and uses the official register name when the business has a tax ID and is found there. If several businesses are possible, choose the exact one; the requested date range and transaction type are preserved. Tax IDs are searched exactly, without correcting digits. Original statement names are not changed.
To organise supplier payments, ask “Who do I owe?” or “Who do I need to pay this month?”. You receive suppliers with outstanding balances and the approved documents making up each balance, showing the number, due date, total, amount paid and amount remaining. Outstanding payable balance = document total − confirmed payments linked to the document. Fully paid invoices do not appear; each currency has a separate total. Without a date range, you see all documents with balances, including those due in the future. The current month also includes arrears from earlier months, and documents without due dates are marked for checking. For another period, selection uses the document’s due date and today’s outstanding balance, not its upload date or historical balance. Continue with “What about September?”.
For money to collect, ask “Who owes me?”, “How much do I have to collect?” or “Who do I need to collect payment from?”. You receive issued invoices from Billing and approved sales invoices from Documents, with separate currency totals. Outstanding receivable balance = invoice total − confirmed receipts linked to the invoice. A receipt that is only prepared does not reduce the balance. Check credit notes and unlinked offsets separately before requesting customer payment.
For a business balance, ask “How much do I owe Companie U2 SRL?” or “How much does Companie U2 SRL owe me?”. The assistant shows the identified business and documents making up the amount. Continue with “When do I need to pay?” or “When do I need to collect payment?” to see due dates. If you ask “How much do I owe?” without a business identified in the current discussion, provide its name or tax ID; if several businesses are possible, choose the exact one. No results does not confirm the absence of other debts outside recorded documents and payments.
A payment order, reservation or approved expense claim without confirmed payment does not remove the debt from the answer. Unmoderated documents are excluded from the total: confirm their details and link payments before treating the list as complete for payment decisions. A credit note does not become a new debt; check offsets separately before paying the balance.
Check the beneficiary and status of every entry before treating payment as confirmed. A match only in the description, a different legal name or a statement needing moderation does not confirm payment to the business you searched for. An invoice and prepared payment order do not prove money was transferred. If there are no results, check the date range and whether you uploaded the statement or recorded the cash transaction.
Billing: from draft to issued document
Pentru a corecta un articol din nomenclator, cere „Arată produsele din nomenclator”, alege articolul și precizează informația nouă. Poți spune direct „Schimbă prețul produsului «Consultanță» din nomenclator la 150 lei”. Prețul din nomenclator este în RON. Verifică articolul și diferențele afișate, apoi confirmă salvarea; „Nu, 175 lei” corectează propunerea, iar Renunță o anulează. Pentru un stoc finit conectat la eMAG, verifică și magazinele către care se va trimite stocul după salvare. Dacă sincronizarea necesită verificare, consultă starea din Seller Central înainte să ceri o nouă trimitere.
Pentru identificare după cod, spune „Caută produsul SKU A100 din nomenclator” sau „Schimbă prețul produsului cu codul SKU A100 din nomenclator la 120 lei”. Codul indicat se caută exact. Pentru eliminare, numește articolul sau alege rezultatul, apoi verifică efectul propus: articolele asociate documentelor ori altor înregistrări sunt scoase din lucru și pot fi restaurate; articolele fără asocieri sunt șterse definitiv. Confirmă numai după verificarea efectului. Pentru restaurare, cere „Arată produsele șterse din nomenclator”, alege articolul și cere „Restaurează articolul selectat”. Restaurarea are propria confirmare și păstrează sursele existente.
Pentru un articol nou, cere „Adaugă serviciul «Consultanță» în nomenclator cu unitatea oră și prețul de 200 lei”. Completează în chat denumirea și prețul lipsă, precum și cota TVA dacă firma este plătitoare. Prețul este în RON; unitatea implicită este buc, iar stocul necompletat este nelimitat. Poți preciza SKU-ul, descrierea și cantitatea în stoc sau poți alege Modifică datele articolului nou pentru celelalte informații. Categoriile, gestiunile și tipurile de articol se aleg dintre opțiunile proprii disponibile. Verifică toate valorile și eventualul avertisment despre o denumire deja folosită. „Nu, prețul este 250 lei” corectează propunerea. Articolul se adaugă numai după Confirmă; Renunță anulează crearea.
Pentru categorii, cere „Arată categoriile din Facturare” sau „Creează categoria «Consultanță» în Facturare cu tipul servicii”. Tipul implicit este Produse. Poți completa culoarea și contul contabil când este disponibil pentru regimul firmei. Alege Modifică datele categoriei sau cere direct „Schimbă culoarea categoriei selectate la «#123456»”. Verifică diferențele și avertismentul pentru o denumire deja folosită, apoi confirmă. La ștergere, verifică dacă efectul este definitiv ori scoatere din lucru cu păstrarea asocierilor. Pentru o categorie scoasă din lucru, cere „Arată categoriile șterse din Facturare”, alege rezultatul și cere restaurarea; aceasta necesită confirmare separată. Renunță anulează propunerea fără salvare.
Pentru a refolosi un document emis, cere „Copiază factura «FAC 0010» într-o ciornă nouă”. Poți indica referința prin „cu referința «Comanda 17»” sau clientul prin „pentru clientul «Atelier U2 SRL»”; când există mai multe surse, alege cardul potrivit. Verifică documentul sursă, partenerul, moneda, datele și toate pozițiile înainte de Confirmă. Copia păstrează datele și valorile istorice, inclusiv reducerile și pozițiile SGR; nu primește automat data curentă. Noua ciornă are un număr provizoriu propriu, recurența oprită și stările de plată și trimitere resetate. Poți corecta sursa înainte de salvare prin „Nu, factura «FAC 0011»”; Renunță anulează propunerea. După copiere poți modifica noua ciornă, iar emiterea necesită o confirmare separată.
Ask to issue the document you need. If you do not specify the template, Fluxe AI asks which document you want, then requests more details or its purpose until it identifies the appropriate template from context. The catalog is not shown automatically; you can narrow the search, for example with “Show templates that begin with the letter A” or “Show contract templates.” Completion begins directly with the first required detail, without an introductory message. For an invoice, you can provide the customer, every line item, quantity, price, and VAT in a single sentence and in any order; Fluxe AI fills in what it recognizes and asks only for missing details.
If you provide only the tax ID of a customer who is not in the catalog, Fluxe checks the company in the official registry and shows the details found before you continue. The issue date is the current day, the default currency is RON, the unit is pcs, and the due date uses the customer term or the default term from Billing. Check these values and the VAT treatment before issuing.
Identify the business by name, regardless of capitalisation or punctuation in its legal form. If it is not in Catalog, the assistant searches the name in the official register available in Fluxe. When several businesses share a name, provide the tax ID or full name, including legal form. Always check the selected business name and tax ID.
After an entry, the assistant shows the accepted value and continues with the missing information. To correct the last entry, write “That is incorrect” or “Change the last entry”, followed by the correct value. Other details are preserved. If your last answer contains several details, specify the field or item to correct. You can also write “ten eggs at ten lei each”; check the quantity, unit price and total in the proposal.
Send the customer and items in separate messages: “Issue an invoice to Companie U2”, then “10 eggs at 1 leu each”. You can also start with items, then specify the customer. If you return to a saved conversation while the request is still available, provide the requested information without retyping details already given. For similar names, choose the exact business from the suggestions. If you name several businesses for one invoice, specify a single customer when asked; products, quantities and prices already given are preserved. If the business name and tax ID do not match, specify the correct customer when asked; items and VAT already given are preserved. A name or tax ID in a product name does not determine the invoice customer: state the recipient separately, for example “to Companie U2”.
Check the unit price and quantity: quantity must be greater than zero, and unit price can be zero or positive, with up to four decimal places. Item subtotal = Quantity × Unit price. For 10 units at 1 leu each, the subtotal is 10 lei. If your business applies VAT and the price excludes it, item VAT = Subtotal × VAT rate ÷ 100, and Item total = Subtotal + VAT. “Price excluding VAT” does not mean a zero VAT rate: also specify the applicable rate.
If you have specified the product and price but need to clarify the quantity for a single item, reply with “10 units”, for example. When the quantity unit has already been specified, reply with just “10”; product, price, customer and VAT are preserved. If the unit is missing or several items have unclear quantities, specify the quantity and unit for each product. Check the proposal before confirming.
If a product name contains wording such as “VAT 9%”, put the name in quotation marks and state the invoice’s applicable rate separately. For example, for the product “VAT 9% sticker”, the percentage remains part of the product name; check the VAT rate in the proposal separately.
Before confirming an invoice proposal, write “Change the quantity to 12”, “The price is 1 leu each”, “Change the customer to Companie U2 SRL” or “Due in 30 days”. To remove a product, write “Remove item 3” or “Delete the screws item”. For several items, specify the item number or product; the invoice must keep at least one item. The subtotal and total are recalculated for remaining items. Check the updated proposal again and use its confirmation; the previous version no longer applies. Confirm business and prepare invoice displays completion directly in chat without issuing or sending.
After the essential details, when asked “Would you like to add any other information?”, choose only the information you need, including RO e-Transport details for eligible documents, or type “nu” (no) to continue.
When completing a contract, name an optional field before finishing other information, for example “I want to fill in support”. If the name matches several fields, choose the exact field from suggestions; entered details are preserved. Then enter the requested value; Fluxe AI keeps it and returns to missing information. If you reopen the conversation, continue from the chosen field. For an optional field you do not want to fill in, write “skip”.
At the end, check the completed document directly in the conversation and choose Save draft, Issue document or Cancel. After the invoice is issued, its preview and actions appear in the same conversation. You can then request a new invoice for another customer or different products; the issued invoice is kept. Cancel discards the proposal without deleting a document already saved. For a correction, write “edit the quantity to 3”; to start again, write “start again from the beginning”. Check stock and receipt effects for the chosen type. A payment document prepared in chat does not transfer money from your bank.
Find unpaid or overdue invoices, customers with outstanding balances and the amount due from a customer. Ask for sales, receipts or the financial position for the desired period and check the indicator and currency displayed.
SPV-eligible documents are issued from chat without automatic submission. After issuance, use Go to Invoicing: the document appears first and is highlighted so you can check and send it manually. You can also email an existing document after checking the recipient, message and attachment. Server acceptance of an email does not prove inbox delivery; uploading to SPV does not mean final tax validation.
Try: “Pregătește o factură pentru Companie U2 SRL, cu două ore de consultanță la 300 lei pe oră” (prepare the specified consulting invoice) or “Arată facturile restante din luna trecută” (show last month's overdue invoices).
Documents: create, check and view reports
Request a contract, quote, leave request, travel order, decision, purchase statement, or administrative document, including a supplier purchase order. After you choose the template, Fluxe AI starts directly with the first required detail and continues only with the missing information.
At the end, check the details completed in chat and choose Save draft or finalise the document, depending on its type. Cancel discards the proposal without deleting an already saved document. Correct a field with a message such as “edit the name to Ion Popescu” and check the changed version before confirming. “Continue” brings back the unsaved proposal or saved document; only “let’s do it again” or “start again from the beginning” restart completion for a new document.
For a month’s documents, ask “What documents do I have in August 2025?” or write “August 2025 documents”. The list includes accessible documents from your account’s apps, including documents awaiting moderation. Check the displayed period and use Next documents to continue; displayed numbers indicate positions on the page, not the month’s total document count.
Cere numărul documentelor din coada de Moderare sau documentele importante, apoi caută și filtrează lista. După ce alegi un document, poți vedea originalul, informațiile extrase, câmpurile care cer verificare și motivul, procentele de încredere, textul brut extras, datele sigure despre fișier și recalcularea pozițiilor ori a TVA-ului.
Provide the correct value when Fluxe AI asks about a problematic field, review the proposal, and confirm saving. Approval and moving to the Trash each require separate confirmation. The original remains retained when corrections are made; for security, the Assistant displays plain text and in-page results rather than technical files or raw responses.
Try: “How many documents are in the Moderation queue?”, “Show important documents to moderate”, “Which fields have issues and why?”, “Show the extracted raw text”, or “Recalculate VAT and items”.
Ask for “reports from Documents”, choose the report and period, then view the chart, totals and results directly in the conversation. For product ranking, write “Show top invoiced products this month”. Change the period using suggestions or write “Last month”; the selected report is retained. For multiple pages, write “Next page” or choose the offered page. Pagination changes only displayed rows without restricting the report chart and totals.
In Top invoiced products, product share (%) = positive invoiced value excluding VAT for the product ÷ total positive invoiced values excluding VAT in the same currency × 100. Values are calculated after credit notes. Products with zero or negative values remain in the report list but are excluded from the chart. Currencies are viewed separately.
Try: “Creează o ofertă pentru Companie U2 SRL” (create an offer for the named company) or “Arată documentele de verificat din luna aceasta” (show this month's documents requiring review).
Archive: organize files and prepare archives
Find files and folders, create a folder or subfolder, rename items, and move the selection to Trash or restore it. Choose the item found and check the change before confirming.
To search the Trash, say “Search the Trash for the Contracts folder”; for active items, “Find the file Contract Nord.pdf”. “Find Nord files including the Trash” includes both active and deleted items. Search uses Archive names. If there are several results, choose one or specify the name more precisely; the requested type and Trash search are preserved when you reopen the conversation. Put a name containing a phrase such as “in the Trash” in quotation marks so it is searched as a name.
To rename, say “Rename the file «Contract Nord.pdf» to «Checked contract.pdf»”. If you do not give a new name, the assistant asks for it separately. “Move the file Contract Nord.pdf to the Trash” prepares moving it to Trash, while “Restore the file Contract Nord.pdf from the Trash” prepares restoration. Check the item and change before confirming; choosing a result does not apply the change. After selecting a file, “Rename it «Checked contract.pdf»” uses that selection. If you requested a folder, moving to Trash or restoring also includes its contents.
Pentru mutare între foldere, spune „Mută fișierul «Contract Nord.pdf» în folderul «Contracte»”. Poți muta și un folder cu tot conținutul lui. Dacă nu indici destinația, asistentul o cere; răspunde cu numele folderului sau alege „Rădăcina Arhivei”. Verifică întreaga cale și numele după mutare: dacă numele există deja, propunerea arată sufixul adăugat automat de Arhivă. Confirmi separat; originalul și legăturile documentelor sincronizate sunt păstrate. O schimbare a elementului ori destinației înainte de confirmare cere o propunere nouă.
For a subfolder, specify the parent folder: “Create the September folder in the Contracts folder”. If several results appear, choose the right parent. “Create the September folder here” uses only the selected folder. Without a requested location, the new folder is prepared in the Archive root; check the name and location before confirming. Put the name in quotation marks if it contains words that could be mistaken for a location.
If the parent folder is not found or you need to specify the destination, reply with just its name, for example “in the Contracts Nord folder”, or “in the root”. The new folder name is preserved when you reopen the conversation. Choose a result from the displayed buttons or enter a more precise name; creation happens only after your confirmation.
Attach files in chat and choose Documents or Archive as the destination. Confirm saving and track processing status. To hand over a set of documents, request a ZIP archive of the selection, folder or period; review its contents before preparing and downloading it.
Try: “Creează folderul Contracte” (create the Contracts folder) or “Pregătește o arhivă cu documentele din august 2026” (prepare an archive of documents for the specified month).
For a ZIP, say “Prepare a ZIP from Archive for this month” or “Create an archive for the «Contracts Nord» folder in Files”. State the source before or after the requested period or folder. If the source is missing, choose Archive or Documents; if the period or name is missing, answer the assistant’s question without repeating your request. Check the proposed files before confirming. The private download link is available for 20 minutes.
Combine a folder with a period: “Prepare a ZIP for the Contracts Nord folder in Archive for this month”. Files added during the requested period are included, including those in subfolders; the folder’s creation date does not determine inclusion. If you choose one or all displayed folders, the same period is preserved. Check the proposed list before confirming.
When several results appear, choose a button or enter the result’s name, for example “Choose the Contracts Nord folder”. Part of the name is enough if it identifies a single displayed result. If the name matches several results, be more precise or choose the right button. For a document or folder not in the results, start a new search; then check the archive contents before confirming.
Calendar: keep documents on the right date
Find documents from a period, read their details and request a Calendar date change. You can accept the date detected from the document after checking it.
Try: “Arată documentele din Calendar de săptămâna trecută” (show last week's Calendar documents), then select the document and specify the date you want.
For a day, ask “What documents do I have in Calendar tomorrow?”. For a change, say “Move the Delivery document in Calendar to tomorrow” or, after selecting it, “Accept the selected document’s detected date”. Check the document, current date and proposed date before confirming; this change does not alter an invoice’s issue date.
If the name matches several documents, choose a displayed result or enter a more precise name. The requested date is preserved. If the date is unclear, reply with an exact day; the selected document is preserved when you reopen the conversation. “Next week” can filter a search, but moving a document requires a specific day.
Clienți: adaugă, actualizează și elimină contacte
Pentru o înregistrare nouă, spune „Adaugă contactul «Ion Popescu» la «Companie U2 SRL»” sau „Creează un client potențial”. Poți cere și un furnizor ori o persoană fizică. Completează numele, adresa și țara când sunt cerute; poți preciza direct emailul, telefonul și celelalte date. Un nume precum „Banca Nord SRL” rămâne numele firmei. Pentru o valoare care seamănă cu o comandă, folosește ghilimele.
Înainte de Confirmă, verifică datele și fiecare schimbare asupra partenerilor existenți: pot fi actualizați, reactivați sau pot avea câmpuri golite. Clientul potențial creează și o poziție în catalogul de parteneri. Statutul comercial, notele interne și controlul TVA se păstrează pentru contacte; nu se salvează pentru furnizori ori persoane fizice. „Nu, telefonul «0712345678»” corectează propunerea, iar Renunță o anulează fără salvare. După creare, corecțiile se referă la înregistrarea nouă și cer o confirmare nouă.
Găsește partenerul după nume sau CUI, verifică profilul și actualizează e-mailul, telefonul, adresa ori persoana de contact. Poți întreba „Care este IBAN-ul clientului «Companie U2 SRL»?”, apoi „Și banca?”. Fișa arată câmpurile native disponibile, inclusiv registrul comerțului și codul clientului; contactele salvate au și statutul comercial, notele interne și datele TVA. Citirea este disponibilă și în modul doar citire. Dacă sunt mai multe firme cu nume asemănătoare, alegi mai întâi firma corectă.
Try: “Schimbă e-mailul clientului Companie U2 SRL în facturi@example.com” (change the customer's email).
Pentru contactele salvate, poți modifica și firma, CUI-ul, registrul comerțului, codul clientului, localitatea, județul, țara, banca, IBAN-urile, statutul comercial și notele interne. Spune „Schimbă statutul clientului «Companie U2 SRL» în client potențial” sau „Actualizează contactul «Companie U2 SRL» cu orașul «Iași» și banca «Banca Nord»”. O căutare „cu CUI” folosește criteriul fiscal cerut. Verifică și sincronizarea partenerilor existenți înainte de Confirmă; Renunță păstrează datele salvate. Datele TVA și verificările fiscale nu se modifică prin acest formular. Partenerii generați oferă numai modificările disponibile în fluxul lor nativ.
Pentru nomenclatorul de clienți din Facturare, precizează aplicația: „În Facturare, schimbă banca clientului «Companie U2 SRL» la «Banca Nord»”. Poți modifica datele firmei, datele de contact, IBAN-ul, contul contabil, termenul de plată, plafonul de credit și agentul ales după nume sau cod. Sunt incluse persoanele fizice, clienții care sunt și furnizori și înregistrările inactive. Adresele de livrare se păstrează; le modifici din fișa clientului.
Verifică fiecare valoare înainte și după schimbare, normalizările și sincronizările afișate înainte de Confirmă. Schimbarea identității fiscale poate invalida verificările VIES salvate; facturile deja emise își păstrează datele. „Nu, banca «Banca Sud»” corectează propunerea, „Și telefonul la «0712345678»” adaugă un câmp, iar „Nu, clientul «Altă companie»” schimbă ținta și cere o confirmare nouă. „Și banca?” citește valoarea salvată și anulează propunerea în așteptare. Renunță păstrează datele salvate. Accesul la Clienți și la Facturare este verificat separat, inclusiv când redeschizi conversația.
To search, say “I want to find customer Companie U2” or “Show supplier Companie U2”. If you requested a change without identifying the contact, reply with their name, tax ID, email or phone; the assistant preserves the requested field and value. If there are several results, choose the correct contact or provide a more precise detail.
După ce ai ales contactul, poți spune „Schimbă telefonul”, apoi introduci valoarea nouă. „Șterge emailul contactului Companie U2” elimină numai e-mailul. Pentru întreaga înregistrare, spune „Șterge contactul salvat «Companie U2 SRL»” sau „Elimină furnizorul «Companie U2 SRL»”. Verifică numele, CUI-ul, emailul și telefonul, apoi toate efectele înainte de Confirmă: contactul salvat se șterge definitiv, iar partenerii manuali pot fi șterși ori arhivați în funcție de asocieri. Previzualizarea arată și adresele eliminate sau legăturile desprinse; facturile, documentele și conturile Fluxe rămân păstrate. Fișele generate din documente pot rămâne în director, iar înregistrările automate nu oferă această eliminare. „Nu, contactul «Altă companie»” schimbă ținta și cere o confirmare nouă; Renunță păstrează înregistrarea.
Notes: keep ideas and receive a reminder
Create, find and read notes, correct their text or delete the confirmed selection. If you start with “Creează o notiță” (Create a note), chat asks for the text and then “Would you like to add a reminder?”. You can add, change or remove the reminder while keeping the note text.
To keep an instruction without applying it, write “Add a note: Invoice 10 eggs at 1 leu each to Companie U2”. If you have already started a note and chat asks for its content, your next message is the note text even if it resembles a command. Check the proposal and confirm saving; mentioning an invoice in a note does not prepare or issue that invoice.
State the date and time in your own words, for example “peste trei zile la cinci după masă” (in three days at five in the afternoon). “Fără 15 minute 4” (quarter to four) can mean 03:45 or 15:45; choose the correct option when the time of day is missing. Check the exact future day and time before saving.
Try: “Adaugă o notiță: sună clientul” (Add a note: call the client), then answer the question about the reminder. When the complete proposal appears, “confirm” saves the note; the word is not added to its text.
Accounting: prepare your operations
Ask in ordinary language about the trial balance, turnover, balances, registers, customers, suppliers, inventory, or other accounting statements, and specify the period when it matters. Fluxe AI answers from the active company’s records, summarizes indicators, and displays a chart when there are at least two comparable values in the same currency or unit. Open the accounting statement from the answer to check the rows and source documents.
Find and read journal entries, create or correct a manual draft, and delete eligible drafts. To close the month, request checking and preparation of the draft through account 121; checking does not post the entry or close the period.
Find a bank transaction and link the confirmed amount to the correct document. You can manage cost and profit centers and their allocations. Linking and allocation help with recordkeeping; they do not make bank payments.
Create, edit, delete or restore eligible records in six catalogs: document types, item and service types, operation types, agents, routes and vehicles. Records that must be retained follow the archiving rules.
Try: “What is the turnover in the trial balance for August 2026?”, “Show the accounting entries for August 2026”, or “Check preparation of the closing entry for August 2026”.
Signing: track existing invitations
Search and review existing invitations, their documents, the recipient, and the deadline. For an active invitation, the account owner can copy the recoverable link and PIN from the chat. After confirmation, you can send or resend the selected invitation or revoke it. Sending an invitation does not mean that the documents have been signed.
Ask to sign a document and identify it by name, number, company, or another detail. After confirming preparation, the complete editor appears in the chat: choose the position in the document, move the signature, adjust its size, and review the signing window before finishing.
For a person’s history, request documents signed by the signatory’s first or last name. Narrow the request to a document type, for example “Show contracts signed by Ion Popescu” or “What invoices has Ion Popescu signed?”. If you did not specify the person, reply with the name when asked in chat; the requested type is preserved. Results come only from the active business’s signed documents you can access. The recipient of an unsigned invitation is not a confirmed signatory.
Try: “Show the invitation link and PIN for Supply contract”, “I want to sign the contract with Companie U2 SRL”, or “Show documents signed by Ion Popescu”.
Companies: public data, risk, and document relationship
Request business details by CUI/CIF tax ID or name. If the name matches several businesses, choose the exact one. When the business is not identified, answer the chat question with its name or CUI/CIF; the request for details, risk analysis or documents is preserved when you reopen the conversation. The response shows available public information, tax status and registered tax obligations without raw technical responses.
Ask “Is company X safe?” or request a risk analysis. Fluxe AI explains the score, estimated probability, influencing factors, and available financial trend. The analysis uses public data and does not represent a guarantee or an automated commercial decision.
For your own company, ask “Show my company details.” You receive the identification, tax, and accounting details, bank accounts, and contacts saved in the account, only in the context of the active company.
Pentru o modificare în profil, scrie de exemplu „Schimbă localitatea firmei în București” sau „Modifică numărul de zecimale al firmei la 4”. Poți actualiza adresa, localitatea, județul, țara, codul poștal, capitalul social, numărul de zecimale, statutul TVA și codul TVA intracomunitar. Dacă omiți valoarea sau ea nu trece verificarea, răspunde la întrebarea din chat; câmpul ales se păstrează și după redeschiderea conversației.
Verifică toate valorile afișate înainte de Confirmă. O schimbare a statutului TVA poate include golirea codului TVA intracomunitar; acest efect apare în propunere. Renunță oprește salvarea. O cerere corectată primește o confirmare nouă, iar dacă datele firmei se schimbă între timp, pregătește din nou propunerea înainte să o confirmi.
Pentru contactele firmei, cere „Arată conturile bancare ale firmei” sau „Arată telefoanele de departament”. „Adaugă un cont bancar” cere IBAN-ul; „Adaugă telefonul Suport cu numărul +40 722 111 222” pregătește un telefon de departament. Poți corecta propunerea înainte de salvare, de exemplu „Nu, moneda EUR”. Numele și datele deja completate se păstrează în conversația salvată.
Pentru IBAN-urile extrase din documente, cere „Arată IBAN-urile propuse din extrase” sau „Arată sugestiile de IBAN din facturile emise”. Sunt propuse numai conturile atribuite firmei, fără IBAN-urile partenerilor din tranzacții și fără conturile deja salvate. Poți consulta o sugestie prin IBAN sau numele băncii, apoi cere „Adaugă sugestia selectată” ori „Adaugă IBAN-ul propus RO49AAAA1B31007593840000”. Verifică banca, moneda, SWIFT-ul, afișarea pe factură și rolul de cont principal înainte să confirmi.
Dacă moneda extrasă nu este acceptată, precizează moneda corectă în chat; celelalte date se păstrează. Corecția se aplică propunerii de cont bancar, fără să rescrie documentul sursă. Dacă sursa se schimbă înainte de confirmare, vezi valorile actualizate și pregătești o nouă propunere; confirmarea veche nu salvează contul.
Pentru editare, spune „Schimbă SWIFT contului bancar Nord în BTRLRO22” sau „Schimbă numărul telefonului Suport în +40 733 111 222”. „Setează contul bancar Sud principal” arată și schimbarea celuilalt cont. „Ascunde contul bancar Nord pe factură” schimbă afișarea lui. Verifică fiecare valoare și confirmă separat. Datele curente pot schimba și prezentarea unor documente deja emise, când le reimprimi.
„Șterge contul bancar Nord” sau „Șterge telefonul Suport” pregătește o ștergere definitivă, cu confirmare. Dacă ștergi contul principal, propunerea arată ce alt cont devine principal. Un cont bancar folosit în contabilitate nu poate fi șters și nu își poate schimba IBAN-ul ori moneda; celelalte câmpuri editabile rămân disponibile. Un IBAN deja salvat este recunoscut fără să înlocuiască datele existente.
Try: “Company details for tax ID 42122488”, “Is Companie U2 SRL safe?”, or “Show my company details”.
Help and quick menus
Când ai nevoie de text mai ușor de citit, cere „Arată setările de aspect”, apoi „Schimbă dimensiunea textului pe mobil la 2” sau „Schimbă dimensiunea textului pe computer la 3”. Valorile sunt între -4 și 4, iar modificarea unui profil păstrează valoarea celuilalt. Verifică propunerea și confirmă salvarea. Poți corecta valoarea înainte de confirmare, de exemplu „Nu, la 4”, sau alege Renunță.
Ask “How do I issue an invoice?” when you need instructions, or request “Search Help” followed by the task. You receive information from published guides and a link to the full article. Asking how to use a feature does not issue, change or delete documents.
Ask “What can I do in Signing?” or “Quick menu for Billing” to see that app’s features. “Show quick menus” presents features available to your account. The menu excludes pages for which your account lacks the required module or permission. If the app or task was not identified, specify it when asked in chat; you can continue after reopening the conversation.
Seller Central: change the price or stock of an eMAG offer
Choose the store and eMAG offer, review its details and request a price or stock change. Compare the current value with the proposed one before confirming, then follow verification of the change in the store. An accepted request may still be awaiting result verification.
Try: “Arată ofertele eMAG” (show eMAG offers), select the offer, then specify the exact value you want to change.
Notifications and Support: resolve current requests
View notifications, read a selected one and archive the confirmed selection. When you need help, you can prepare a ticket with the subject and issue encountered; check its content before sending it to support.
Try: “Arată notificările mele” (show my notifications) or “Creează un tichet despre documentul pe care nu îl pot deschide” (create a ticket about the document I cannot open).
To quickly find an alert, write “Find unread notifications about Document Nord”. Then request “archived only”, keeping the same search. Viewing a notification in chat does not automatically mark it as read. To archive, name the notification or choose a result and check the proposal before confirming. “Archive the displayed notifications” affects only the presented selection, not other account notifications.
Describe the issue directly: “Open a billing ticket: I cannot download the invoice”. If you only write “Open a billing ticket”, the assistant asks for the description and preserves the chosen category when you reopen the conversation. Check the text before sending; only confirmation creates the ticket.
Multiple activities in a single request
For a list of 2–10 distinct activities, Fluxe AI prepares a plan and shows each step's status. For example: “Creează folderul Contracte, apoi creează folderul Oferte” (create the Contracts folder, then the Offers folder).
- Review the plan's order and complete the required information for the first step. Confirm the proposal once all data is correct.
- Choose Continue or type “continuă” (continue) for the next step. Each change has its own confirmation; completed steps are retained when you return to the conversation.
- To stop, choose Cancel plan. The remaining steps stop; operations already completed remain in the account. For a result that needs checking, review its status before making a new request.
Resuming and deleting conversations
Open the AI Assistant conversations list and choose the discussion to continue. New conversation starts a separate topic; the discussion appears in history after the first exchange of messages. History contains your conversations for the active company.
To remove a conversation, choose Delete conversation beside its title and read the confirmation. Deletion is permanent: messages cannot be recovered. Documents already saved or issued remain in their applications; deleting the discussion does not cancel completed operations.
Periods and values in reports
Write “this month”, “25 January” or “January 2026”. The current month follows Romania's date. If you omit the year, the year selected for the financial question is retained; if none was selected, the current year is used. After a financial question, sending a date or month separately changes that question's period. After “What documents do I have this month?”, continue with “What about last month?”. If you change the subject, the previous period is not applied automatically.
For “How much money have I made?”, choose Invoiced sales, Document receipts or Document result. The specified period is retained, including when reopening the conversation. Total sales = sum of issued non-credit invoices' totals − sum of absolute values of issued credit notes, separately for each currency. Pro forma invoices, drafts and receipt documents are excluded from sales.
Document receipts = sum of receipt documents issued in the selected period, separately for each currency. The indicator does not represent all bank movements. Document result in RON = document income − document expenses; receipts are not added again on top of invoices. Ask for documents supporting the amount before using the result.
Ask for accounting items for the product and service catalogue. For journal entries, explicitly ask for journal entries and the period.
You review and confirm the result
Action buttons appear below the response. Only the latest question's options are active; for an earlier choice, make the request again. You can also confirm the displayed proposal with the message “confirm”. Check the company, document, recipient, amounts and dates; a preview or clarification does not mean an operation is complete.
For reports, specify the period: “ultimele 3 luni complete” (last three complete months), “trimestrul II 2026” (second quarter of the specified year), or an exact range. A quarter has 3 months and a half-year has 6 months. For “jumătate de lună” (half a month), clarify whether you mean 15 days or a calendar half-month.
If you resume on another day a step that contained “tomorrow” or another relative deadline and the date would change, the chat asks for the complete instruction with the exact date, including the year. You can retain at most 20 conversations. When a new conversation is saved beyond this limit, the oldest conversation in the history is removed. The number of messages in a conversation has no fixed limit, and messages older than 90 days are deleted automatically. Saved documents remain available in their applications.
Related resources
Practical example
To follow up receivables, write “Which invoices am I still owed by Atelier U2 SRL in September?”. Check the selected company, period and documents in the response. For a new operation, such as preparing an invoice, review the proposal before confirming it.
Frequently asked questions and solutions
The response seems too general. How do I request a precise result?
Specify the desired result, exact partner name, period and currency. For example, ask “list unpaid invoices”, rather than just “tell me about the customer”. If documents are missing, check their approval and availability in the source app.
I do not know whether the confirmed operation finished. Should I request it again?
Read the result and open the named document or page. Find the operation by partner, number and date before repeating it. If the result remains unclear, keep the time and message and request a check through Support to avoid duplication.