Ask Zawid about your recorded accounts

Start with a precise question

Ask what remains due in a selected account or which recorded items need attention. Choose the relevant period and currency and compare the result with the underlying entries.

Local tools read your records. An answer cannot establish whether cash actually changed hands or whether a bank transfer cleared.

Example 1: check an account balance

Fictional records: one customer owes 500 and has paid 200 in the same currency, with no opening balance or other entries. Ask for that account’s balance. The recorded amount still due is 300.

Open the account or statement to inspect both entries. If the customer says a further payment was made, verify it before saving a new payment. Asking a question does not record a receipt.

Example 2: find items that need a stock check

Fictional stock: an item has 3 recorded units and a low-stock threshold of 5. It qualifies as low stock; an item at zero or below qualifies as out of stock. Ask which items are low in stock to review the recorded alerts.

Count the available units and check pending deliveries before buying more. The alert does not predict a guaranteed date of depletion, and missing stock movements can change the answer.

Example 3: choose accounts to follow up

Ask for the top 5 accounts needing follow-up. The app uses its collection-priority rules and returns eligible accounts, up to the requested number. A missed promise is one reason to inspect an account before contacting its holder.

This is a priority list, not a ranking of customers by the greatest number of overdue days. The collection summary describes current recorded balances and promises; it does not set a weekly collection target or compare each customer’s debt growth across two periods.

Connected wording is optional

Supported calculations run locally. After separate consent, the app can request an online explanation, including for a question already recognized locally. An unfamiliar question can instead offer a sanitized text preview before remote interpretation. A preview is not shown before every online explanation.

Requests go through the Zawid gateway to Gemini with minimized context, rather than your ledger or backup file. Pro does not automatically enable this service, and request limits and connection requirements apply.

Treat generated wording as a draft to review. The assistant is read-only; it does not automatically post a transaction or contact a customer.