A practical walkthrough
Ask Zawid about your recorded accounts
Ask focused questions, review the figures and distinguish local results from optional connected AI.
English guide reviewed . Button wording can vary by app language and version.
Before you begin
The assistant works from available records and cannot confirm unrecorded cash or bank transfers.
Follow these steps
Open Ask Zawid
Open the assistant and choose a suggested question or type a focused question about a period or account.
Review local results
Read the amounts, currency and date range. Open the source account or report before acting on a result.
Review connected consent
Connected AI requires separate consent and a connection. After consent, even a locally recognized question may receive an optional online explanation based on limited summary signals. If a question needs online interpretation, review its sanitized text before sending it.
Keep control of changes
Treat an explanation as a reading aid. Record or correct transactions yourself after checking the original evidence.
A worked example
Ask which recorded accounts need follow-up, then check the collection center and recent payments before contacting anyone. For a period-based question, review this week's net ledger movement separately from any treasury cash figure. Ledger movement includes new debts and is not the cash balance, a forecast or a weekly collection target.
Avoid common mistakes
- Connected requests have service limits; Pro does not promise unlimited AI.
- Do not include passwords, full card details or unnecessary personal information in a question.