> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erp.arukz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ask AI: questions about your business in plain words

> Ask ARUKZ ERP about sales, dues, low stock and job work in plain words, read supplier bills into draft bills, and see what needs attention today.

With the AI module on, an **Ask AI** button in the top bar opens an assistant that answers questions about your company in plain words, such as "How much did we invoice last month?" or "Which customers are more than 60 days overdue?". It works out each answer from your own records through a fixed set of read-only lookups, and it can never post, pay, file or change anything.

## What it can look up

| Lookup | Answers questions like | Who gets it |
| - | - | - |
| Sales summary | Posted sales invoices in a period: count, value before tax, tax, total and the top five customers | People who can see customer invoices |
| Receivables | What customers owe today, split by how overdue it is | People who can see customer invoices |
| Payables | What you owe suppliers today, split by how overdue it is | People who can see vendor bills |
| Low stock | Products at or below their reorder level, with the quantity on hand | People who can see products |
| Job work outstanding | Goods still at job workers, with the date each must be back by under GST | People who can see job work challans, when Job work is on |

The assistant only offers a person the lookups their role allows, so a stores clerk cannot ask about receivables. Amounts are in rupees.

## Switch it on

**1. Get the AI module switched on**

Ask ARUKZ support to switch on **AI and insights** for your company. See [Modules](https://docs.erp.arukz.com/admin/modules.md).

**2. An admin agrees to send data to the AI provider**

Open **AI and insights → AI settings** and click **Switch AI on**. The screen says what will be sent: your questions, the figures needed to answer them, and bills you upload. Who agreed, and when, is recorded.

**3. Ask**

Click **Ask AI** in the top bar, type a question and press enter.

> [!NOTE]
>
> Until both switches are on, nothing is sent anywhere. **Switch AI off** stops questions and bill reading at once; records already made stay.

## Read a supplier bill

Under **AI and insights → Bills to review**, **Read a bill** takes a PDF or a photo (JPEG, PNG or WebP, up to 8 MB). The AI reads the supplier name and GSTIN, bill number, bill date, lines and total into a proposal, and plain checks flag what to look at: a field it could not read, a GSTIN in the wrong format, no lines, or lines that do not add up to the total.

A person then reviews the proposal. Approving it creates a **draft** vendor bill and nothing more: posting stays a separate step on the normal Bills screen. The supplier must already exist in your contacts, because a new supplier taken from a document is exactly where a forged bill would slip in.

## Needs attention

**AI and insights → Needs attention** lists what to look at today: overdue receivables, products running out, goods at job workers nearing their return date, and last month's documents that commonly go wrong in a GST return. These are fixed rules, not AI, so they cost nothing and work even with AI switched off.

## Limits

* Each company has a monthly number of AI questions; a question or a bill read counts as one. Allowances per plan, and using your own Claude or ChatGPT key, are described in [AI allowance and your own key](https://docs.erp.arukz.com/ai/allowance-and-own-key.md).
* The assistant answers only from the lookups above. It cannot read every screen, search documents or answer about modules it has no lookup for.
* Answers come from an AI model and can be wrong. Check a figure on its own screen before you act on it.

> [card] [Connect ChatGPT or Claude](https://docs.erp.arukz.com/ai/mcp.md)
>
> Use the same lookups from your own AI app over MCP.

> [card] [Security and data](https://docs.erp.arukz.com/security.md)
>
> What is sent to the AI provider, and when.


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