← All features AI chat

Ask your books. Get answers you can act on.

Turn your accounting data into instant answers with a simple question. Explore your numbers, understand what's behind them and even prepare changes — all directly within neoo.

accounting.neoo.ch
AI chat — ask your books anything — neoo

Questions in your words. Answers from your numbers.

Ask neoo anything about your business and get answers directly from your accounting data. Every answer can link straight to the underlying invoices, customers, suppliers or accounts — so you instantly see where the numbers come from.

  • Cash position & liquidity
  • Outstanding customer invoices
  • Spend by supplier
  • Revenue, costs & account movements
  • Comparisons across periods
  • Questions across journal, invoice & bank data
  • Follow-up questions in the same conversation
Read the guide →

From answer to detail in one click.

Don't just get a number. Understand what's behind it.

  • Results as clear tables or short summaries
  • Direct links to underlying transactions
  • Drill down into invoices & accounts
  • Export tables to Excel or PDF
  • Ask follow-up questions without starting over

Ask for the change. You stay in control.

neoo can go beyond answering questions and prepare accounting changes directly from the chat. Before anything changes, it shows you exactly what will be changed and which transactions are affected — you review the proposal and explicitly confirm or discard it. Nothing is changed without your approval.

  • Reassign transactions to another account
  • Change supplier or customer assignments
  • Update projects or departments
  • Adjust dates or due dates
  • Apply changes to multiple transactions at once

Move the April invoices for Bergli Textil AG to 30-day payment terms.

Proposed change 4 invoices
  • RE-2026-0148 · Bergli Textil AG 10.04.2026 30.04.2026
  • RE-2026-0153 · Bergli Textil AG 17.04.2026 07.05.2026
  • RE-2026-0161 · Bergli Textil AG 24.04.2026 14.05.2026
  • RE-2026-0166 · Bergli Textil AG 30.04.2026 20.05.2026
Nothing is changed until you confirm. Discard Apply 4 changes

Ask neoo how neoo works.

The AI chat also knows the neoo manual. Ask how to use a feature, set up a process or find the right setting — and get an answer directly in the chat. No searching through manuals. Just ask.

  • Questions about features & workflows
  • Step-by-step guidance
  • Setup & configuration help
  • Answers based on the neoo manual
  • Direct links to the relevant documentation

Already working in Claude or ChatGPT?

Connect your own AI assistant to neoo through the MCP server. It answers from the same reports and asks for the same confirmation before anything changes.

  • Claude, ChatGPT & other MCP clients
  • One company per connection
  • Access chosen per area
  • Changes only after your written yes
AI assistants & MCP →

Let’s get down to business.

See it.Try it.Make it yours.