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Ask BMS AI about your firm

Needs setupFor: All staff

Ask in plain English about work and clients.

BMS AI in the sidebar opens a chat about your firm’s work and clients.

The BMS AI page: a note that BMS AI is not connected, example questions, and an Ask BMS AI a question box with an Ask button.
BMS AI, not yet connected.
  1. Type a question, such as “Which work is due this week?” or “Tell me about Acme Corporation”.

  2. Press Ask.

  3. Read the answer. Was this helpful? sends your feedback.

You can also ask about the month’s figures from the money report.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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