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Accounting & financial reports~4 min · 2 steps

Ask the assistant about your accounts

Ask for account revenue, aged balances, invoice entries or an authenticated journal download.

  1. 1

    Ask a scoped financial question

    Open Ubouk Assistant while working in the correct organization. With accounting permission, ask “Show revenue by account for this quarter” or “Show aged receivables as of September 30, 2026.” Include the period or cutoff so the answer has a clear scope. Review the answer against the corresponding report and accounting basis.

    Screenshot: Ask a scoped financial question. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  2. 2

    Trace an invoice or request a journal file

    Ask “Show the journal entries for invoice INV-2026-0908”, replacing the number with your invoice, or “Export the journal for July 1 through September 30, 2026.” The assistant can return an authenticated download; it does not send the journal to an external accountant. These accounting tools read records. Use the accounting pages for mappings, write-offs, recognition and period changes.

    Screenshot: Trace an invoice or request a journal file. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

Keep going

Accounting & financial reports
Read the sales summary

Understand gross sales, discounts, credits, refunds and net sales by account.

Accounting & financial reports
Read aged receivables

Identify outstanding balances by due date and overdue bucket.

Accounting & financial reports
Export your journal to accounting software

Match accounts and clients, then download generic, QuickBooks or Sage/Acomba journals and export summaries.