The assistant prepares the work. You decide.
Type what you need in plain English. It looks things up, or prepares a draft for you to approve.
What it looks like.
Two examples of the assistant at work, drawn to match the real screen. The figures are made up. Press Confirm or Discard to see what each one does.
Assistant
Asks you before it changes anything.
Example
Record a £45 software subscription, VAT included, paid by credit card.
Looked up: list accounts
I have prepared this expense for you to confirm.
Record an expense
Nothing happens until you confirm.
- Amount (excluding VAT)
- £37.50
- Category
- Software and Subscriptions
- Paid from
- Credit Card
- Date
- 2026-11-11
- VAT reclaimed
- £7.50
Assistant
Asks you before it changes anything.
Example
Draft an invoice for Tansley Hill Bakery: three days of website work at £420 a day.
Looked up: find clients
I have prepared a draft invoice for you to confirm.
Create a draft invoice
Nothing happens until you confirm.
- Client
- Tansley Hill Bakery
- Income account
- Web Development
- Website work x 3 @ £420.00£1,260.00
How it works
-
You type
Ask a question or describe a job, the way you would tell a colleague.
-
It looks up or drafts
Questions are answered from your own books. Jobs come back as a draft card showing exactly what would be created.
-
You approve
Nothing changes until you press Confirm. Press Discard and nothing happens.
Things you can ask
Look something up
- Which invoices are overdue?
- What does this client owe me?
- What did we spend last quarter?
- What is my profit so far this year?
- How much time is unbilled?
Prepare a draft
- Draft an invoice for three hours of consulting.
- Draft an estimate for a website refresh.
- Log 90 minutes on a project for yesterday.
- Record a £42.50 fuel expense, VAT included.
What it will not do
- Send an email or an invoice
- Record or take a payment
- Delete a record
- Change your settings
When a name matches more than one client or project, it is set up to ask which you mean rather than guess.
It works within your own role. The owner can ask anything and prepare invoices, estimates, time and expenses. Staff can look up projects, services and accounts, and prepare time entries and expenses. An accountant login can look things up but cannot prepare changes.
A draft you do not confirm expires after 24 hours. Every change you confirm goes through the same checks as the normal screens and is recorded in the audit log.
Where your words go
The text you type, and the records the assistant looks up to answer you, are sent to Anthropic to produce the answer. Only the owner can switch the assistant off, under Settings. Until it is set up for your account, nobody sees it.
FrogBooks is invite only.
Tell us about your business and we will be in touch.