Atlas
Atlas, your organization's assistant
Ask about your invoices, your third parties or your cash position: Atlas reads your organization's data and answers, sources included. It also prepares drafts — never a final entry.
Updated on August 14, 2026
What Atlas changes day to day
Atlas is not a search engine bolted onto your documents: it queries your actual data, at the moment you ask.
- A figure rather than a screen: "what is my customer outstanding?" beats a list you have to filter yourself.
- Every answer shows what Atlas consulted. A figure whose source is unknown is a figure nobody acts on.
- It prepares draft invoices, third parties or receipts for you to review before going further.
- It points at the screen concerned: you check and finish the work where the work happens.
What Atlas can see
Atlas works on one organization at a time, and only with your own rights.
- The active organization's data. For an accounting firm, the selected client's — and nothing else.
- Your permissions, not the organization's. With no access to invoices, no invoice tool is offered to it.
- The modules you subscribe to. Advanced analysis requires the Analytics module.
- Your conversations are yours: a colleague in the same organization does not see them.
The rule that never moves
Atlas prepares, you decide. Issuing an invoice, recording it, sending it, marking a payment, reconciling a bank line or deleting anything is out of its reach — those actions simply do not exist among its tools.
Atlas reads your data live, but it is still a language model: it can get a calculation wrong, add up the wrong period or misread a label. Treat its answers as a draft to review, never as a certified figure.
Note
Go further
Five pages covering the day-to-day use of Atlas.
Conversations
Open a thread, follow a reply in progress, stop it, find your history and know how long it is kept.
Read the pageWhat Atlas can do
The areas it consults, examples of questions that work, and the list of what it will never do.
Read the pageDrafts and review
What Atlas can create, how to review it, and the two actions that explicitly ask for your approval.
Read the pageSharing a document
Attach a vault document or a file from your device so Atlas can read it.
Read the pageCredit and availability
The monthly Atlas credit, how it rolls over, what happens when it runs out and where to track usage.
Read the page