INFI AI Assistant

INFI isn’t a routed page - it’s a persistent chat widget available app-wide, backed by a set of tools that read real business data and can draft real documents. The design principle behind all of it: INFI proposes, a human confirms. No write action posts to the database without an explicit confirm step, except for a small, explicitly-opted-in set of daily automations (below).

How a write action works

1. You ask INFI to do something (“draft a purchase request for what’s low on stock”).
2. INFI calls a tool that reads real data and builds a description of exactly what it would create - items, quantities, amounts - and stops there. Nothing is written yet.
3. You see that description in the chat as a confirmation card.
4. Only if you click confirm does a separate endpoint (/api/ai-assistant/confirm-action) actually run the write, re-checking that AI features are still enabled for your account at that exact moment.

What INFI can draft

• Purchase Requests from reorder suggestions - the same low-stock data the Dashboard’s Reorder Suggestions widget shows
• Inter-branch stock transfer requests - when one branch is short and another is comfortably stocked
• A/R follow-up messages - drafted from real overdue invoices, never sent without confirmation
• Sales quotations - drafted from a described order, still going through the normal approval routing if one applies to quotations

What INFI finds, without drafting anything

Read-only tools that surface something for a human to judge, not act on automatically:

• 3-way match / duplicate invoice detection - compares an A/P invoice against its GRN and PO, flagging quantity/price mismatches, plus a duplicate-invoice check
• Bank statement matching - suggests matches between imported bank statement lines and outstanding ledger transactions for Bank Reconciliation
• Transaction anomalies - invoice amounts that are statistical outliers for a given customer/supplier
• POS fraud signals - voids/cancels where cash had already been entered on the payment screen before the action, plus cashiers with a repeating pattern of cash shortages at register close (see POS)
• Invoice OCR extraction (/api/ai-assistant/extract-invoice) - reads a scanned/uploaded supplier invoice image and extracts the data to help fill an A/P Invoice or GRN form

Real-time loss-prevention warnings

The POS fraud signal above isn’t only surfaced on request - it’s active in three places at once:

• On the till itself, in the moment: the supervisor sees a warning right in the authorization prompt, before they approve a void or cancel, if cash was already entered
• A notification, visible on any page after login
• A proactive chat message from INFI the next time the relevant person opens the assistant

Automation you have to explicitly turn on

A small number of low-risk, document-only actions can run once a day, unattended, but only if switched on per business under Settings → AI Agent Settings (permission settings.manage):

• Auto-draft Purchase Requests for low-stock items
• Auto-draft inter-branch stock transfers to fix imbalances

Turning one of these off doesn’t remove the capability - it just means that specific action only ever runs when someone explicitly asks in chat. Nothing that sends something to a real third party (an email, an SMS) is ever eligible for unattended automation, regardless of settings.