Asking River

River answers questions about your business from your own books: income and spending over any period, who owes you and how late, what an account is made of, your federal estimate, excise returns due, deductions like mileage and home office, and more. Open River in the menu and ask in plain English.

Sources

River looks things up rather than guessing. Invoices, customers and accounts it relies on are linked in the answer, and under each answer you can see what it looked at.

Approvals

River can prepare work for you: a draft invoice, categorizing a bank transaction, or a bank rule. These appear as a card with Approve and No thanks. Nothing changes until you approve, and approved invoices stay drafts until you send them. Every approval is recorded in your audit log.

Monthly summary

On the 3rd of each month River emails the owner a short note on the month before: how it went, anything worth a look, and tax dates coming up. Turn it off from the River page.

Limits

Each plan includes a monthly AI allowance. Answers can be wrong; check the linked records before acting on anything important.