Meet Ask Alice™, Your Built-in Assistant

Ask Alice™ is the assistant built into CheckSmith.ai™. Ask a question in plain English — "How much is invoice CS-1004 still short?" or "Which transactions are not categorized yet?" — and Alice answers using your own workspace data. She never sees another company's books.

Where to Find Ask Alice™

• Top navigation — the round Alice avatar opens the full chat.
• Guided tours — Alice narrates the Full App Tour, the bank import tour, and the checks tour.
• Onboarding — the Meet Ask Alice™ step suggests starter questions for a brand-new workspace.
• Help and Security pages — section introductions can be played aloud in the voice you choose.

How to Ask a Good Question

1. Open Ask Alice™ from the top navigation.
2. Name the record you mean — an invoice number, a client, an account, or a month.
3. Say what you want: an explanation, a next step, or a total.
4. Follow up in the same conversation; Alice keeps the earlier context.
5. Use a starter prompt if you are not sure where to begin.

Voice and Narration

• Pick the voice persona in Settings, then preview it before saving.
• Turn narration off any time with the Narration pill in the header.
• Audio is cached, so replaying the same step is instant.

What Ask Alice™ Can and Cannot Do

• Can explain a balance, a report line, a reconciliation difference, or a setup step.
• Can draft wording for an invoice note, an email, or a category name.
• Cannot post entries, send payments, or change your books on its own — you always confirm.
• Stays on CheckSmith.ai™ and accounting topics; unrelated prompts are declined.