Butler Chat

Butler is your AI accounting assistant. Open it from the chat icon in the bottom-right corner of any screen.

What Butler Can Do

Look Up Information (read-only)

• "Show me documents pending approval."
• "What's the status of invoice #1234?"
• "Search for transactions from ABC Corp."
• "Show this month's budget vs. actual."

Suggest & Draft

• "Suggest a journal entry for this receipt."
• "Find candidate transactions for this invoice."
• "Draft an expense claim for ¥3,200 lunch with a client on 2025-03-10."
• "Draft an invoice to ABC Corp for ¥110,000 consulting fees."

Execute Operations (with confirmation)

Butler always asks for confirmation before any state-changing action:

• "Approve the receipt from XYZ Store."
• "Reconcile this transaction with these two invoices."
• "Submit this expense claim."
• "Send invoice #1234 to the client."
• "Export CSV for March in freee format." (returns a download link)
• "Output the Zengin payment file for these invoices." (returns a download link)
• "Notify my tax advisor about the pending invoices."

Analyze Attached Files

Click the 📎 icon to attach a PDF or image. Butler runs OCR via Gemini and posts an analysis (document type, key fields, summary, suggested action) into the chat. You can then ask Butler to act on the analysis.

Confirmation Flow

When Butler proposes an action, you'll see a confirmation card with Yes, execute / Cancel buttons. The action only runs after you click Yes, execute. Cancellation simply replies "Cancelled."

Permissions

Butler Chat is gated by two feature keys:

• ai_chat_basic — required to use chat at all
• ai_chat_accounting — required to execute accounting operations (approve, reconcile, export, notify advisor)

Administrators can override the minimum role for either feature at Master → Permissions.

If you cannot see the chat button, your role does not have ai_chat_basic access. Contact your administrator.

Tax Advisor Escalation

If your company is connected to a tax accounting firm and Butler detects a question that requires a tax-law lookup, it transparently calls the Butler Law backend (with your subscription's domain — tax_law only) to fetch grounded answers. You don't need to do anything special; Butler handles the routing.

Tools Reference

Tool function names use an exec_ prefix internally (exec_approve_document), but the HTTP path uses the bare action name: POST /api/v1/advisor/tools/approve_document.

See API Reference for the full list.