Using Tario AI: ask, draft, approve and get help
Tario AI answers from your company's real data, prepares documents and records for you to approve, imports files, links payments and guides you through Tario step by step using this help guide.
If you are not signed in, Tario asks you to log in and opens your current company.
Steps
Open the Open Tario AI bubble from any screen or press Ctrl+J (⌘+J on Mac). Expand takes you to the full page (Ask Tario AI in the menu), where you see your Conversations and can use New conversation, Pin to top, Rename or Remove from list.
Ask the way you would ask a person: "How much did I sell this month and how much VAT will I pay?" or "Which invoices are overdue?". While you see Looking at your data…, Tario AI reads your sales, bills, banks, inventory and reports with its tools; it does not make up figures.
Give it work: create invoices, estimates, bills, clients or products, import a file with Attach file (XML, PDF, image or spreadsheet), link a payment to a bank transaction, issue a document or accept a received document.
Anything it writes to your books arrives as an Awaiting approval card with the lines, totals, Warnings and Assumptions. Review it and click Approve or Reject; if it brings several proposals, tick the ones you want and use Approve selected. Nothing is saved, issued or sent to Hacienda without your approval.
Use the other entry points: Generate with AI on list screens (invoices, estimates, bills, purchase orders, clients, vendors, products, contracts, employees); select rows and click Ask Tario AI (:count); or open the assistant from a record, which becomes the context with suggestions such as "Why was it rejected?".
To learn Tario, ask "How do I record a payment?" or similar: it answers with the steps from this guide. The ? button in the top bar (Help for this screen) opens Tario AI with the help for the screen you are on.
To dictate instead of typing, use Dictate with the microphone in the message box. Enter sends and Shift+Enter adds a new line.
Tario AI always replies in the company's language, even if you write in another one. Change it in Settings → Company settings → Localization → Language.
Tips
- Every answer uses AI credits; the credits chip in the top bar shows the balance.
- You can open a teammate's conversation read-only; approving their drafts depends on your permissions.
Common errors
| Code or message | What it means | How to fix it |
|---|---|---|
This company has used up its AI credits. The assistant cannot answer until there is a balance again. | This month's plan credits are used up and there are no purchased credits left. | Use Buy credits in the notice or buy a package in Settings → My subscription; if you do not manage billing, ask whoever does. |
The microphone could not be used. Check the browser permissions. | The browser blocked microphone access or the device has none available. | Allow the microphone for Tario in the browser's site settings and try again. |
Ask Tario AI
Opens the assistant inside Tario with the question typed, ready to send.
Ask Tario AI