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Revizo AI

Revizo AI is your personal assistant that understands the context you are working in. Ask questions, request help, or let the AI navigate you to the right place in the app.

Open the AI assistant​

You can use Revizo AI in two ways:

Smart Panel​

Click the Revizo AI button in the side menu, or right-click anywhere to open Smart Panel. The panel opens as an overlay so you can chat while still seeing the rest of the app.

Dedicated AI page​

Go to Revizo AI in the side menu for a full-screen chat experience with conversation history in the sidebar.

What can you ask about?​

Revizo AI can help you with:

Task management​

  • «Show my tasks» — see your tasks
  • «Which tasks are overdue?» — find tasks that are urgent
  • «Create a task to reconcile the bank account» — create tasks via chat
  • «Mark the task as completed» — change status

Deadlines, legislation and compliance​

  • «When is the next VAT deadline?» — check regulatory deadlines
  • «Show upcoming deadlines» — overview of what is approaching
  • «What does the Bookkeeping Act say about retention?» — look up current statutory text from Lovdata

Revizo AI can look up current laws (Lovdata) and cite the section with a link. This is facts about the statutory text — not legal or accounting advice. Always verify on lovdata.no.

Clients and status​

  • «What is the status for Nordvik Bygg?» — see the status for a client
  • «How many unmatched transactions do we have?» — aggregated overview

Tripletex actions​

  • «Create a voucher on account 1920 for NOK 15,000» — post directly from the chat
  • «Create an invoice to customer Nordvik for 10 hours at NOK 1,500» — create invoices
  • «Show accounts that start with 27» — search the chart of accounts

Read more about Tripletex actions →

  • «Go to the calendar» — the AI navigates you to the right page
  • «Open settings» — quick access without clicking in the menu

Suggested questions​

Revizo AI shows context-based suggestions depending on where you are in the app:

  • On the import page: «How do I import a CSV file?»
  • On reconciliation: «What do unmatched transactions mean?»
  • On the dashboard: «What is the status for my clients?»

Click a suggestion to ask the question without typing.

Conversation history​

Conversations are stored for 90 days so you can go back to previous answers. You find the history in the sidebar on the AI page, and you can delete individual conversations whenever you want.

What does the assistant see, and what can it do?​

Revizo AI only sees data in your organisation, and only what is needed for the question. Actions that send email out of the organisation or save a routine are shown as cards you must confirm. It does not give accounting or legal advice.

Full documentation for users, IT and security: Revizo AI — security and architecture.

Tips​

  • The AI knows your context — ask about things related to the page you are on
  • Use natural language — you do not need technical wording
  • For task-related questions, be specific: «my overdue tasks» gives better answers than «tasks»
  • Tripletex actions via AI — vouchers, invoices, search in invoices/vouchers/postings, bank lines, employees/departments, approval of supplier invoices (trial balance in the UI/reports, not as a list in chat)
  • MCP server for AI agents — connect Claude Desktop, Cursor or other AI agents to Revizo
  • Tasks
  • Deadlines