Balancivo · Settings and security
Ask Charis, the Balancivo assistant
Turn on Charis to get quick answers about using Balancivo and general bookkeeping questions, and know what it can and can't see.
Who can do this: Owners turn it on; owners and bookkeepers can ask.
Read the transcript
Charis is an assistant that answers questions about using Balancivo and general bookkeeping. It's off until an owner turns it on, in Settings. Charis can't see your books. When someone asks, Balancivo sends only the question, the last few turns, the page and their role, with private numbers removed. Check Turn Charis on for this organization, and everyone here can ask. Then click Ask Charis, at the bottom right of any page. Ask how to do something in Balancivo, or a general bookkeeping question. Charis answers in plain English and links you to the right screen. Its answers are general information, so check with your CPA before you file anything. Let us know if an answer helped. The panel also shows how many messages your plan has left this month.
Charis is an assistant that answers questions about using Balancivo and general bookkeeping, finance and tax questions, and links you to the screen you need. It's off until an owner turns it on.
Steps
- Go to Settings. Open Charis, the assistant.
- Check Turn Charis on for this organization. Only owners see this switch. Everyone in the organization can then ask.
- Click Ask Charis at the bottom right of any page.
- Type your question and click Ask (or press Enter). For example: "How do I close a month?" or "What's the difference between a fund and a category?"
- Follow a link in the answer to go straight to that screen or Help article.
- Rate the answer. Click Helpful or Not helpful. To tell us more, click Send feedback.
Good to know
- Charis can't see your books: no transactions, accounts, payroll, reports or contacts. It can't change anything or act for you. For questions about your own numbers, it tells you where to look.
- When you ask, Balancivo sends Anthropic's Claude only your question, the last few turns of the conversation, the name of the page you're on and whether you're an owner or a bookkeeper. Anything that looks like a Social Security, EIN, routing, bank or card number is removed first. Anthropic deletes it within 30 days and doesn't use it to train models.
- Balancivo doesn't keep your questions or Charis's answers. It keeps a usage record (who asked, when, on which page, and how long the answer was) to count your plan's messages. Send feedback sends that one question and answer to the Balancivo team, kept for 12 months.
- Answers are general information, not tax, accounting or legal advice for your situation, and they can be wrong. Check with your CPA or tax preparer before you decide or file anything.
- Each plan has a monthly number of messages: 100 on Starter, 300 on Standard, 1,000 on Plus, and 30 during the free trial. The panel shows how many are left. A person can ask up to 20 questions in 10 minutes.
- Anyone can check Turn Charis off for me in Settings. It's then off for them in every organization, whatever the owner chooses.
- Closing the panel keeps the conversation until you switch organizations or sign out.
- Read-only organizations (after a trial ends or a payment fails) can't use Charis.