Asking the AI good questions

The AI already knows which page you are on, your organisation’s settings and your business profile, so you can be brief — but a little precision goes a long way.

Habits that help

• Name the period — “this quarter”, “March”, “FY25”. Most vague answers trace back to an ambiguous timeframe.

• Ask follow-ups — it keeps the thread, so drill in: “why is that higher than last year?”, “which transactions make that up?”.

• Use the contextual Ask AI buttons — on reports, GST and health issues they pre-load exactly what you are looking at, so “explain this” just works.

• Ask for the workings — “show me the transactions behind that” turns a summary into something you can verify.

• State your goal, not just the question — “I’m deciding whether to buy a van this year, what’s my position?” gets better help than “what’s my profit?”.

Example prompts worth stealing

• “How is the business doing this financial year, compared to last?”

• “What’s my GST position for the period being filed, and what’s driving it?”

• “Who owes me money right now, and who is most overdue?”

• “Are there any problems with my books I should fix before year-end?”