Ask Clerked Agent about AP work

Ask read-only questions about accessible AP work and check the records behind each answer.

What Clerked Agent can do

Clerked Agent answers read-only questions about AP records you can access in the current company. It can return a written answer, a list of records, a vendor summary, a chart, or a table. Links in an answer open the supporting Clerked record when that format is available.

It does not edit invoices, approve work, send messages, or export files. Use the owning workspace to take those actions.

Clerked Agent conversation with a question and answer — Ask in ordinary language. Add a company, vendor, invoice, or period when the question needs a narrower scope.

Ask a useful question

State the job. Ask for the records, comparison, trend, or exception you need. For example: “Show invoices waiting for my approval” or “Which vendors have the most invoices this month?”
Add useful limits. Include the period, vendor, invoice, or other visible business value when it matters. Clerked Agent uses your current company and access.
Open the supporting records. Check the linked invoices or ERP records before making a financial or approval decision. A conversational answer helps you find and understand work; the underlying record remains the source for action.
Clarify an incomplete answer. Continue in the same conversation and name what is missing. Start a new conversation when you change to an unrelated question.

If you do not see Home

Clerked Agent appears only when it is enabled for the current company and allowed for your role. Ask an administrator to confirm your company assignment and access.