Institution Max is the assistant built into your workspace. It answers questions using the information available to your account, such as your documents, books, and company records.
What to ask
- Questions about your numbers, like where spending went last month.
- Questions about your documents, like what a statement contains.
- Questions about tax, compliance, and company operations.
Max works inside the scope of your company and your permissions. It only sees what your account is allowed to see.
Where Max also works
Max reads uploaded statements, customer invoices, vendor bills, and payroll reports and turns them into records for you to review. It also suggests bookkeeping categories. See how bookkeeping works.
Important
Max is a tool, not a replacement for a tax or legal professional. For filing decisions and legal questions, confirm with the team.
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