Ask Max (AI assistant)
Ask Max, and get answers from your own payment data
Max is the AI assistant inside EzeFlow. Ask in plain words, on the website or in the app, and Max looks it up in your payments and slips, answers with links to the records, and can write the answer up as a PDF.
Professional and Enterprise plans, switched on by your administrator ยท see plans
What you get
Plain questions
"What is waiting for my approval?", "What did we pay Kestrel Steelworks in September?", "Who approved this one?" In English or Afrikaans.
Only what you may see
Max looks things up with your own access: your company, your organizations and the records your role may see. It can only read, never change or approve anything.
PDF summaries
Ask for a summary or a list and Max writes it as a PDF document, with tables, ready to download and share.
Links to the records
Answers link to the payments and slips they mention, so you open them with one click.
Saved chats
Chats are saved per person: search them, rename or delete them, or download one as a PDF.
Where you are
Open Max from any page; on a payment it knows which payment you mean. Max is in the Android app too.
How it works
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1
Switch on
An administrator switches on Ask Max under Settings.
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2
Ask
Click Ask Max and type your question, or pick one of the suggested questions.
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3
Use
Open the linked records, or download the answer as a PDF.
Can Max change or approve anything?
No. Max can only read, and only what the person asking may see. Approvals, payments and changes are always done by people.
Where does our data go?
To answer, Max sends your question and the records it looked up to an AI service (Claude, by Anthropic). That is why Max stays off until your administrator switches it on.
Does Max speak Afrikaans?
Yes. Ask in Afrikaans and Max answers in Afrikaans.
Related features
Documents & smart search
Documents sorted and renamed automatically. Search in plain words, English or Afrikaans.
Reports & exports
Turnaround, red flags, vehicles, cards and suppliers. Totals per currency. CSV, PDF and Excel.
Approvals & audit trail
Set how many people must approve. Every step is signed in, timestamped and logged.
See it with your own payments.
Start a 7-day free trial without a card, or look around a demo company with sample data first.