Your AI teammate for the whole of IDup. Just ask in plain language — IDup AI searches, creates, books and explains across your entire business, in 27 languages, around the clock.
Every business platform has the same hidden cost: knowing where things are. Which menu holds the report you need, what the customer’s balance is, whether that invoice was paid, where the signed contract went, how to book an unusual receipt. Individually these are small questions. Together they are the reason software gets used at ten per cent of its capability — people stick to the three screens they already know.
IDup AI removes that ceiling. Ask “how much did customer Meier pay us last quarter?”, “create an invoice for the March hours on project Alpha”, “which invoices are more than 30 days overdue?” or “book this receipt” with a photo attached — and it happens. It works across accounting, invoicing, CRM, projects, documents and the inbox, because it sits inside the platform rather than beside it. Every action that changes data is shown to you for confirmation first, so you gain speed without giving up control.
Search customers, invoices, receipts, projects and documents by simply asking — in your own words, in your own language. No menu paths to learn, no filters to build, no exports to assemble an answer.
Add records, draft invoices, create tasks and make changes by describing what you want. Every action is shown for confirmation before it is executed, so nothing happens that you did not approve.
Snap a photo and IDup AI reads vendor, amount, net, VAT rate and date, proposes the right account and books it with the document attached. What used to be an evening of typing becomes a moment on your phone.
Guidance for every part of IDup, plus plain-language answers about your own figures — what changed, why a number moved and which entries are behind it. Help that knows your data, not just the manual.
IDup AI handles the routine work — searching, creating, booking, summarising, drafting — so your attention goes to decisions and customers instead of navigation and data entry.
It is most valuable in the gaps: the ten minutes between meetings when you want to know whether a client is overdue, the evening when receipts pile up, the Monday morning when you need a summary of what happened last week. In each case the alternative is not a better process; it is the task being postponed.
And because it reaches across the whole platform, it connects things a human would have to open four screens to see — a customer’s open invoices, their running project, their last message and the contract that governs both — in one answer.
Every action is shown for confirmation before it happens. No surprises, no silent changes, no discovering next month that something was booked differently than you expected.
IDup AI works only within your permissions. It can see and do exactly what your role allows and nothing more, so an assistant does not become a way around access control.
Everything it does is recorded in the same audit trail as manual work — what was changed, when and on whose confirmation. That is what makes AI usable in a system that holds financial and personal data rather than merely impressive in a demo.
No commands to memorise, no syntax, no training course. Ask in your own words and IDup AI does the rest — and if a request is ambiguous it asks a short clarifying question instead of guessing.
That changes who can use the platform. A colleague who was never going to learn an accounting interface can still find an invoice, check a customer or capture a receipt correctly, because the interface is a sentence.
It also shortens onboarding dramatically. Instead of teaching where everything is, you tell a new team member to ask — and the answer comes with the correct data attached, in their own language.
A general AI can write you a paragraph about invoicing. It cannot tell you whether Meier AG has paid, what your margin was last quarter, or which of your projects is running over budget — because it has never seen your data.
IDup AI is the opposite. It has no opinions about the world and complete access to your business: every booking, invoice, customer, project, document, hour and message, within the limits of your own permissions.
That is why the answers are usable rather than plausible. When it says three invoices are overdue by more than 30 days, it is reading your open items — and it can show you the invoices, draft the reminders and, once you confirm, send them.
IDup AI is one part of IDup, not the whole product — and you don’t pay extra for the rest. The same login gives you accounting with AI receipt capture, invoicing and online payments, tax filing and annual statements, financial reports, a complete CRM with leads, estimates, contracts and projects, a helpdesk, a client portal, employee and payroll management, permissions and multi-tenant workspaces.
It also gives you the rest of the automation layer: an AI chatbot that answers customers on your website day and night, automated workflows that run recurring work for you, a social media agent, marketing campaigns, and a shared inbox that brings WhatsApp, SMS, email and social conversations into one place.
The practical effect is that the assistant has something worth assisting with. Because everything lives in one database, one sentence can cross accounting, sales, projects and communication at once — on desktop and in the mobile app, GDPR-compliant, on secure servers worldwide, in 27 languages.
Sarah J.
Since implementing the AI Assistant, our support response time has dropped by over 70%. It handles thousands of customer queries daily without missing a beat.
Mark T.
We were struggling with after-hours customer inquiries. Now, the AI Assistant works round-the-clock, giving instant answers and even booking appointments for us.
Amina K.
The AI system adapted perfectly to our business needs. We appreciated how customizable it was—from branding to workflows.
Rajeev T.
We’ve been able to cut down payroll errors by almost 90% since switching to this system. The reports are detailed and help with our compliance and audits. Highly recommended.
IDup unifies accounting, invoicing and payments, AI receipt capture, tax filing, annual statements and financial reports with a full CRM — leads, estimates and contracts, projects, tickets, calendar and a client portal. On top of that sit IDup AI, an AI chatbot, automation and a social media agent, a shared inbox for WhatsApp, SMS, email and social, marketing campaigns, employee and payroll management, permissions, multi-tenant workspaces, a document vault, cloud access and a mobile app for iOS and Android.
IDup AI works across all of it, because it lives inside the same platform and the same database — not as a separate chatbot that only knows a help centre.
Find things (customers, invoices, receipts, documents, projects), answer questions about your own figures, create and update records, draft invoices and messages, book receipts from a photo, summarise a customer or a period, and explain any part of the platform.
It is deliberately not a black box: for anything that changes data it shows you what it is about to do and waits for your confirmation. You get the speed of delegation with the certainty of doing it yourself.
No. Every data-changing action requires your explicit confirmation, and everything that is executed is recorded in the audit trail with a timestamp.
IDup AI also operates strictly within your permissions — it cannot show or change anything your own role could not. An assistant never becomes a bypass around access control.
IDup is available in 27 languages and IDup AI answers in the language you write in. Ask in German and get German; ask in Portuguese and get Portuguese — about the same underlying data.
That matters most for mixed teams. Everyone works in their own language on the same records, without a translation step and without a second version of the truth.
No. Your business data stays your business data. IDup is GDPR-compliant, hosted on secure, GDPR-compliant servers worldwide, with encryption in transit and at rest, and access governed by your roles and permissions.
Every AI action is logged like any other action in the platform, so you can always see what was done with which data and on whose confirmation.
No — that is largely the point. IDup AI is the fastest way into a business platform for someone who has never used one, because the interface is a plain sentence in your own language.
It also explains what it is doing. Ask why an entry was booked to a particular account or what a figure in a report means, and you get an answer in one sentence instead of a link to documentation.
Yes. Photograph a receipt or forward a PDF and IDup AI reads the vendor, amount, net, VAT rate and date, proposes the correct account and books it with the document attached to the entry.
The same applies to incoming post and supplier invoices through the digital mailbox. Anything the AI is not sure about is flagged for you rather than guessed, so you review exceptions instead of everything.
There is nothing to set up. IDup AI is part of the platform from the first login — open it and ask your first question.
Most people use it within the first hour without reading anything, which is the honest test of whether an assistant is useful or just present.
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