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Understand your business finances with AI Assistant (Beta)

AI Assistant (Beta) is a chat feature in MYOB Business that lets you ask questions about your business in plain language. It’s currently available to a limited number of MYOB Business Lite, Pro and AccountRight browser customers in Australia.

With AI Assistant, you can:

  • get read-only insights into your income, expenses, cash flow, profit and outstanding invoices using your MYOB data

  • find answers to how-to and support questions about using MYOB Business, without leaving the chat

  • return to a previous conversation using your chat history

  • ask follow-up and multi-part questions in the same conversation.

AI Assistant only reads your data. It can’t make changes to your file, settings or business data.

About the beta

A beta is an early version of a new feature that you can try and give feedback on. Your feedback helps us improve the feature for everyone.

AI Assistant (Beta) is currently available to a select group of MYOB Business Lite, Pro and AccountRight browser customers in Australia while we refine the feature.

If you'd like to be part of the beta before AI Assistant rolls out to everyone, contact us.

Example AI Assistant open in MYOB Business

Using AI Assistant

If you’re part of the beta, you’ll see AI Assistant at the top of the screen in MYOB Business. Click it to start.

Start a new chat

  1. Click AI Assistant at the top of the screen.

  2. Type your question and send it.

  3. To start a new chat, click the New chat icon.

    AI Assistant open with new chat icon highlighted

Continue a previous chat

  1. Open AI Assistant.

  2. Click the Chat history icon.

  3. Click a previous chat to continue it.

Your previous messages stay in the conversation, so AI Assistant can use the earlier context when answering follow-up questions.

Things you can ask AI Assistant

AI Assistant can answer questions about your business finances, how to use MYOB Business and general accounting topics.

What you need help with

Example questions

Your business finances

What was my total income last month?

What are my biggest expenses this month?

How's my cash flow looking?

Using MYOB Business

How do I set up online payments?

How do I fix a payroll overpayment?

How do I invite my accountant to work on my books?

General accounting questions

What's the difference between cash and accrual accounting?

What does gross profit mean?

What is BAS and when do I need to lodge it?

Privacy and security

Your business data stays protected

AI Assistant doesn’t use your business data to train AI models. Your data is processed in Australia, kept within Australian systems and isn’t shared with third parties.

Your MYOB file stays safe

AI Assistant can read information to answer your questions, but it can’t make changes to your MYOB file, settings or business data.

You stay in control

AI Assistant aims to give accurate answers, but it can still make mistakes. Check important information in your MYOB file before acting on it, especially when making financial decisions. You can also speak with a financial advisor.

More about MYOB's approach to AI

Share your feedback

Help us improve AI Assistant! Your input helps us shape what we build next.

Where available, use the feedback icons or pop-ups in MYOB Business to tell us what worked well or what could be better.

For more detailed feedback, contact us.