Ask is a conversational AI assistant available in the Procountor. It helps you explore and understand your sales data more efficiently. You can simply ask questions like:
“Who are my best customers in 2025?”
“What are the top-selling products this year?”
…and receive clear answers instantly.
Ask will be released in the Procountor on October 18, 2025.
Ask is available to users who have activated the renewed Procountor interface.
How to open Ask
The Ask AI assistant is activated when you open the Sales Reporting view (Reporting > Sales Reporting) for the first time after the Ask AI release on October 18, 2025. A pop-up window will appear in the view, informing you that Ask is now available. You can close the window by clicking the Close button.
Ask knob appears as a floating action button (FAB) in the right hand side of Sales reporting view.
By default Ask AI setting is enabled under Basics > Personal information and settings. You can disable it if needed. If the setting is disabled, Ask becomes unavailable in the Sales reporting view.
What can you ask Ask?
You can ask Ask any questions related to your sales data, using the following variables: customers, products, and time periods.
In practice, Ask can provide the same insights as the existing sales report—without needing to manually configure filters or report formats. Instead, you just send a single message.
You can ask questions conversationally in any language, and receive answers in the same language.
Example questions:
Compare total sales of the top 10 customers over the past 3 months.
Are there customers whose purchases have decreased this year compared to the same period last year?
What products did I sell to my largest customer last year?
You can also structure your requests with multiple criteria instead of a single sentence.
Ask works best with clear requests, especially when you specify the time period and scope of the data (e.g., “top 10 customers” vs. “best customer”). However, Ask will try to infer what’s most relevant to you and may ask for clarification if needed.
Sales data considered by Ask
Ask generates responses based on the sales data stored in your Procountor environment, using the same principles as the sales report feature.
Receipt type: Ask only considers sales invoices—not sales orders or offers.
Receipt status: By default, Ask includes all document statuses, just like the standard sales report. You can also ask Ask to include only finalized transactions.
Receipt date: When requesting data for a specific time period, Ask uses the invoice date by default. For example, an invoice dated in January is counted in January’s sales, regardless of the actual payment date. You can also ask Ask to use the posting date instead.
Customer: Ask includes both customers from the customer register and manually entered customer details on invoices.
Product: Ask includes both products from the product register and manually entered items on invoices.
VAT: By default, Ask provides sales amounts excluding VAT.
Giving feedback to Ask
You can give thumbs up/down on AI responses directly in the chat drawer by hovering on the response.
Negative feedback prompts follow-up questions. You can also submit textual feedback (up to 1000 characters). It’s optional, but for “Others” feedback reason textual feedback is required. Feedback icons remain visible and filled once submitted. You can submit multiple feedbacks per response.
Types of responses from Ask
Ask can present information in the following formats:
Text
Table
Graph
You can also refine the responses by suggesting changes. Often, Ask will proactively ask if you'd like the same data in a different format.
Accuracy and limitations
Ask’s responses are generated using AI, so occasional errors are possible. If Ask is unsure about your request, it will ask for clarification.
Each response includes a brief explanation of how Ask interpreted your question and generated the answer. This helps you verify whether Ask understood your intent correctly.
Please note that AI-generated responses may have limitations and should be reviewed for accuracy. Aks does not give accounting, tax, or legal advice. Verify outputs against official reports and source documents. You are responsible for any decisions made using Ask.
Security and data privacy
Ask is powered by GenAI technology (generative AI), which uses advanced models to generate content based on your requests. It relies solely on the sales data stored in your Procountor environment.
Ask operates in a fully closed environment—no data is transferred outside of Procountor’s cloud infrastructure. This means:
Your sales data and questions asked via Ask are not shared with third parties.
Although we use logged prompts to improve the overall product experience (for example, by fixing bugs and optimizing features), they are not used to train or fine‑tune the AI models themselves.
The assistant runs within systems managed by Procountor, ensuring it continuously complies with our data security principles.
General explanation of logging
To operate, maintain, and improve the GenAI chatbot, we log user prompts and the corresponding chatbot responses. When you use the chatbot, your prompts and the conversation history may be stored and processed in accordance with our policies. Your interactions with the chatbot may be accessed by authorized personnel only for the specific, limited purposes described below.
Purposes of prompt logging
Prompt logs may be used for:
Investigating and resolving bugs or defects when necessary
Detecting, preventing, and investigating misuse or abuse of the service
Improving product quality, performance, and user experience
Providing you with access to your own chat history and previous conversations
Reminder about sensitive data
Please do not enter any highly sensitive or confidential information into the chatbot, including data you would not want to be stored or reviewed. Avoid sharing personal data such as passwords, financial information, health information, government ID numbers, or any other sensitive details in your prompts. Because prompts and chat histories are logged, you should not input information that you consider secret, highly confidential, or otherwise too sensitive to be stored. By using the chatbot, you acknowledge that your prompts and chat history may be logged for the purposes above, and you agree not to submit information that you do not wish to be logged.
Other clarifications
Prompt logs are retained for as long as necessary for the purposes described above and, in any case, for no longer than 90 days. Logged prompts and chat history will be deleted permanently after the retention time. Access to prompt logs is restricted to authorized personnel who need them to perform their job duties (for example, investigating a technical issue or misuse).