| Draft a memo | Writes a first draft of a memo to file from the records you linked to it: why a transaction happened, what was decided. | Only when you press Draft with AI in the memo editor, and only if you have added a provider and the network setting is Connected. Nothing is shown before it is sent; the text is stored and shown afterwards in AI activity. | The memo’s subject and date and, for each linked record, its number or file name, date, amount and currency, the vendor’s or client’s name, and its note, together with the app’s fixed instructions for drafting. | Before the text is sent, Langbyrde looks for bank account, transit and institution numbers, tax and social insurance numbers, e-mail addresses, phone numbers, street addresses and postal codes, and your company’s name as saved in your company profile, and replaces the ones it recognises with stand-ins; a card number it recognises is cut to its last four digits. Kept, as written: the names of people and businesses on the records, the notes, the file names, the amounts and the dates. It recognises the usual ways these are written. A number written in an unusual way (with dots, misread by the scanner, or split over two lines), a postal code in lower case, or your company’s name written differently from your profile can still be sent. Names of people, shops and clients, amounts, dates, notes and descriptions are sent as written. | The draft appears beside your memo marked AI draft — not saved. It is filed only if you accept it, and the memo is then marked AI-drafted. The call is listed in AI activity. |
| Help with a weak receipt reading | Asks the provider to read the text that was already read off a receipt on your computer, when that reading came out too weak to trust. | While the receipts you dropped on Receipt intake are being read, without a separate click for each one, for a receipt whose reading on your computer fell below the app’s confidence floor. It needs a provider you added and the Connected network setting; without those, nothing is sent. Nothing is shown before it is sent. | The text that was read off that one receipt, how it was read (from the PDF’s own text, or by the text recognition on your computer), and the app’s fixed instructions for reading a receipt. One provider is asked, once. The picture of the receipt is never sent. | Before the text is sent, Langbyrde looks for bank account, transit and institution numbers, tax and social insurance numbers, e-mail addresses, phone numbers, street addresses and postal codes, and your company’s name as saved in your company profile, and replaces the ones it recognises with stand-ins; a card number it recognises is cut to its last four digits. Kept, as written: the shop’s name, the date, the items and the amounts, and any person’s name printed on the receipt, such as the cashier’s or the buyer’s. It recognises the usual ways these are written. A number written in an unusual way (with dots, misread by the scanner, or split over two lines), a postal code in lower case, or your company’s name written differently from your profile can still be sent. Names of people, shops and clients, amounts, dates, notes and descriptions are sent as written. | A new proposal to check in Receipt intake, marked as read with AI. Nothing becomes an expense until you accept it. The call is listed in AI activity. |
| Test a provider | Checks that the address, the key and the model you entered work. | Only when you press Test in Settings → AI providers. | Your key, with a request for the list of models the provider offers. None of your books. For a provider of the OpenAI-compatible kind, the app also asks the address two short questions about which models it offers, once, before its first call to it. | Nothing of yours to replace: no text from your books is in this request. | The result on the page. A connection test is recorded in Network activity, not in AI activity. |