Assistant-App

Assistant-App

AI-Powered Assistant

1 ratings
Free
In-App Purchases

Rating summary

Details

  • Released
  • Updated
  • June 19, 2025
  • May 23, 2026

Features

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About

This app centralizes client management, recording, transcription, and financial tracking for professionals. It uses AI to automate tasks like form filling, prospect research, and financial analysis, streamlining workflows and saving time.

AI-powered recording and transcription
3-agent AI form filling with confidence scores
AI prospect research and personalized outreach drafts
Complete financial hub with AI transaction extraction
Smart scheduling and calendar sync
Client management with AI-enriched profiles
Video platform integration with one-tap transcription
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What's New in Assistant

1.3.0

May 23, 2026

v1.3.0 is our biggest release yet. We rebuilt a third of the app and shipped one of the most-requested features: a complete Financial Hub. INTRODUCING THE FINANCIAL HUB Money in, money out — and the boring parts done for you. • Speak your transactions. "Lunch with client, $42 on my Amex" becomes a categorised transaction in seconds. • Scan any receipt with your camera. The app reads vendor, total, date and line items, and now also flags possible duplicates, spots when a charge looks recurring, suggests the right client, recommends tags and pulls location automatically. • Batch-scan a stack of receipts in one go and process them together. • Document library — every receipt, invoice, bill, contract, warranty and tax form, searchable and filterable. PROFESSIONAL INVOICING • Create invoices in seconds from your client list and product catalog • Logo selector, clear status badges (Draft → Sent → Viewed → Partially Paid → Paid → Overdue), and an option to override the auto-generated number with a custom one • Build estimates with line items and expiry dates, then convert an accepted estimate into an invoice with one tap • Reusable product and service catalog with default prices and tax rates • Send invoices by email (PDF attached), SMS or any installed share target REPORTS THAT REPLACE A SPREADSHEET • Period-aware dashboard with income vs expense trends, category breakdowns, weekly cash flow, account balances and top clients • Profit & Loss with period-over-period comparison, Balance Sheet, Cash Flow, AR Aging, and an annual Tax Summary with deductible vs non-deductible totals • Export anything as CSV or HTML YOUR AI FINANCIAL ADVISOR • Chat with an advisor that actually knows your accounts, transactions, invoices and recurring rules • Weekly proactive insights: unusual category spending, overdue invoices, detected recurring patterns, budget recommendations and tax-season tips • Adjustable confidence thresholds in Settings → Smart Suggestions REPEATING CALENDAR EVENTS • Tap "Repeat" on any event for Daily, Weekly, Monthly or Yearly, or open the new Custom Recurrence sheet for advanced rules with a live "Every other Tuesday and Thursday, 10 times" preview • Edit just one event, this-and-all-following, or the whole series — your choice every time • Two-way sync with Google Calendar, Microsoft Outlook and Apple Calendar • All-day and multi-day events, plus a friendly warning before saving anything that overlaps an existing event NOW IN SPANISH AND SIMPLIFIED CHINESE • Every screen, every onboarding tour, every system email — fully translated • Auto-detected from your device language, switchable any time in Settings MORE IMPROVEMENTS • Redesigned home screen with a unified scan orb — tap to swap between business-card scan and receipt scan • Smoother in-app chip purchases with a single, clear, App Store–compliant purchase sheet • Focus Mode: wheel-picker duration, recents, breathing screen, sarcasm tiers, max session cap, "Open AppName" relaunch and per-app "Switch App?" dialog • Self-service account restore for users coming back after deleting their account • Microsoft Teams now connects with full access, with a graceful limited-access fallback when your admin hasn't approved the app • Hundreds of stability, speed and battery-life fixes across the entire app

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Subscription plans

Premium

Premium monthly for subscription

$9.991 Month
How to cancel Assistant subscription ⁉️
1

In-App Purchases

$9.99

1,367 Chips

Purchase of 1,367 Chips for $9.99

FAQ

What is Assistant-App's primary function?

Assistant-App serves as an AI-powered command center for client-serving professionals. It integrates recording, transcription, smart forms, prospect research, invoicing, finance, calendar sync, and focus tools into a single application to streamline client work.

How accurate is Assistant-App's AI transcription?

Assistant-App's AI transcription delivers over 95% accuracy and includes speaker identification for recorded calls, meetings, or voice memos. It supports various audio file formats like M4A, MP3, WAV, and MP4.

Can Assistant-App help with financial management?

Yes, Assistant-App offers a complete financial hub. It can extract transaction details from spoken input or scanned receipts, flag duplicates, manage invoices, and provide financial reports like Profit & Loss and Balance Sheet, exportable as CSV or HTML.

What are the subscription options for Assistant-App?

Assistant-App offers a Premium subscription plan at $9.99 per month. This plan likely unlocks advanced features or higher usage limits beyond the free tier.

Does Assistant-App have ads?

No, Assistant-App does not contain advertisements. The application is free to use and offers in-app purchases for additional features or premium access.

What devices is Assistant-App compatible with?

Assistant-App is designed for Apple devices, including iPhone, iPad, and iPod. It utilizes Face ID and Touch ID for secure and instant access.

How often is Assistant-App updated?

Assistant-App was last updated on May 23, 2026, with version 1.3.0. This indicates a relatively recent update, suggesting ongoing development and support.

What is the age rating for Assistant-App?

Assistant-App has an age rating of 12+. This means it is considered suitable for users aged 12 and older, with content generally appropriate for this age group.