Ask the agent
What you can ask, how it plans multi-step work, and how it learns your preferences.
Ask the agent#
The agent is the fastest way to use AgentBook. Talk to it on the web or in Telegram — it's the same agent with the same view of your finances.
Things to ask#
- Record — "log $5 coffee", "invoice Beta Co $1,500"
- Query — "expense summary this month", "how much did I spend on software this quarter?"
- Plan — "how much tax should I set aside?", "what if I buy a $3,000 laptop?"
- File faster — "start my tax fast-track filing" walks you through what changed since last year, then drafts an estimate and a letter for your accountant — see Tax fast-track filing
- Student searches — "find me scholarships", "find a co-op near Austin", "find me a roommate" — if you're on Student Success, see AgentBook for students
- Personal + business — "can I afford a $2k purchase this month?" draws on both sides of your finances
How it works#
For simple asks it acts immediately. For multi-step requests it drafts a short plan, shows you, and executes on your Proceed — so you're never surprised. It confirms before anything that changes your books.
It learns#
Correct it once — "no, that vendor is Meals" — and it remembers. Over time it categorizes your recurring vendors the way you would, and its confidence in a suggestion decays if it stops being right, so it re-asks rather than drifting.
The unified view#
Because personal and business books live together, the agent can answer questions no business-only tool can — blending both sides for affordability, owner's-draw, and tax questions.
Next: Troubleshooting