The "Quick Actions" feature boosts your productivity with convenient shortcuts that let you complete tasks in just 1-2 clicks. Whether you're sending SEPA transfers, uploading invoices and receipts or searching for your latest transactions, you’ll save time by reducing navigation steps in the app.
It allows you to:
- Initiate an instant SEPA transfer with just one written prompt and one click to confirm.
- Upload a receipt or invoice using the drag-and-drop function.
- Search for your latest 50 transactions.
- Use smart shortcuts to perform your usual tasks, but faster.
Located on the left panel of the web app under your logo, the feature looks like a search bar. You can also use Command K (Mac) or Ctrl K (Windows) to activate Quick Actions.
Who can use Quick Actions?
The feature is can only be accessed by Owner and Admin roles for now. It is available to all pricing plans, only to the web app.
What actions are available?
You can perform the following actions listed:
- Make an instant SEPA transfer
- Upload receipts and supplier invoice
- Search for your latest transactions
You can navigate faster in your app with the following shortcuts listed:
-
- Make a transfer
- Download account statements
- Set up an outbound direct debit
- Add an account
- Set up an integration
- Invite a team member
- Submit a reimbursement
- View your accounts
How does it work?
You can start by clicking on the Quick Actions icon⚡️.
Select the action that you are looking for amongst the suggested list.
Click on it, and it will automatically start the corresponding workflow.
You will find two types of action in the list:
- Shortcuts instantly redirect you to the corresponding app page.
- Smart actions provide a simplified workflow to complete tasks more efficiently.
Make an instant SEPA transfer:
- Type a prompt:
Send [amount] euros to [@name of the existing beneficiary] for [reason]. - Select the existing beneficiary by typing
@and press Enter.
Once you have pressed Enter, you can review your request for accuracy:
- If correct, press Send transfer and validate the action on your phone with SCA.
- If incorrect, press Edit details to correct the information.
⚠️ The beneficiary must exist prior to typing the prompt.
Upload receipts and suppliers invoices:
Drag and drop your file in PDF, JPG or PNG format, up to 30 MB.
Once uploaded, you will find it in your Supplier invoices section and we will match it to the right transaction.
💡 Note: You can drag and drop several files at the same time.
Search transactions:
Access easily your 50 latest transactions. You can use the search bar to type the name or amount.
Which AI powers the Quick Action feature?
We use the LLM from Mistral AI to power the Quick Action feature.