AI and automation

Assistance that respects approvals.

Edith can use AI and automations to draft, explain, suggest, and route work, but financial state changes stay controlled.

AI assistance

AI should operate with visible context and source references.

Report variance

Reminder draft

Bill extraction

Document summary

Import mapping

Context chips

Rules should move routine work forward without bypassing accounting controls.

Triggers

Conditions

Job runs

Webhook events

Task creation

Follow-ups

The AI layer should never own material business actions.

No auto-posting

No auto-filing

No auto-close

Human approval

Tool allowlist

Audit log