The questions that reach your bookkeeper every week
Hashavshevet, the Israeli accounting software, holds the books: ledgers, balances, invoices, customers and suppliers. Most questions about them come from people who are not in it — the CEO asking how the month closed, the sales manager checking whether a customer has paid.
Each one ends up with the bookkeeper: run a report, export to Excel, send a screenshot on WhatsApp. None of them is hard. Each takes time, every time.
How AI for Hashavshevet works
- Connect Hashavshevet. WizBI connects to Hashavshevet through H-Connect as a registered software house. You approve WizBI in H-Connect and choose which companies to connect.
- The data is synced to your organisation's store in WizBI, isolated and encrypted, and stays up to date on its own.
- WizBI learns your books: the chart of accounts and sort codes, customer and supplier names, your terms and your permissions.
- Your team asks in the chat it already uses, in Hebrew or English, and gets a number, a right-to-left table, a chart or an Excel file.
- It keeps working when nobody asks: AR aging every Sunday at 08:00, or an alert when a customer's debt crosses a line you set.
Hashavshevet reports you can ask for in the chat
| Area | Example questions |
|---|---|
| Trial balance | Trial balance at month end · balances by sort code · change against last month |
| Profit and loss | P&L for October vs. September · expenses by line this year · against last year |
| Customers | A customer's ledger · AR aging · open invoices by customer · who has not paid |
| Suppliers | Supplier balances · whom we paid most this year · a supplier's ledger |
| Management | Revenue against last month and last year · a summary per company · account analysis |
A monthly P&L shows what was recorded that month; year-end adjustments such as inventory appear once they are recorded.
More finance questions: AI for finance teams.
Reports that arrive on their own, and alerts
Any of these can become a fixed report. Ask once and it arrives on time, as a message or an Excel or PDF file in the same chat — AR aging every Sunday at 08:00, or last month's P&L on the 1st as a PDF.
What should not wait comes as an alert: a customer whose debt crosses a line you set, or debt over 90 days growing past a threshold. More on the channel: WhatsApp AI for business data.
Hashavshevet together with Excel and your other systems
The budget is often in Excel, projects in monday.com, customers in a CRM. One question can draw on several connected sources: "actual expenses from Hashavshevet against the Excel budget, by line". With several companies in Hashavshevet, connect the ones you choose and ask about each, or all together.
See also: AI for Excel and Google Sheets · AI for monday.com.
WizBI next to the Hashavshevet report generator and your accountant
Hashavshevet's report generator and built-in reports are the right tools for work done inside the system. The books are kept there, with your bookkeeper and accountant: financial statements, VAT and income-tax reporting and year-end closing stay with them.
WizBI is for the moment in between: the CEO's question on Sunday morning, the weekly report nobody has to prepare. It saves the producing and the sending, and leaves the profession to your bookkeeper.
WizBI answers from what is recorded in the books. Accounting and tax decisions stay with your finance team and advisers.
Automations, permissions and security
Beyond answers, reports and alerts, we build automations around your processes on request — each one defined with you, running under the permissions you set, every action logged.
Permissions are set by organisation, group and user, the same on every channel, and every question is logged. WIZBI.AI LTD is certified to ISO/IEC 27001:2022. WizBI runs on Google Cloud; each organisation's data is isolated and encrypted in transit and at rest, and is not used to train AI models.