| Role | What you do | Where |
|---|---|---|
| User — invite an advisor | AI Settings → Advisors → Invite advisor → enter email | Gear icon in bookkeeper |
| User — accept a request | AI Settings → Advisors → pending request → Accept | Gear icon in bookkeeper |
| User — review a suggestion | AI Settings → Memory → Pending from advisors → Approve / Reject | Gear icon in bookkeeper |
| User — revoke an advisor | AI Settings → Advisors → active advisor → Revoke | Gear icon in bookkeeper |
| Advisor — send a suggestion | AI Settings → Clients → New suggestion → select clients → Send | Gear icon in bookkeeper |
| Advisor — retract a suggestion | AI Settings → Clients → Sent → Retract (while still pending) | Gear icon in bookkeeper |
An advisor is a trusted MySpend user — an accountant, bookkeeper, or colleague — who can suggest standing instructions for your AI Bookkeeper. When you approve a suggestion, it is added to your memory and the AI applies it going forward.
Open the AI Bookkeeper and tap the gear icon (AI Settings).
Go to the Advisors tab.
Tap Invite advisor.
Enter the advisor's email address (they must have a MySpend account).
Tap Send invite.
The advisor receives a request notification in their own AI Settings. Once they accept, they appear in your "My advisors" list and can begin sending suggestions.
If an advisor initiates the relationship, you'll see a pending request in the Advisors tab with an amber background, showing their name, email, and an optional note they included.
Tap Accept to activate the relationship, or Decline to dismiss it.
When an advisor sends you a suggestion, an amber badge appears on the AI Settings gear icon showing the number of pending suggestions.
Open AI Settings → Memory tab. At the top you'll see a Pending from advisors section. For each suggestion:
from [Name] chip and is used in every bookkeeper conversation going forward.An approved advisor fact behaves like any other active memory fact: it is injected into every conversation, ages normally, and can be disabled (checkbox), pinned (📌), or deleted (trash icon). Advisor facts will not be auto-compacted — they are preserved with their source attribution intact.
Open the Memory tab, find the fact (look for the from [Name] chip), and click the trash icon. This removes the fact from your memory permanently. The advisor's sent history will still show that it was sent and approved.
Open AI Settings → Advisors tab.
Find the advisor in "My advisors".
Click Revoke and confirm in the inline prompt.
Revoking an advisor ends the relationship immediately — they can no longer send you suggestions. Facts that were already approved are not deleted automatically; those remain in your memory until you delete them manually.
The Clients tab in AI Settings is visible only once you have at least one active client relationship. There are two ways to start:
Once the relationship is active, your client appears in the Clients tab.
The My Suggestions Library (a collapsible section in the Clients tab) lets you save reusable suggestion templates — so you don't have to retype common instructions every time.
Expand My Suggestions Library.
Click + Add.
Enter the suggestion text (max 128 characters).
Click Save.
From the library you can also Edit a saved suggestion, Delete it (confirmation required), or click Send to open the send panel pre-filled with that suggestion's text.
Click + New suggestion (always visible below the library). A send panel opens:
Enter the suggestion text (max 128 characters). If you tapped "Send" on a library item, the text is pre-filled.
Check the boxes for the clients you want to send to. You can select multiple clients at once.
Click Send to N client(s).
The panel shows per-client results — a green checkmark for each successful send, or a red error if a specific send failed (you can retry). On a fully successful send, the panel closes automatically.
The Sent section at the bottom of the Clients tab shows all suggestions you have sent, with a status label on each:
| Status | Meaning |
|---|---|
| pending | The client has not yet approved or rejected it |
| approved | The client approved it; it is now in their memory |
| rejected | The client rejected it |
| retracted | You retracted it before the client acted on it |
If a suggestion is still pending, you can retract it. Click Retract on the sent history row and confirm. The suggestion is removed from the client's pending queue — they will not see it, and your history shows it as "retracted".