How to connect AI Budget
Link your AI Budget accounts, choose which one is your company and keep private money out of company figures.
AI Budget Assistant is a personal and business budgeting app. Once connected, eKsięgowy AI can show your company expenses, answer questions about them in chat and check them against the documents in wFirma. Your private accounts are never mixed into company figures.
Connect
Open Settings → Integrations and click Connect on the AI Budget card. You are taken to AI Budget to approve access, then returned here. Make sure you are signed in to the same eKsięgowy AI account in this browser.
Choose your accounts' labels
Each AI Budget account gets one of three labels: Company, Other business or Private. A single business account becomes Company automatically. Personal, shared, trip and investment accounts are Private. You can change any label by hand; a manual label always wins.
Choose the company
If you have several business accounts, none is picked for you: they all show as Other business until you choose which one is your company. Only one account can be the company. Choosing another one moves the previous one to Other business.
What Private means
Private and Other business data is read live when you ask for it and is kept for at most five minutes, encrypted. It is never saved in eKsięgowy AI, never counted in company figures, never used for reconciliation and never sent to wFirma. Only the company account is copied and kept in sync.
Reconcile with wFirma
The dashboard lists company expenses from the previous month until today for which no matching document was found in wFirma (same currency, same amount, date within 7 days). It does not mean an invoice is missing, only that none matched. Connect wFirma to see this card.
Dismiss an item
If an expense needs no document, such as a bank fee, dismiss it from the list. Dismissed items are hidden from the list.
Disconnect
Click Disconnect on the AI Budget card. Access is revoked in AI Budget and the copy of your company expenses is deleted from eKsięgowy AI. You can connect again at any time.