AI Features

9 articles

1. 01

   How Light Uses AI

   Light integrates AI throughout the platform to automate financial workflows, reduce manual data entry, and provide intelligent insights.

2. 02

   AI-Powered Data Cleaning

   > **What is this page about:** Light uses AI to check incoming bills, catch duplicates, fill in vendor and bank details, and clean up data during CSV imports, all while keeping every AI suggestion reviewable before it posts.

3. 03

   AI Invoice Data Extraction

   > **What is this page about:** Light's AI parsing module automatically extracts financial data (vendor, amount, dates, tax treatment, line items, and account/tax code suggestions) from uploaded invoices and bills, so you can record vendor bills without manual typing.

4. 04

   AI Receipt Capture and Categorization

   > **What is this page about:** How Light's AI extracts data from a receipt, matches it to the right reimbursement category, and applies the correct GL account and tax code, plus how to upload receipts and fix a miscategorized one.

5. 05

   Natural Language Q&A in Slack

   **What is this page about:** how to connect the Light Slack integration (sometimes called the Light Slack bot, Light Slack Q&A, or natural language Q&A in Slack), how to talk to it, what kinds of financial questions it can answer, and what it can't.

6. 06

   AI-Assisted Reconciliation

   > **What is this page about:** This page explains how bank reconciliation works in Light: what the matching engine does on its own, where AI supports it, and how to set up rules, convert transactions, and clear exceptions.

7. 07

   Light Command Interface (LCI)

   > **What is this page about:** What LCI, the assistant built into Light, can do for you, where to open it in the web app, the mobile app, Slack and Microsoft Teams, and how your roles decide which actions it can take.

8. 08

   Connect your AI assistant to Light

   > **What is this page about:** How to connect an AI assistant such as Claude, ChatGPT or Codex to Light, so it can look up your Light data and do tasks for you. It covers both ways to connect, what Light sees and records, how permissions and limits apply, how to manage tokens, and how to fix common errors.

9. 09

   Security and access controls for AI assistants

   > **What is this page about:** How Light controls what a connected AI assistant such as Claude, ChatGPT or Codex can see and do. It covers how access follows the connected user's role, which actions stay in the Light app, how to set up a dedicated integration user, how personal data is handled, what Light records, and how to cut off access. It's written for security and IT teams reviewing the connection.