AI Assistant Module For Perfex CRM

Bring your own API Key: You can seamlessly use your own Gemini API Key. Pay only for what you use, with zero mandatory monthly subscriptions!

The most efficient way to automate your data entry: Expenses, Invoices, and Customer creations are now at your fingertips!

Key Features

• AI Expense Creator: Upload any expense receipt or financial document. The AI automatically extracts the vendor name, absolute total paid amount, date, and intelligently matches it with your database categories to log the expense instantly.
• AI Invoice Creator: Process sales and financial documents effortlessly. It extracts customer names, dynamic ISO currencies, final amounts, general discounts, and issue dates, breaking down line items (item name, description, quantity, rate, tax rate, and tax amount) to create invoices automatically.
• AI Customer & Contact Creator: Scan business cards, institutional documents, or corporate identities. Automatically creates a detailed Customer Profile mapped directly to Perfex CRM fields .