Monty, the MonetizeNow AI Assistant

Get answers faster about quotes, invoices, and revenue data without building reports or digging through records.

⚡ What is Monty?

Monty, the MonetizeNow AI Assistant, helps you quickly retrieve and understand information from your tenant. Monty can surface insights about quotes, billing activity, invoices, and accounts, simply by asking a question.

Instead of navigating multiple screens or building complex reports, ask the assistant to summarize records, analyze billing activity, or generate quick data tables.

✨ Why you'll love it

• Faster Answers: Ask questions about quotes, invoices, or revenue and get insights instantly.
• Less Reporting Work: Surface the data you need without building custom reports or queries.
• Easier Quote & Billing Analysis: Quickly understand pricing outcomes, invoice charges, and customer billing activity.
• Data in a Consumable Format: Generate summaries and tables that make complex data easier to interpret.

🛠️ What you can do with it

Analyze Quotes: Ask the assistant to summarize quotes or explain pricing outcomes. For example:

• "Summarize the most recent draft quote."
• "Explain the pricing outcome for quote Q-10234."
• "Generate a table of the last 5 quotes created including quote amount, account, and contract dates."

Understand Billing Activity: Quickly analyze invoices and customer payment behavior. For example:

• "Explain this invoice."
• "How many unpaid invoices does customer Acme have?"
• "Does customer Acme typically pay invoices on time?"

Retrieve Reporting Insights: Ask questions about revenue, contracts, or billing activity without building reports. For example:

• "How many contracts are up for renewal next month?"
• "How much revenue was sold in 2024?"

📚 Availability

The AI Assistant is available to users with the Tenant Admin and Billing Admin roles. If you would prefer the assistant disabled for your tenant, please contact your CX team.