Intelligence
Intelligence is the AI assistant built into Rebased. It lives in a side panel you can open from anywhere in the app, and it understands your business — your clients, invoices, bank transactions, tax obligations, and more.
Two modes
Intelligence has two modes. You can switch between them at any time using the toggle at the top of the panel.
Chat
Chat is read-only. Ask questions and get answers based on your business data. Nothing is created, sent, or changed.
Examples:
- “How much revenue did we earn last quarter?”
- “Which invoices are overdue?”
- “What’s our GST liability for this BAS period?”
Autopilot
Autopilot can take actions on your behalf. It can create documents, send emails, reconcile transactions, and navigate the app — all while explaining what it’s doing.
Examples:
- “Create an invoice for Smith & Co for the March retainer”
- “Send a payment reminder for all invoices overdue by more than 14 days”
- “Reconcile the Xero bank feed transactions from last week”
You’ll always see a confirmation before Autopilot performs a significant action, so you stay in control.
What Intelligence can do
| Capability | Chat | Autopilot |
|---|---|---|
| Answer questions about your data | Yes | Yes |
| Summarise reports and balances | Yes | Yes |
| Create invoices, quotes, and bills | No | Yes |
| Send documents by email | No | Yes |
| Reconcile bank transactions | No | Yes |
| Navigate to pages in the app | No | Yes |
Personal by default, shared when you choose
Memories, rules, and workflows are personal to you by default. Only you see your own items, and only your items are applied when you use Intelligence.
If you want the whole team to benefit from a memory, rule, or workflow, toggle Share with team when creating or editing it. Shared items appear for everyone in the business and are marked with a Shared badge in Settings.
The agent always loads your personal items plus any shared business-wide items, so you get a tailored experience while still benefiting from team standards.
Memories
Intelligence learns about your business over time. When you mention something important — like your standard payment terms, your accountant’s name, or how you categorise certain expenses — the agent saves it as a memory under your account.
These memories are used automatically in future conversations so you don’t have to repeat yourself. You can view and manage saved memories in Intelligence Settings, where you can also filter by My Items or Shared.
Rules
Rules are instructions you set that the agent always follows. They act as guardrails for how Intelligence behaves.
Examples:
- “Always use 14-day payment terms unless I say otherwise”
- “Never send invoices without my approval”
- “Use accrual accounting for all reports”
Rules you create apply only to your conversations by default. Toggle Share with team to make a rule apply for everyone in the business. You can add, edit, and remove rules in Intelligence Settings.
Workflows
Workflows are saved prompts you can trigger instantly using /slash-commands in the chat input. Instead of typing out a detailed instruction each time, save it once and reuse it with a single command.
Examples:
/create-invoice— generate an invoice from a template prompt/weekly-summary— get a summary of the week’s activity/chase-overdue— send reminders for overdue invoices
Workflows you create are personal by default. Toggle Share with team to make them available to other users. Rebased also includes built-in system workflows that are available to everyone. See the Workflows page for details.
AI Credits
Intelligence usage is measured in AI credits (tokens). Your subscription includes a monthly allowance that resets each billing cycle. If you need more, you can purchase additional credits in Settings.
Your current balance is shown at the bottom of the Intelligence panel. See the AI Credits page for full details.
Region-aware
Intelligence understands Australian tax and business conventions out of the box:
- GST — calculates and applies 10% GST with the correct tax codes
- BAS — answers questions about your Business Activity Statement obligations
- Currency — works in AUD and formats amounts accordingly
- Terminology — uses Australian terms (e.g. “superannuation” not “401k”, “ABN” not “EIN”)
Getting started
- Open the Intelligence panel from the sidebar or header
- Start in Chat mode to ask questions about your business
- Switch to Autopilot when you want the agent to take actions
- Visit Intelligence Settings to set up rules, memories, and workflows