SierraBooks AI: Capabilities & Chat Examples

SierraBooks Invoices features an intelligent, conversational accounting and CRM assistant powered by Google Gemini and Generative UI (GenUI).

Unlike traditional chatbots that output flat text walls or simple markdown summaries, the SierraBooks AI Assistant dynamically generates rich, interactive Flutter UI cards directly inside your chat stream. You can review live transaction details, inspect customer cards, edit line items, and tap interactive buttons (such as “Save” or “Pay”) without navigating across different screens.

🎬 Interactive Walkthrough: Generative UI in Action

Watch Gemini AI and Flutter dynamically construct structured GenUI cards and handle conversational requests in real time:

Key Conversational Features

• Interactive GenUI Widgets: Instead of static text responses, the assistant constructs actionable widgets (InvoiceDisplay, EstimateDisplay, CustomerDisplay, ReportDisplay, TimeActivityDisplay).

• Relative Date Intelligence: The assistant understands colloquial dates (e.g., “yesterday”, “last Tuesday”, “next week”, “ayer”, “este mes”) and accurately translates them to exact calendar dates.

• Full Multilingual & Code-Switching Support: Supports English, Spanish, and natural Spanglish (e.g., “Muestrame los invoices de la semana pasada”).

• Conversational Drafting: Describe a transaction naturally (amounts, clients, services), and the assistant creates a populated draft card ready for one-tap saving.

• Role-Aware Security: Automatically honors user permission levels (e.g. standard employees can only log and view their own time entries; only administrators can access vendor or team-wide records).

Real-World Chat Examples & Prompt Catalog

Below are practical prompts organized by category that you can use with the SierraBooks AI Assistant:

1. Querying & Displaying Existing Records

Ask the assistant to locate, filter, and render specific business records:

English Prompts	Spanish / Spanglish Prompts	Resulting GenUI Widget
“Show my last 3 invoices”	“Muéstrame las últimas 3 facturas”	InvoiceDisplay
“Display unpaid invoices from last week”	“Facturas pendientes de la semana pasada”	InvoiceDisplay (unpaid filter)
“Show invoice #1042”	“Encuentra la factura 1042”	InvoiceDisplay
“Display the last 3 pending estimates”	“Muéstrame los últimos presupuestos pendientes”	EstimateDisplay (status filter)
“Show open Stripe quotes”	“Cotizaciones abiertas de Stripe”	EstimateDisplay
“Find customer Acme Corporation”	“Busca el cliente Acme Corp y su teléfono”	CustomerDisplay
“Show details for Consulting item”	“Detalles del servicio de consultoría”	ItemDisplay

2. Conversational Drafting (One-Tap Creation)

Create new records in seconds by describing them naturally:

English Prompts	Spanish / Spanglish Prompts	Resulting GenUI Widget
“Make an invoice for Geeta for $1,200 for consulting done on Tuesday”	“Crea una factura para Geeta de $1,200 por consultoría del martes”	InvoiceDisplay (Draft mode with “Save”)
“Draft an estimate for John Smith for $450 for lawn maintenance”	“Prepara un presupuesto para John Smith de $450 para jardinería”	EstimateDisplay (Draft mode)
“Add a new customer named Sarah Miller with email ”	“Agrega una nueva cliente llamada Sarah Miller con email ”	CustomerDisplay (Draft mode)

3. Time Tracking & Activity Logging

Log billable hours on the go without complex timesheet menus:

English Prompts	Spanish / Spanglish Prompts	Resulting GenUI Widget
“Enter my 8 hours today for Acme Corp project”	“Registra mis 8 horas de hoy para el proyecto Acme”	TimeActivityDisplay (Draft mode)
“Log 3.5 hours for customer Davis consulting”	“Apunta 3 horas y media de consultoría para Davis”	TimeActivityDisplay (Draft mode)
“Show my time activities from last week”	“Muéstrame mis horas registradas la semana pasada”	TimeActivityDisplay (Filter)

Note

Standard employees can only log and review their own individual hours. Administrators have full visibility over employee and vendor activities.

4. On-Demand Financial & Sales Reports

Generate comprehensive accounting reports on the fly:

English Prompts	Spanish / Spanglish Prompts	Resulting GenUI Widget
“Show Profit and Loss for this year”	“Dame el reporte de pérdidas y ganancias de este año”	ReportDisplay (P&L)
“Give me today’s sales breakdown”	“Resumen de ventas de hoy”	ReportDisplay (Sales)
“Show sales by customer this month”	“Ventas por cliente de este mes”	ReportDisplay (Customer Sales)
“Display our Balance Sheet”	“Muéstrame el balance general”	ReportDisplay (Balance Sheet)
“Show Aged Receivables summary”	“Reporte de cuentas por cobrar vencidas”	ReportDisplay (Aged Receivables)

5. Appointments, Scheduling & Calendly

Coordinate client meetings and share your online booking links:

English Prompts	Spanish / Spanglish Prompts	Action & Context
“Schedule a meeting with Acme Corp on Friday at 2 PM”	“Agenda una cita con Acme Corp el viernes a las 2 PM”	Loads CustomerDisplay with Google Calendar action
“What is my booking link?”	“¿Cuál es mi enlace para agendar citas?”	Displays Calendly booking link & QR info
“How can my clients book appointments?”	“¿Cómo pueden agendar cita mis clientes?”	Explains Calendly integration & PDF invoice QR code

6. Device Diagnostics & Quick Actions

Check device health and fetch quick orders via native tools:

English Prompts	Spanish / Spanglish Prompts	Action
“What is my battery level?”	“¿Cuánta batería le queda al dispositivo?”	Executes getBatteryInfo tool
“Show my device info”	“¿Qué dispositivo estoy usando?”	Executes getDeviceInfo tool
“Fetch my top 5 recent orders”	“Obtén mis últimas 5 órdenes”	Executes fetchTopOrders tool

How to Start Chatting

1. Open SierraBooks Invoices on your mobile device or desktop.

2. Tap the floating AI Assistant icon located on the main dashboard.

3. Type or dictate your request naturally in English or Spanish!