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AI search turns a phrase such as “travel expenses over 500 euros last quarter” into filter conditions on the table. You don’t need to know which fields to filter on. Caleido shows how it read your phrase, so you can check the result and correct it. The search field shows AI search: and Search or describe what you want on these tables:

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Before you start: allow AI features

AI search needs AI features to be allowed for your organization. One user allows them for everyone, in one of two ways:
  • When you first search with a phrase: Caleido asks Enable AI search?. Click Enable to allow AI features for the organization, or Not now to run your phrase as a normal text search. After Not now, the field works as a normal search field
  • In Settings: open Settings, select AI and, under AI features, switch on Allow AI features for this organization. You can turn it on or off here at any time
The dialog and Settings > AI show the same text on data processing: AI search and the assistant send your prompts to OpenAI through their GDPR-compliant API. Data is retained for 30 days but is not associated with your organization, and models are not trained on it. Contact support@caleido.io for data deletion requests.

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Search with a phrase

1

Type what you're looking for

Click the search field above the table and describe the rows you want, for example “unpaid invoices from Acme over 1,000 euros”
2

Run the search

Press Enter. Caleido turns the phrase into filter conditions and applies them to the table
3

Check and adjust the filter

When AI wrote the conditions, the Filter panel opens and shows them. To change them by hand, open Actions, select Modify > Filter… and edit them on the Advanced tab
  • A single word runs as a normal text search and isn’t sent to AI
  • When a phrase can’t be turned into a filter, Caleido runs it as a text search and tells you: That search couldn’t be turned into a filter, so it ran as a text search.
  • Clear the search field to remove the filter. In the general ledger and drill-down transaction lists, a search can also change the columns, grouping and sorting so the answer is easy to see. Clearing the field puts them back
  • In the same two tables, a phrase that asks for a total, such as “how much did we spend on travel in March”, shows Total with the amount and the number of rows
  • Each new phrase replaces the filter from the previous one

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See how your phrase was read

After a search, Interpreted by AI appears next to the table. Hover over it to see every condition Caleido made from your phrase. A note on a condition tells you more: When the table comes back empty, look for not found in this ledger. That condition is the one that removed every row. Check the spelling of the name, or remove the condition in the Filter panel.