TOOLS AND PERMISSIONS

What your assistant can do.

Each tool depends on a permission you tick when connecting. Without it, the assistant can’t use it. No tool deletes, repays or changes a role.

See spaces

Their name, participants and categories.

Read
Open the FYVLO panel

Your spaces, their balances and who should pay back whom, in a panel next to the conversation.

open_fyvlo
Read
List spaces

The trips and households you shared, and nothing else.

list_groups
Read
Read a space

Participants and categories, to prepare an accurate expense.

get_group_context

Create and set up spaces

New trip or household, name, dates, budget. Nothing is deleted.

Changes a space
Create a space

A new trip or household with its participants. Touches no balance.

create_space
Changes a space
Set up a space

Name, dates, budget, and currency while there are no amounts yet.

update_space

Read expenses

Operations, their items and summaries over a period.

Read
List expenses

A space’s operations, page by page.

list_expenses
Read
Read an expense

Payers, shares, items and who had what.

get_expense
Read
Make a summary

Totals by category and by month over the period you choose.

get_period_report
Read
Compare spaces

The summary of several spaces at once (Plus plan).

get_multi_space_report
Read
See the settings

Templates, rules, recurring charges and budgets already in place.

get_feature_context

Read balances

Who owes how much to whom, worked out by FYVLO.

Read
Read balances

Who owes how much to whom, to the cent.

get_balances

Prepare expenses

A draft you confirm in FYVLO. Never saved on its own.

Draft
Prepare an expense

A draft with payers, shares and items, to confirm in FYVLO.

prepare_expense

Suggest templates and charges

Suggestions to approve in FYVLO; nothing turns on by itself.

Draft
Suggest a template

A template or split rule to approve in FYVLO.

prepare_preset
Draft
Suggest a recurring charge

Rent, subscriptions… to approve in FYVLO, never automatic.

prepare_recurring_charge

Scan receipts

1 scan from your allowance per receipt read, up to 8 pages. It asks you first.

Uses a scan
Prepare a receipt upload

Private single-use links to send the photos.

prepare_receipt_upload
Uses a scan
Read a receipt

Items and total, with your consent for the credit used.

scan_receipt