Understand the business event
Sales activity, provider settlements, fees and supplier purchases answer different questions. A settlement total is not automatically the same as sales for a day. Keep the relevant source reports and review differences rather than treating every bank entry as a new sale.
Keep a useful review rhythm
Choose a recurring time to collect documents and resolve small questions. Give each open item a source reference and a next step. A routine should make missing context easier to see, rather than turn an incomplete record into a seemingly finished number.
Use the agent with context
Ask Doviria’s AI agent for help preparing a document or finding information, then check the result against the actual work. Keep amounts, dates and currencies explicit. Do not treat an illustrative example as a substitute for your own business records.
Build from a small set of habits
Review invoice details before sharing a draft, retain the source behind expenses and make payment records traceable. The linked guides explain each routine in more detail. Questions about tax treatment or regulated reporting belong with the person responsible for those decisions.