Ask Sandy, your assistant

Ask Sandy is the assistant built into Sessional. She answers questions about your own locum work, grounded in the data already in your Sessional account and in our help content. She covers both your finances and the day-to-day running of your work, so you can ask in plain English instead of digging through the tax planner, your invoices, or your calendar.

Money and tax:

• Tax set-aside: how much your planner estimates you should hold back, and why.
• Income goals: how many more sessions you need to hit a target this year, based on your average session value.
• Most profitable work: which organisations have paid you most, by total or by average per session.

The day-to-day:

• What needs your attention: a quick summary of overdue and outstanding invoices, pending booking requests, shifts flagged paid short or unpaid, expiring documents, and unread notifications.
• Invoices: how many are overdue, how much you are owed, and what is due next.
• Sessions: when your next session is, and how many you have logged.
• How Sessional works: invoicing, chasers, workplace links, revalidation, and the rest.

Open Ask Sandy→ from the dashboard menu, or tap the Ask Sandy button that sits in the corner of every dashboard page to ask without leaving what you are doing.

She also cannot take actions on your account. She does not create invoices, log shifts, send anything, or change your data. She only answers.

Ask Sandy answers using only your own data, never another user's. To generate a reply, your question and a summary of your own figures are sent to our AI provider, Anthropic. Your data is never used to train AI models.