✨Plocky — your AI assistant

Plocky is the AI assistant built into Plock. You find it under Plocky in the main navigation, and it is available to every user — no separate setup, no extra account.

Plocky answers questions using your live Plock data, and it can also produce things: tables, reports, presentations, spreadsheets, and prepared changes waiting for your approval.

What you can ask about

Plocky reads the same data you see in the app:

• Accounts — your end customers, their revenue, fees and tags

• Subscriptions — items, states, billing practice, rebates, and any pending scheduled changes

• Invoices — amounts, periods, payment status and due dates

• Product usage — collected usage per account and product for the last 12 months

• Products and price plans — what you sell and how it's priced

• Reporting metrics — MRR, CMRR, Committed ARR, Contracted ARR (CARR), Usage ARR, Run-Rate ARR, movements (new, expansion, contraction, churn) and retention

• The documentation — Plocky searches these guides, so "how does group billing work?" gets a real answer rather than a guess

What it can produce

Tables. Ask for a list or a breakdown and Plocky renders it as a table in the chat, with KPI cards and export buttons.

Reports. Ask for a PDF and Plocky writes a branded Plock report — for a board pack, a QBR, or an internal review.

Presentations. Ask for a slide deck and you get a downloadable PowerPoint file.

Spreadsheets and exports. Ask for a spreadsheet and Plocky offers an XLSX download or a Google Sheet. Larger exports — accounts, subscriptions, products, invoices, subscription items — can be sent to your email address or straight to Google Sheets.

The first time you choose a Google Sheets destination, Plocky gives you a link to grant access to your Google account.

Things it can do for you

Plocky isn't only read-only. It can also:

• Turn a signed agreement PDF into a subscription — see below

• Create a product on your account

• Create a licensed price plan for an existing product

• Preview a subscription change — Plocky shows current items against the proposed ones as a card, and nothing is applied until you confirm

Anything that changes your data is either explicitly confirmed by you or a straightforward creation you asked for. Plocky never deletes anything.

From agreement PDF to subscription

Drop a signed agreement or order form into the chat and Plocky reads it, then shows you what it found as a card to check before anything is created:

• The subscription — name, start and end date, billing interval and practice, notice period, auto-renewal, indexation and currency

• The line items — matched against your existing products and price plans, with quantities and any discounts

• Later price changes — pricing that only applies from year two onwards is added as scheduled changes on the right date, rather than mixed into the current items

• The account — legal name, organisation and VAT number, billing email, contact person and address, if the account does not exist in Plock yet

Alongside the card, Plocky lists its review findings — line items it could not match to a plan, a missing billing email or organisation number, no currency in the document, an open-ended contract — so you know exactly which fields to check yourself.

Review it, then click Create subscription, or skip it. Nothing is written to Plock until you confirm.

The same agreement parsing is available outside the chat, as part of the subscription creation flow.

Getting good answers

• Be specific about the period. "Churn in April" and "churn in Q1" are different questions, and Plocky answers them differently — a quarter counts each account once rather than once per month.

• Name the metric you mean. In Plock, "Committed ARR" is MRR × 12 — what most people simply call ARR. "Contracted ARR" (CARR) is forward-looking. If you say just "ARR", Plocky assumes Committed ARR.

• Ask follow-ups. Plocky keeps the context of the conversation, so you can narrow down ("only the Nordic accounts") or change the shape ("same thing as a spreadsheet") without repeating yourself.

Try asking

• "What was our MRR movement last quarter?"

• "Which accounts expanded the most in April?"

• "Show unpaid invoices for account X."

• "List usage per product for the last six months as a table."

• "Build me a PDF report on retention for the last 12 months."

• "What would it cost this account if I move them to the new plan?"

Good to know

• Every question is scoped to your own organisation's data — Plocky cannot see another customer's account.

• Figures are read live at the time you ask, so they match the rest of the app.

• Report, presentation and spreadsheet generation has a fair-use daily limit per user. If you hit it, Plocky tells you and you can continue the next day.