KozyAI helps your team find customer, delivery, service, invoice, route, equipment, and platform information without digging through screens. Specific, focused questions get answered fastest, and broader questions are welcome too.
How many times have we delivered to this customer in 2026? How many times have I filled my main truck? When was the last time that I invoiced for Service Plans? Where’s the service history? Instead of digging for the answer or Frankensteining reports, ask KozyAI.
KozyAI is designed for the questions fuel and service teams ask every day. Ask in plain language and KozyAI answers from the data already in KozyOps, like the three examples below.
Show me this customer's balance.
Thought for a moment
Mrs. Dana Whitfield's current balance is $721.05 (amount owed).
| Category | Debits (Charges) | Credits (Payments) |
|---|---|---|
| Invoices | $6,845.14 | - |
| Adjustments | $10,831.60 | - |
| Refund | $721.05 | - |
| Cash Wallet Payments | - | $12,053.37 |
| Payments | - | $5,623.37 |
| Totals | $18,397.79 | $17,676.74 |
Which invoices are still open?
Mrs. Dana Whitfield has one open invoice:
| Invoice ID | Date | Amount |
|---|---|---|
| Sales Oil | June 8, 2026 | $444.62 Open |
All 17 other invoices going back to 2023 are paid (one was cancelled, one was credited).
Show recent payments for this customer.
Here are Mrs. Dana Whitfield's 8 most recent payments, all via VISA ending 4417:
| Date | Amount | Description |
|---|---|---|
| Jun 5, 2026 | $354.66 | Oil Delivery |
| May 4, 2026 | $530.35 | Oil Delivery |
| Apr 1, 2026 | $618.06 | Oil Delivery |
| Mar 2, 2026 | $747.61 | Oil Delivery |
| Feb 3, 2026 | $692.24 | Oil Delivery |
| Jan 5, 2026 | $371.16 | Service Plan |
| Dec 2, 2025 | $570.54 | Oil Delivery |
| Nov 4, 2025 | $206.92 | Oil Delivery |
Her last payment was June 5, 2026, earlier this month. She has 35 payments total on her account.
What KozyAI does
Look up contact details, balances, locations, system types, and tags.
See recent deliveries, next scheduled dates, and service history.
Check invoice status, outstanding balances, and payment history.
Find route details, trucks, tanks, and field assignments.
Get counts, totals, averages, and revenue by date, customer, truck, route, or team.
Ask how to use KozyOps features and workflows.