USER GUIDE
User Guide
AI Financial Assistant / Asking questions
Asking questions
What questions can you ask?
The assistant uses 30+ tools under the hood — natural-language access to the data behind the screens. The areas below are grouped with example questions.
Invoices and partners
•"Show me the last 10 invoices"
•"Do I have any overdue invoices?"
•"What invoices did I receive from TechPro Kft?"
•"Show invoice 2026/0042 with all line items"
•"Which invoice items are missing a cost center?"
•"Categorize the Példa Kft supplier invoice items to the Mátra project" (with confirmation)
•"Look up the Példa Kft partner"
Profit & Loss and cash flow
•"What's my profit this year?"
•"P&L for Q1 grouped by cost center"
•"How did revenue trend last quarter?"
•"How much money is in our bank accounts?"
•"Show monthly cash flow trend"
•"List transactions over 100k"
Receivables and VAT
•"What are our receivables?"
•"Show overdue invoices with aging"
•"How much do we owe Példa Kft?"
•"What's the VAT position this quarter?"
•"Monthly VAT for the first half of 2026"
Budget and plan vs actual
•"What budget versions do we have for 2026?"
•"How much is left from the Q2 budget on the Mátra project?"
•"Did we exceed the annual budget on the XYZ project?"
•"Show plan vs actual variance — where are we most over budget?"
•"How are we tracking against budget in March?"
Manual journal entries and chart of accounts
•"Show manual journal entries for September"
•"List entries in the Rent category for Q1"
•"List ledger numbers starting with 5 (cost accounts)"
•"What was posted to ledger 411 in October?"
•"What financial entry categories do we have?"
Project profitability
•"How profitable is the Mátra project?"
•"Sort projects by profit, descending"
•"What's the margin on the Bükk project?"
•"By cost center, which is the most profitable?"
Bank reconciliation and statements
•"Which bank rows aren't matched yet?"
•"List uploaded Erste statements"
•"What's in the March 2026 statement?"
•"Top 10 largest items from the latest statement"
•"Match bank row 12345 to invoice 2026/0042" (with confirmation)
AI credits and subscription
•"How many credits do I have? How much have I used this month?"
•"Is my subscription active? When does it renew?"
•"Am I on trial? How many days left?"
•"Show the subscription invoices I received last month"
Exchange rates and currency conversion
•"What was the EUR rate on April 15?"
•"Convert 1500 EUR to HUF using the rate on the delivery date"
•"How much is 1000 USD in EUR yesterday?"
Activity log
•"Who modified this invoice and when?"
•"Show the change history for invoice 2026/0042"
•"Which fields were edited on the latest manual entry?"