USER GUIDE
User Guide
AI Financial Assistant / Overview
Overview
What is the AI Financial Assistant?
The AI Financial Assistant is an AI-powered chat interface that lets you ask questions about your company's finances in natural language. The assistant queries your data in real time and provides summarized, tabular responses.
Access
The AI Financial Assistant is available exclusively as part of the Gold plan. You can open it by clicking the chat bubble in the bottom-right corner of the application.
Key features
•Ask questions in natural language
•Real-time data queries from your company data
•Tabular responses about invoices, partners, and profit
•Tool indicators show what queries the AI is performing