USER GUIDE

User Guide

AI Financial Assistant / Understanding responses

Understanding responses

How to interpret AI responses

Tabular responses

The AI often responds in tabular format, especially for invoices, partners, and financial summaries. Tables present data in an organized, easy-to-read format.

Tool indicators

Before responding, the AI shows what queries it's performing. These appear as small labels in the chat window:

Spinning icon — query in progress
Checkmark icon — query completed

Markdown formatting

Responses use Markdown formatting: bold text for emphasis, tables for data, and lists for summaries.