Instead of scrolling through 200 transactions trying to figure out how much you spent on software last year, just type: 'How much did I spend on software subscriptions in 2026?' The AI queries your own transaction history and answers in seconds. Works for income questions ('What was my highest-grossing month?'), expense analysis ('Which category do I spend the most on?'), and client insights ('Show me all payments from Acme Corp').
The AI finance assistant answers questions about your own records, such as total software spend for the year or your highest-paying client, by querying your transaction history in seconds. Answers come only from your imported data, with no external financial information mixed in.
Answers are limited to your own records and should be double-checked against reports before big decisions. It is not a tax advisor.
Ask anything about your finances in plain English — no special syntax, no query builder. 'How much did I spend on hosting in Q1?' 'Show me all unpaid invoices over $500.'
The AI queries your transaction history, invoices, expenses, and client records to find the answer. It understands context like date ranges, categories, and client names.
The AI responds with a clear, human-readable answer — numbers, comparisons, trends, or a list of matching records. You can follow up with more questions to drill deeper.
Ask 'How's my business doing this month?' and get a summary of income, expenses, profit, outstanding invoices, and year-over-year comparison — all from one question.
Ask 'What are my total deductible expenses for 2026?' or 'Show me all expenses over $500 this year.' The AI searches and totals everything, ready for your tax filing.
Ask 'Which client is most profitable?' or 'How much time did I spend on Client X projects this year?' Get answers that help you decide which relationships to grow.
Yes. You can ask questions like you'd ask a person — 'How much did I earn from consulting in March?', 'What's my biggest expense category?', 'Show me invoices that are more than 2 weeks overdue.' The AI understands context, dates, categories, and client names. No special query language needed.
You can ask about income (by period, client, category), expenses (by category, merchant, deductibility), invoices (status, aging, client), time tracking (billable hours, per client/project), profit (gross/net, per client, trends), tax estimates, and comparisons (month-over-month, year-over-year, client vs client).
Your financial data is sent to the AI provider (OpenAI) only for the purpose of answering your specific question. Data is processed in transit and not stored by the AI provider for training purposes. We use API endpoints with data privacy guarantees.