AI Financial Analyst

How to ask questions about your books in plain English, what the AI is good at, and where your own judgment still matters.

The AI financial analyst lets you explore your books by asking questions in plain English.

What to ask

“Which customers owe me the most?”
“How did revenue compare to last quarter?”
“What were my biggest expenses last month?”

Use it wisely

AI is fast at summarizing and spotting trends, but its output can be incomplete or wrong and is not accounting, tax, or legal advice. Verify anything important against your actual reports before acting on it. AI features are subject to the disclaimers in the Terms of Service.

What data the AI can see

The analyst works from your own company’s accounting data — it doesn’t see other companies’ books, and it doesn’t train on your data for other customers. Turn the feature off entirely from feature flags if you’d rather not use it.

Frequently asked questions

Can I turn off the AI financial analyst entirely?

Yes — it’s controlled by a feature flag like other advanced modules, so you can disable it at any time if you’d rather not use it.

Does the AI make changes to my books?

No — it answers questions and summarizes data; it doesn’t post transactions or modify your records on its own.

Can I ask the AI to compare two specific customers?

Yes — plain-English comparative questions work well, like asking which of two customers generated more revenue this year.

Does the AI understand accounting terminology I use casually?

It’s designed to handle everyday phrasing, not just precise accounting terms — asking “what am I owed” works as well as asking about “accounts receivable.”