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AI Financial Chat

Ask plain-English questions about your finances. The assistant reads your budgets, transactions, and trends - then explains what changed and what to do next.

AI

How it works

  • Open the dashboard assistant or homepage chat widget.
  • Ask questions like “Why did marketing spend spike?” or “Am I on track this month?”
  • The AI pulls context from your budgets, categories, and recent transactions.
  • Get explanations, trend summaries, and actionable nudges - not generic advice.

Key capabilities

  • Natural-language Q&A over your actual workspace data
  • Trend detection and category overrun flags
  • Weekly and monthly spend summaries on demand
  • Bookkeeping chat for categorization help
  • Usage-based AI credits on Pro; daily quota on Free
  • Privacy-first: answers scoped to your tenant only

Example questions

  • “What were my top three expense categories last month?”
  • “Which budgets am I closest to exceeding?”
  • “Compare Q1 spend to Q2 so far.”
  • “Summarize receipts uploaded this week.”
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