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AI Financial Advisor

The AI Financial Advisor helps you interpret reports, spot trends, and answer finance-related questions based on your posted data. It is strictly read-only and cannot create, edit, or delete ledger entries.

Where to Access

  • Chat page: /chat
  • Floating widget: Available on dashboard and report pages
  • Report shortcuts: "AI Interpretation" buttons on balance sheet, income statement, and cash flow pages
  • Unmatched transactions: "Ask AI" in the unmatched triage view

What It Can Do

  • Summarize balance sheet and income statement insights
  • Explain expense trends and category changes
  • Describe reconciliation health and unmatched counts
  • Provide high-level budgeting recommendations

What It Will Refuse

  • Creating, posting, or editing journal entries
  • Deleting data or bypassing system rules
  • Sharing sensitive information such as account numbers or passwords
  • Non-financial questions

Data Scope

The advisor only uses summarized data from posted or reconciled records. It does not receive raw statements, full account numbers, or credentials.

Tips for Better Answers

  • Ask about a time period ("this month", "last quarter")
  • Reference a report ("income statement from Jan to Mar")
  • Mention a category ("dining" or "transportation")

Disclaimer

Every response ends with a disclaimer. The AI provides guidance only and does not replace professional advice.