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Using AI chat

Using AI chat

Ask questions about your companies' financials and get instant, AI-powered insights to help with financial analysis, due diligence, and more.

What is AI Chat?

AI Chat allows you to ask natural language questions about a company's financials and receive detailed, data-driven answers. It analyzes data from the company's connected accounting data sources to provide insights on revenue, expenses, cash flow, profitability, and more.

Requirements

To use AI Chat for a company, they must have:

  • Connected accounting data - QuickBooks or Xero

How to Create a Chat

  1. Navigate to the Chats page
  1. On a new chat, select a company
      • Choose a company with accounting data connected
      • Companies without accounting data won't provide useful analysis
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  1. The chat will begin analysis automatically
      • The AI model will generate an initial analysis and summary
      • This will often include financial overview, key metrics, and notable insights
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  1. Start asking questions

      2. Once the initial analysis is complete, you can continue the conversation by asking the AI model anything you want to know about your company and their financials

ℹ️

Company selection is permanent: Once you select a company, that chat is dedicated to that company only. You cannot change companies within the same chat. To discuss a different company, create a new chat

Example Questions to Ask

Revenue & Growth

  • "What was revenue for the last quarter?"
  • "Show me revenue growth month-over-month for the past 6 months"
  • "What are the top revenue sources?"

Expenses & Burn Rate

  • "What's the current monthly burn rate?"
  • "Show me expense breakdown by category"
  • "What are the top 5 expenses this quarter?"

Cash Flow & Runway

  • "What's the current cash runway?"
  • "Show me cash flow for the last 3 months"
  • "When will this company need to raise more capital at current burn rate?"

Profitability & Metrics

  • "Is this company profitable? Show me profit margins"
  • "What metrics are trending in the wrong direction?"

Comparative Analysis

  • "How does Q4 compare to Q3?"
  • "Show me year-over-year growth"
  • "What changed the most between last quarter and this quarter?"

Tip: Start with broad questions, then drill into specific areas based on what you learn.

 

Understanding Responses

Data-driven answers:

  • All responses are based on actual accounting data
  • Answers include specific numbers, trends, and calculations based on data from Xero and/or QuickBooks

If answers seem incomplete:

  • Ask follow-up questions for more detail
  • Rephrase your question
  • Request specific time periods or breakdowns

If data seems wrong:

  • Check the company's “Data Sources” page for last sync date to verify the company's accounting system is up to date

Privacy & Access

Your chats are private to you

  • Only you can see your chats and chat history
  • Other members of your organization cannot view your chats

Why? This allows you to explore ideas and questions freely without cluttering other team members' views.

Collaboration: While chats are private, you can share insights manually with your team by copying responses and insights (try hovering over a response!)

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Last updated on November 3, 2025

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