A finance copilot that reads your ledger — not the internet.
Ask about cash, debtors, margins or a specific transaction and get an answer grounded in your actual data, with citations you can click through to verify.
Generic AI confidently invents financial answers. For a finance leader, an unsourced number is worse than none — you can't take it to the board, and you can't trust it to act.
How it works
Grounded in your data
The copilot answers from your ledger using purpose-built finance tools — not from a general model guessing at your business.
Every answer cites its source
Where the ledger supports it, responses link back to the invoices, transactions or reconciliations behind them so you can check them.
Falls back honestly
If it can't answer from your data, it says so rather than inventing a figure.
Outcomes, not features.
- Answers you can check before you share them
- Citations, not hallucinations
- Faster investigation of anomalies and queries
- Answers built from your own ledger data, with the model provider named on our subprocessor list
Questions
It works from your own ledger through finance-specific tools and cites the records it used where it can. Always review figures before relying on them.
No. See the Trust centre for how data is handled and which sub-processors are involved.
See it on your own numbers.
Start the trial and import your ledger export — or book a walkthrough first.