Ask a Question, Get the Report
Comparison, breakdown, trend — say which one in a sentence. The answer arrives as a summary, a table and a chart together.
Who It's For
CFOs · Finance Teams
The answer to a finance question usually sits behind a report request. Finance Assistant removes that queue: you ask the question and get the comparison summary and the chart in the same answer.
All-in-One Platform
Run It by Talking
No complex menus or manual forms. Just tell the assistant what you need; it drafts, you approve.
"Compare this month's cash flow to last month."
"Tell me the fastest-growing expense line."
"List overdue receivables by customer."
Highlights
Open Any Line to Its Source
Every figure is linked to the records behind it. One click shows the transactions under a line — no guessing at what it means.
Threshold Alerts
Set rules like "tell me if cash drops below 200K" just by talking. The assistant watches, and you only see the alert.
Capabilities
- Answer cash flow, revenue and expense queries from chat
- Period comparisons with automatic variance analysis
- Breakdowns by category and by customer
- Receivable and payable ageing lists
- Threshold-based alert rules
- Drill from any figure down to the source record
FAQ
FAQ
Does my finance data leave MindCro?
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Your data stays in your workspace and is protected by role-based access. Only the users you authorize can reach the finance module.
Does it work with my accounting software?
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Data can be brought into the finance module by file or by integration. If the connector you need is not listed, tell us on the demo call.
How do I verify the numbers?
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Every line in an answer is linked to the records it was calculated from. Click a figure to see the individual transactions beneath it.
Other Assistants
All assistants share the same foundation and can be activated anytime.
Test it with your own data.
In a 15-minute live demo, we'll build this assistant tailored to your business processes.