01
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.
Built 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.
Shared platform
Run it by talking
No menus to hunt through, no forms to fill in. Just say it — the assistant prepares, you approve.
"Compare this month's cash flow to last month."
"Tell me the fastest-growing expense line."
"List overdue receivables by customer."
Highlights
02
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.
03
Threshold alerts
Set rules like "tell me if cash drops below 200K" just by talking. The assistant watches, and you only see the alert.
What it can do
- 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
Frequently asked
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 products
They all run in the same workspace — you can add another whenever you like.
See it on your own data.
In a 15-minute demo we'll set this assistant up live on your own processes.