New · AI assistant
Ask your business anything. Get answers from your own books.
Finanxer AI reads your invoices, bills, balances and reports and answers in plain English: who owes you money, how last month went, what's in the bank, or where that one invoice is.
- “What's my cash and bank balance?”
- “Show my balance sheet”
- “Which bills are unpaid?”
- “Find invoice INV-0142”
Included in trial accounts. Add-on on every plan, with 50, 300 or 1,500 credits a month on Starter, Growth and Pro.
What you can ask
Questions you used to ask your accountant
Type them the way you'd say them. No report menus, no filters.
Money owed
- “Who owes me the most?”
- “Which customers have overdue invoices?”
- “How much do I owe Spice Route Traders?”
Profit & position
- “What was my profit last month?”
- “Show my profit and loss for this quarter”
- “What's on my balance sheet today?”
Cash & bank
- “What's my cash and bank balance?”
- “How much is in Main Cash?”
- “How is the business doing this month?”
Find anything
- “Find invoice INV-0142”
- “Show unpaid bills from last month”
- “Look up Sunrise Bakery”
Built to be trusted
Helpful, without taking risks with your books
Answers from your books only
It looks up your real invoices, bills and balances. If something isn't there, it tells you instead of guessing.
Read-only by design
It can't create, edit, delete, send or pay anything. Your data stays exactly as you left it.
Respects every role
Each person only gets answers about what their role is allowed to see in Finanxer.
Takes you to the source
Answers link to the page or report they came from, so you can check the details in one click.
Credits
Included credits on every plan
Switch on the AI assistant add-on and your plan's monthly credits are ready to use.
- Starter50 credits / month
- Growth300 credits / month
- Pro1,500 credits / month
FAQ
AI assistant questions
What can I ask the AI assistant?
Questions about your own business: customer and supplier dues, profit and loss for a period, your balance sheet, cash and bank balances, and any invoice, bill or contact. It answers from your Finanxer data and links to where the numbers came from.
Can the AI assistant change my data?
No. It is read-only. It can't create, edit, delete, send or pay anything.
Can my staff use it?
Yes. Each person only gets answers about the data their role is allowed to see in Finanxer.
Can I try it before I pay?
Yes. Trial accounts include the AI assistant, so you can ask it about your own data during your trial.
How do credits work?
The AI assistant is an add-on. Each plan includes a monthly allowance of credits that are used as you ask questions: 50 on Starter, 300 on Growth, 1,500 on Pro.
See Finanxer AI on your own books
Book a free demo and we’ll set up your 14-day trial account.
- Free live demo
- 14-day trial account set up for you
- Free onboarding support